AI Integration · Finance & Operations Automation
Your finances run themselves, and tell you what’s coming
We put AI into the core of your business, starting where the money moves. Books, payments, and reporting run on their own, so your team stops keying numbers and starts making decisions.
Watch it run.
Reconciliation
Idle
Hours saved this month
0
Monthly close
12days
Your finance team does work a system should do
Most companies still run their money by hand, re-keying numbers between QuickBooks, the bank, and a dozen apps. The close drags for 12 days and no one can say what next month’s cash looks like.
How we put your finances on autopilot
Map the money
We trace every place your finances live and move, then find where the hours leak.
Automate the books
Bank feeds, Power Query, and rules keep QuickBooks and Xero reconciled on their own.
Automate AP and AR
Bills get read by OCR and paid through BILL and Ramp, while invoices and reminders chase themselves.
Sync and forecast
Stripe and Shopify flow into accounting, and a live 13-week forecast tells you what’s coming.
What it solves
10-20 hrs/mo
Accounts payable that pays itself
OCR, approval routing, and payment run on BILL and Ramp with no manual entry.
~5 days faster
Cash that arrives sooner
Auto-invoicing and reminders get clients paying about five days faster.
12 to 4-6 days
A close that doesn’t eat the month
Excel report and close automation cuts the monthly close from 12 days to 4-6.
~92% accuracy
A forecast you can steer by
A rolling 13-week cash forecast hits about 92% accuracy, so you decide early.
Real examples
Reconciliation that runs overnight
A services firm reconciled three accounts by hand each week. We wired the feeds into QuickBooks with Power Query, and now it matches by morning.
Invoices that approve and pay themselves
A 40-person company moved its paper bills to OCR, approve, and pay on BILL and Ramp. Processing cost dropped about 70% and AP got 15 hours a month back.
Stripe and Shopify, clean in the ledger
An e-commerce brand hand-keyed payouts and never trusted its margins. We synced Stripe and Shopify into Xero via A2X, and now revenue reconciles to the penny.
A cash forecast leadership trusts
A founder flying blind on runway got a rolling 13-week forecast on reconciled books. At about 92% accuracy, it now drives hiring and spend decisions weeks ahead.
Tools we work with
Frequently asked
Do we have to replace QuickBooks or Xero?+
No. We build around the accounting system you already use and make it run cleaner and more automatically.
Is our financial data safe?+
Yes. We connect through official APIs and scope access to exactly what each automation needs. Releasing a payment always stays behind human approval.
How long until we see results?+
Quick wins like reconciliation or AP often go live in a few weeks. The full forecast and cross-tool sync build out over a couple of months.
Let’s put your finances on autopilot
Tell us how your money moves today. We’ll map where the hours leak and design the system that runs it for you.
Start a project