Product · Purchasing & Payables

Every vendor bill coded, matched and on the right job

Seven agents that keep job costing current instead of three weeks stale — and catch the price creep nobody has time to look for.

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Bills coded the day they arrive

Vinnie extracts the line items, identifies the vendor and job, and codes it — two to three hours a day back.

Three-way matching that actually happens

Trina checks PO, delivery ticket and invoice, with Della digitising the tickets that live in a truck cab.

Price drift caught early

Vera compares what you're billed against what you were quoted, line by line, every month.

The 7 agents in Purchasing & Payables

You don't hire all of them. We'll tell you which two or three to start with.

Vinnie

Vendor Bill Coder

Takes every supplier invoice that arrives by email and turns it into a correctly coded bill — right vendor, right job, right cost code, right class. Vinnie is the reason job costing is current instead of three weeks stale.

Cody

Ledger Coder

Keeps the ledger current every single day so every other financial agent is reading true numbers. Cody categorizes bank and card activity, learns from corrections, and never guesses silently.

Trina

Three-Way Matcher

Compares what you ordered, what arrived and what you were billed, on every material purchase. Trina finds the duplicate invoice, the price that crept up from the quote, and the delivery that went to the wrong job.

Polly

PO Writer

Turns 'grab me two more of those' into an actual purchase order before the material ships. The cheapest fix for the single biggest cause of invoice disputes.

Vera

Price Drift Watcher

Watches the gap between what you were quoted and what you are actually charged, across every vendor and commodity item. Individually trivial; in aggregate it is the margin nobody tracks.

Della

Delivery Ticket Digitizer

Gets paper delivery tickets out of truck cabs and into the system the day they are signed. Without her the three-way match has only two legs.

Reggie

Receipt Catcher

Collects and codes every field purchase the day it happens, so job cost includes the $340 in parts someone bought at the counter.

Works inside what you already run

No migration, no parallel system, no retraining the crew on new software.

QuickBooks

ServiceTitan

AP inbox

Supplier portals

Delivery ticket photos

Premium tier

AI CFO — the numbers, read and explained

The agents do the work. AI CFO reads your QuickBooks ledger and tells you what to do about it — predictive cash flow, job-by-job profitability and 90-day action plans. From $299/month with a 7-day free trial.

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Reconciliation

Bookkeeper Assistant — reconciled to the penny, read-only by default

Checks your supplier statements, bank feed, remittances and QuickBooks against each other, and hands any fix to a named person.

See Bookkeeper Assistant →