Accounting and bookkeeping
Revenue, expenses, profit, and who owes you money, every week. We set up Claude for your business and connect it to QuickBooks Online, so your AI works with what you already have. No new software to learn, and nothing to switch.
Use QuickBooks Online? On a free 20-minute call we'll show you what your AI can do with it.
Not ready to talk? See what it looks like: a sample dashboard for a made-up business.
Every plan works on a few priorities at a time. With QuickBooks Online connected, these are the ones it helps with most.
Books current every week, so you always know where you stand and tax time is painless.
We'd track: Uncategorized transactions
Start with this →Know what every job or product really costs you, and price so each one earns its keep.
We'd track: Gross margin
Start with this →Enough cash in the bank that payroll and slow months never keep you up at night.
We'd track: Cash in the bank
Start with this →Shrink the money customers owe you past 30 days with invoices sent on time and polite, persistent follow-up.
We'd track: Money owed over 30 days
Start with this →Find the costs creeping up and the work that doesn't pay, and fix them before they show up at tax time.
We'd track: Net profit per week
Start with this →Raise sales with the team you have by working the leads, customers, and offers already in front of you.
We'd track: Revenue per week
Start with this →Once QuickBooks Online is connected these come in on their own, and your dashboard shows each one against where you started. Nothing for you to type in.
On setup day we connect QuickBooks Online with you on the call. You approve the connection, and you can remove it at any time. We see the work your AI does and the numbers, not your conversations. How it works · Pricing
Also in accounting and bookkeeping: Xero · FreshBooks
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