Bookkeeping

We build custom solutions to handle routine tasks that reduce your daily administrative workload.

How It Works

The system integrates directly with your current tools to manage these core processes:

  • Accounts Payable: Captures incoming invoices, logs them into your accounting system, & matches expenses to your specific chart of accounts.

  • Invoicing & Payment Chasing: Generates invoices when jobs are completed, sends scheduled reminders for overdue accounts, & automatically chases vendors who haven't paid.

  • Quotes: Tracks active proposals & sends follow-ups for pending quotes.

  • Scheduling: Syncs with your calendar to manage bookings & send appointment reminders.

Deployment & Ownership

We configure these to your software infrastructure.

  • Full Control: You retain complete ownership over your data, software, & operations.

  • Technical Setup: We handle the complex backend architecture & securely connect the system to your existing software (Xero, Stripe, Quickbooks, etc.).

  • System Handover: Once built & tested, we transfer the fully functional system to your control.

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