Every one of these started with somebody typing the same number twice, or a file nobody trusted. Clients are anonymized; the work is not.
232 manual entries a month, read by eye off one small-print page — replaced with parsed data and a real approval workflow.
A school whose board could not rely on the numbers, after outside consultants had tried and not finished. Three years later we are still their consultant.
Allocation across programs and grants, rebuilt automatically every pay period — balanced, with rounding handled and real variances escalated to a person.
Andar campaign revenue reconciled to QuickBooks across three concurrent campaign years, with the trial balance attached to every entry.
The bank already sends the check number and amount digitally. It was being read off one screen and typed into another.
Consigned inventory pulls, returns, and counter purchases across multiple suppliers — landing on the right project the day they happen.
Fragmented timesheets consolidated by employee and project — with every original archived before anything is deleted.
Daily syncs create timing differences and someone fixes them monthly. We built the books from the POS system’s own report instead.
One monthly journal entry per client, built from the Square report, with the source document attached to the entry.
Hundreds of projects out of Excel, reports and invoices out of Word, and lab data loading straight into the record both are generated from.
Your project tracker is a spreadsheet, your deliverables are Word documents, and the same information gets typed into both.
A new registration creates the customer, the invoice and the payment in QuickBooks, with a lookup supplying pricing and revenue category.
A Stripe charge creates the invoice, records the payment, and books the Stripe fee as its own expense — the step most people miss.
Operational bases beyond the environmental consulting build. Several are live; we are choosing which to write up.