What does it cost to start?

The 10-Day AI Build Sprint is $2,500 fixed for one agreed outcome. The ten-business-day clock starts after scope approval, required access and kickoff. Half is paid upfront and half when the Definition of Done is met, subject to the Ship Guarantee. Larger implementations are scoped separately.

Who reviews what gets flagged?

The review path is agreed with the process owner. Financial exceptions can route to the right person with the supporting records and reconciliation context attached.

Are we locked into one AI vendor?

We avoid unnecessary lock-in. The architecture, provider choices, and client-controlled accounts are defined for the engagement so the system can evolve without rebuilding the whole workflow.

Home/Who we help/Private equity/Accounting that reconciles itself

Workflow 03 of 6 · Private equity · Systems integration

Billing that matches what was delivered. Checked by the system, monthly.

We connect field and job systems to accounting so the team sees mismatches, unbilled work, and exceptions earlier.

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[ 01 ] · Where work breaks down

The glue is a spreadsheet. And a person who maintains it.

ALL TRADES · IT SERVICES AND MSPS

What we hearWhat's actually happeningWhere

The glue spreadsheet

One workbook joins the CRM to QuickBooks. It's right as of the last time someone updated it.

The glue

Billing that doesn't match

Seats, devices, and agreements drift from what is actually deployed. The gap can leave earned revenue unbilled.

Creep

Month end by hand

Someone spends days making the systems agree, every single month.

Month end

[ 02 ] · What we build

The systems agree by themselves

The system · Takes cost out

Field and job systems talking to accounting. Seats, devices, and agreements reconciled monthly, with creep flagged.

10-Day AI Build Sprint · $2,500 fixedLive in your systems · Day 10You own what we build

The spreadsheet can retire, month-end work can shrink, and unbilled seats or agreement changes become visible earlier. The system gives the team a shorter, better-supported exception list to resolve.

When AI adds value, an agent can compare records, match clear items, and attach context to exceptions. The schedule, checks, monitoring, and human approvals are designed around the accounting risk and the systems involved.

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[ 03 ] · FAQ

Straight answers.

Anything not here, bring to the call. A no from us costs you thirty minutes.

QuickBooks can often be part of the system. We evaluate the accounting, field, and job tools you already use, then define the right integration path. Client-specific work transfers according to the engagement agreement, typically after payment.

[ 04 ] · Related workflows

Problems often found alongside this one. Common in the same operation.

All six Private equity workflows

Systems integration

New companies on your systems in weeks

The acquired company's orders, customers, jobs, and reporting mapped into the platform's operating systems.

See the workflow 

Systems integration

One entry, everywhere

Typed once, flowing from bid to schedule to field to invoice to accounting without being typed again.

See the workflow 

Systems integration

One set of numbers everyone trusts

PSA, RMM, documentation, and billing agreeing with each other, drift flagged the day it appears.

See the workflow 

One call · One real problem

Ready to get it built?

Bring this workflow to the call. We'll tell you whether a Sprint fits, what we'd connect to, and when it goes live.

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