Your billable team is buried in bookkeeping, billing, and data entry that software should be doing.
Automated bookkeeping, billing, and data routing for accounting, staffing, and insurance firms.
- BATCH-3142 invoices → QuickBooks
- CAND-771record → Bullhorn
- STMT-90reconciling against ledger
- CLM-55missing field → routed to review
01/Where the hours go
The work quietly eating your team's week.
01
Bookkeeping and reconciliation re-keyed by hand across systems (accounting)
02
Candidate and billing data entry slowing every placement (staffing)
03
Policy, claims, and renewal data typed between portals (insurance)
02/How the system works
Automated bookkeeping, billing, and data routing.
We read the documents and portals your team currently re-keys by hand: invoices, statements, candidate records, policy and claims data. Then we reconcile them and route them into QuickBooks, Sage, or Bullhorn, so your billable people stop doing data entry.
- 01
Read the documents
Invoices, statements, candidate records, policy and claims data, all read straight from the inbox and portals.
- 02
Reconcile & validate
Entries are reconciled and checked against your systems of record, not taken on faith.
- 03
Route to the system
Clean data is written into QuickBooks, Sage, or Bullhorn automatically.
- 04
Flag the unclear
Anything ambiguous is routed to a human for review. Nothing is silently guessed.
- /Native integrations. We write into the systems you already run (Procore, Sage 300, McLeod, Epicor, Infor, QuickBooks, Bullhorn), not a parallel tool you have to adopt.
- /Real document extraction. We parse unstructured PDFs, scanned invoices, and carrier statements reliably, not regex on a happy path.
- /Multi-system orchestration that handles exceptions. The edge cases that break no-code flows get routed for review, not dropped.
- /Built to run in production for years. Monitored and maintained under the partnership, not handed over and abandoned.
03/What it's worth
Make more money. Save more money. Save more time.
01
Bill more hours
Put your billable people back on billable work instead of bookkeeping and data entry.
02
Win back the week
Reclaim the hours every week lost to re-keying invoices, candidate records, and claims data.
03
Cleaner books
Fewer errors, fewer write-offs, and a close that doesn't depend on a heroic week of catch-up.
04/Is this you?
You're a Managing Partner, Principal, Director of Operations, or the Managing Partner / Owner / Principal who feels it, at a US firm losing 10-30+ hours a week to the work above.
See what manual bookkeeping, billing, and data entry is costing your firm each year.
Start with a 30-minute scoping call.
Andrew walks your professional services workflows, tells you plainly what's worth automating, and what it would take.