Accounting Document Collector
A platform for automated monthly collection of accounting documents from clients and status tracking.
Today: collects documents from clients via email and messengers
Meta/Google Ads Expense Reconciliation
Reconciles Meta/Google Ads expenses with bank statements, considering billing thresholds.
Today: reconciles two Excel exports in the evenings
Complex Deal Billing for NetSuite
Automates event collection, pricing, and invoicing for complex deal structures in NetSuite.
Today: manually invoices with complex discounts
Automated Invoice Reminders
Automatically tracks overdue invoices and sends reminders to clients, improving working capital.
Automated Marketplace Payment Reconciliation
Automatically reconciles transactions from various payment systems and marketplaces, identifying discrepancies.
Data Migration to QuickBooks
Simplifies historical data migration from Excel to accounting systems (QuickBooks) and regular bookkeeping.
Billing and Payment Automation
System automates invoicing, payment tracking, and reconciliation, minimizing manual intervention.
Data Collection for Accountants
Automates data collection from disparate vendor portals for import into accounting systems (Xero/QBO).