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Workflow 02 of 05 · Back office

Your books, reviewed.
Nothing posts until you say.

Connect QuickBooks and the first review runs on its own: duplicates, overcharges, and what you are owed. Every action after that arrives as a draft with its reasoning attached.

This is the workflow that runs our own family business every day, including the parts that are still hard. Read the deployment → · Open the live demo →

The path every posting takes

Nothing posts without you.

A finding is drafted, a person on your team decides, and four gates stand before anything reaches your books.

Draft first, a person approves, then four gates A bill arrives and is checked against the price book and the last order. The finding is drafted with its reasoning. An approver approves, edits or rejects it. An approved draft must clear four gates: the click came from an owner or invited approver, approval is per item, the rule has been enabled, and the accounting period is open. All four passing posts it; any one failing refuses it and keeps the decision in the log. FOUR GATES, BEFORE ANYTHING POSTS BILL DRAFT APPROVED ANY GATE FAILS ALL FOUR PASS A bill arrivessnap · forward · upload It is checked and draftedprice book · last order Your approver decidesapprove · edit · reject GATE 1An approver clickedowner or invited approver;a member cannot approve GATE 2Approved per itemone document is neverpermission for the next GATE 3The rule is enabledposting stays a draftuntil you turn it on GATE 4The period is openclosed periodsare refused outright Refusedthe log keeps every decision Posted to your bookswith the approval on record

Pick a scenario, or any box.

Scroll the diagram sideways to see the whole path.

What it replaces

The line item it takes off your desk.

Replaces: Manual categorisation and reconciliation

Bookkeeper hours

Bills, receipts and statements read, categorised and matched. It works alongside your accountant and never files your taxes.

Replaces: Paying vendor invoices on trust

The overcharge you never saw

Every invoice checked against the price book and the last order, before anything is paid.

Replaces: Remembering who owes you

The awkward chase

Overdue receivables get a polite, drafted reminder. You approve each one before it goes.

How it proves itself

It has to earn the switch.

It reproduces your own past before it runs, a person approves what it drafts, and the log keeps every decision. The six controls →

1

It replays your own past

Before a rule runs live it has to reproduce your real history.11+ years of consecutive monthly payroll approvals

2

Backtested, then gated

A rule that cannot reproduce the past is blocked, not switched on with a warning.

3

A queue, not a black box

Every payment, posting and reminder arrives drafted, checked and explained. Approve, edit, or reject.

Day one, draft-first

What you actually see.

No card is taken, and every decision stays yours.

Minute 5Connect QuickBooks

OAuth, per tenant, read first.

Minute 10The first review lands

Duplicates, overcharges, overdue invoices.

Hour 1Read the drafts

Each finding shows what it compared and why.

Day 1Nothing has been posted

That is the point. Postings stay drafts until you turn a rule on.

Month 1The verification report

What it did, what it caught, and the error rate.

Honest limits

What it does not do yet.

Written down so you are not surprised. How we prove it →

QuickBooks Online only, today

QuickBooks Online is the accounting connection that exists today. Xero is not built; Tally and bank feeds are not built.

It never files your taxes

It never files your taxes and does not replace your accountant. It gives your accountant cleaner books.

A bill it never receives cannot be checked

Capture is snap, forward, upload or WhatsApp. If a bill never reaches it, it cannot check it.

Posting stays draft-first until you enable it

The first review is a review. Posting to your books stays draft-first until you enable it, and we recommend keeping it that way for at least the first month.

No typical savings figure

The savings are whatever it finds on your invoices. We do not publish a typical figure because there is not one.

Multi-entity books are scoped, not self-serve

Multi-entity and multi-site books are scoped, not self-serve. Talk to us for that.

Pricing

Flat. Unlimited seats. The price is the price.

No credits, no per-message fees, no success fees. AI model usage runs on your own key, or on ours at cost plus 4% on request, with a line-by-line monthly statement and a cap you set. Natural-voice minutes are billed at cost. Every tier, in your currency →

Free

$0
USD, 14 days, plus 14 more on request, then read-only until you upgrade

One workflow, draft-only. Connect QuickBooks and get the first review with no card on file.

Team

from $149
USD / month

Approvals by owner or approver roles, reminders, posting rules, data and audit export, monthly verification report. Flat by workflow count, unlimited seats.

Back office

Try it on your own questions.

Draft-first from the first minute. Nothing sends, pays or files until your team says so, and your data is never used to train a shared model.