See it happen
What it looks like with this running.
Month-end · 4:32 PM
You4:32 PM
How did September land vs August, and who’s overdue?
Ledger4:32 PM
Pulled from QuickBooks just now.
September vs August
Revenue +6.1%. Gross margin down 1.8 pts on higher subcontractor cost. Net income $14,200 vs $12,900.
A/R aging — 3 overdue
Harbor Dental $2,400 (34 days) · Pine St Bakery $860 (41 days) · Ortega Law $1,150 (63 days).
You4:34 PM
Here’s the receipt for the new printer — code it to office equipment.
Ledger4:35 PM
Drafted, not posted.
Log expense · Office equipment · $489.00
Vendor: OfficeMax · 09/28 · paid from Operating checking. This is the one write QuickBooks allows — confirm and I’ll post it.
End to end
The whole loop, start to finish.
Every step below runs today. Nothing here is a mock-up of what is coming.
- 1ConnectOne-click QuickBooks sign-in, choose the company, set up a room around it.
- 2Ask“How did September land vs August, and who’s overdue?” — or a summary on the schedule you set.
- 3AnswerPulled live from QuickBooks on your device: P&L variance, aging by account, anything that moved.
- 4DraftForward a receipt; it drafts the expense entry coded to the account you name.
- 5You confirmThe one write it can make — posted only after you confirm, one transaction at a time.
Capabilities
Everything it does, named.
One line each. No adjectives — every one is a specific thing you can go and watch it do.
- Reads invoices, bills, customers, vendors, items, accounts, payments, estimates and purchase orders straight from QuickBooks Online through a local connector, with one-click Intuit sign-in and tokens that refresh themselves.
- Pulls every core report on demand: Profit & Loss, Balance Sheet, Cash Flow, Trial Balance, General Ledger, A/R and A/P aging, customer sales, vendor expenses and balances.
- Answers in plain language — “how did September land against August?” comes back as revenue, margin and net income deltas with the reason, and “who’s overdue?” as each account, amount and days outstanding, oldest first.
- Turns a forwarded or dropped-in receipt into a drafted QuickBooks expense with the vendor, date, amount, payment account and the expense account you name.
- Writes exactly one kind of record — an expense — and only after your explicit confirmation; it never creates, edits or deletes anything else in your books.
- Posts a close summary on whatever cadence you set in the room, or stays quiet and answers only when asked.
- Keeps your coding rules: “remember, SaaS subscriptions go to Software” becomes a standing rule for #accounting that every future draft follows.
- Saves summaries and reports to Documents with the room and run that produced them, so month-end is one place to look instead of a search through exports.
Inputs and outputs
What it reads, and what you get back.
What it connects to
What lands in your hands
- Variance summaries in plain language
- Aging by account, oldest first
- Drafted expense entries, ready for your sign-off
- Reports saved to Documents
A week with it running
Day one to steady state.
What the first day looks like, what the quiet days look like, and when it comes to find you.
- Day 1Connect QuickBooks with one click and choose the company. Set up a room around it and name your teammate.
- Month-end, or your scheduleA close summary if you set one up: variance vs last month, aging, anything that moved.
- Any timeAsk: “How did September land vs August, and who’s overdue?” Answered from the live books.
- When you confirmA drafted expense is posted to QuickBooks — the one write it can make, and only after you say so.
Guardrails
Where it stops for you.
The line between what it does on its own and what it will never do without you, stated plainly.
Waits for you
Logging an expense. Each one is confirmed by you, per transaction, before it reaches QuickBooks.
Never does
Create, edit, or delete any other QuickBooks record. One write, always with your approval.