AI · Outside QuickBooks
QuickBooks' AI works inside QuickBooks. We use Claude for the paperwork that never gets there.
Supplier PDFs, CPA call notes, sub paperwork and the spreadsheets you keep on the side. We read it, sort it and turn it into something your books and your CPA can use.
Outside QuickBooks · our team + Claude
Where our time goes
- Supplier invoices and PDF statements pulled from email
- CPA call notes turned into a short action list
- Custom spreadsheets for bids, jobs and draws
- Your questions answered in plain English
Side by side
What the software handles, and what we handle
Inside QuickBooks · QuickBooks AI
Already handled by the software
- Transaction categorization suggestions
- Bank reconciliation matching
- Invoices and payment reminders
- Standard reports
Outside QuickBooks · our team + Claude
Where our time goes
- Supplier invoices and PDF statements pulled from email
- CPA call notes turned into a short action list
- Custom spreadsheets for bids, jobs and draws
- Your questions answered in plain English
Data handling
What never goes into an AI tool
- Social Security numbers
- Full bank or card account numbers
- Passwords or login details
Read the full policy on our Trust & Security page.