Ledger Reconstruction for Investigations for Bookkeepers with Bill.com
The Problem
Small Business Bookkeeping forensic engagements start with incomplete books, missing backup, and thousands of transactions to reclassify by hand before any analysis can run.
What We Build in Bill.com
AI ingests bank feeds, statements, and QuickBooks Online data, rebuilds a clean transaction timeline, and flags suspicious patterns — investigators start at analysis, not data entry. Purpose-built for teams running Bill.com — uses the native API or agent integration so nothing leaves the system of record.
Bill.com Integration Approach
Audit your Bill.com configuration
We map the specific Bill.com objects, custom fields, and workflows the automation needs to touch for your small business bookkeeping practice.
Build on the Bill.com API or agent
Integration happens inside Bill.com — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Bill.com with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Bill.com instance
30-minute call. We'll look at your actual Bill.com setup and show exactly how this workflow fits.