Canadian Intelligence AgencyBook a free callBriefing
Books closed on time.
Month-end takes a full day. Invoices in three places, receipts in a drawer, the bookkeeper chasing you for the one you can't find. The books close a week late and nobody trusts the number until they do.
The job, gone
Every invoice and receipt entered and coded within a day of arriving, so month-end is a review, not a hunt.
Book a free 30-minute call
Who does this today.
The bookkeeper and whoever owns the inbox, one full day a month plus the chasing.
a full day a month, plus the week the close slips.
Then and now.
The job, done by hand.
| 10:15 | an invoice arrived from a packaging supplier (PDF, French) | read |
| 10:15 | vendor matched to supplier record; GL code 5120 Materials; tax parsed | coded |
| 10:16 | queued in QuickBooks as a bill awaiting approval | queued |
| 10:31 | a purchase order arrived from a regular retail customer; 6 lines read | read |
| 10:31 | line 4 unit price differs from the price list by 12% | flagged |
| 10:31 | order entered on hold; flag sent to the order desk | waiting |
| 14:05 | the controller approved 9 bills in one click | approved |
| 17:00 | day summary: 23 entered, 1 flagged, 0 duplicates | done |
The job, done by the system. See the operation
How big is your pile?
Preset to invoices. Change the numbers to yours.
0 hours
a month your team gets back. About 0 working days a year.
Count × minutes ÷ 60. A projection from your numbers, not a measured result. On the call we check it against how your team really works.
Book a free 30-minute callBehind the curtain.
What a person sees
An approval queue, not a data-entry screen. Each bill shows the original beside the fields the AI filled. Approve, fix or reject.
What it may do alone
Enters and codes on its own; never approves, pays or sends. Duplicates and price mismatches are held.
Who answers for it
A named approver in the accounting system. The log keeps the source document, the fields and who approved.
Whose work changes
The bookkeeper approves and handles exceptions. Month-end starts with the books already current.
- line 4 unit price differs from the price list by 12%Decide
- order entered on hold; flag sent to the order deskDecide
These four questions are our doctrine. They are answered in writing for every system before it runs.
The target we would agree.
Written down before we build. Measured against your own check.
Books current to within one business day, every day, within 60 days of launch.
On every build, we agree on a target with you before we start. If we miss it, we keep working at no extra cost.
Three questions.
Does it pay anything?
No. It enters and codes. A named person approves every bill.
We use QuickBooks / Xero / Sage.
All three are supported. Bills land as drafts awaiting approval.
What if the same invoice arrives twice?
Duplicates are held, not entered. You see both and decide.
See it on your own pile.
Book a free 30-minute call. Bring one week of the pile; we'll show you what the system would have done with it.
Book my free call