Invoice checks, ready for your review.
We compare each invoice with its order and receiving record. Matches are marked done. Only the differences reach you.
No payment until after we agree on the plan.Prefer to talk first? Schedule a Call with Josh
Other finance admin we can take on
Overdue invoices
An aging summary and follow-up drafts. Disputes go to you.
Cash summaries
Balances gathered into one traceable view, with stale data flagged.
Month-end prep
Payment comparisons and documents organized for your bookkeeper.
You and your bookkeeper keep payment decisions, accounting treatment, and sign-off. The standard service doesn’t move money, give tax advice, or reach audit conclusions.
Can this work with our bookkeeper?
Yes. The workflow prepares what they need, with their review requirements built into the scope.
What if my workflow runs only once a month?
We agree how to assess the workflow during discovery, including representative examples and any timing constraints. Your standard free period is 30 days from launch.
For a modular manufacturer, we automated vendor follow-up, receiving checks, and invoice reconciliation. People kept unusual-invoice decisions and vendor escalations. Afterwards, a $50,000 purchasing position was no longer needed.
A payroll reduction from a broader custom engagement, not an expected result of one subscription workflow.
Bring the recurring task that delays your review.
No payment until after we agree on the plan.Prefer to talk it through? Schedule a Call with Josh