AI for finance
We build finance on a live QuickBooks mirror: retainer invoices that fire on their own with one-click approval, AR aging, P&L, client margin and tax boards as exact numbers, a delivery audit for every invoice, and receipts filed from a phone. The AI writes summaries, never the numbers.
Invoicing is manual, the books lag, and nobody knows margin by client.
What we build for finance.
- Live QuickBooks sync into a mirror every finance screen reads.
- Retainer invoices that fire on their own, with one-click approval before they send.
- AR aging, P&L, client margin and tax boards as deterministic numbers.
- A delivery audit that catches any invoice that never reached the client.
- Receipts filed to the books from one tap on a phone.
- A bank-statement parser that is real code with an arithmetic check, not a guess.
Where the AI works, and where you approve.
The AI does
- Writes the plain-English summary on each invoice.
- Answers questions about the books from the mirror, citing the numbers it used.
- Sorts receipts and matches them to the right account.
You decide
- A person approves every invoice before it sends.
- The dollars are calculated by code, never written by the AI.
The closest systems we have already shipped.
See it before you talk to anyone.
The demo is a live copy of the kind of system we build, filled with fake data. The finance tab shows the screens and where the AI works.
Questions about AI for finance.
Does the AI touch our numbers?
No. Every dollar comes from QuickBooks and deterministic code; the AI only writes the plain-English summary.
Do we keep QuickBooks?
Yes. QuickBooks stays the book of record; the system mirrors it so every screen is fast and consistent.
What happens if an invoice fails to send?
A sweep checks every invoice reached its client and alerts you with a one-click retry if one did not.
Tell us what's slow in finance.
We take on a small number of businesses at a time. Tell us how finance runs today; if it fits, you book the call on the next screen.