Built for accounting teams that want fewer manual steps
Custom accounting automation that actually ships.
We design and build reliable workflows across QuickBooks, spreadsheets, email, and internal tools—so your team can close faster, reduce errors, and scale without hiring.
- • AP / invoice intake → coding → approvals → sync to QBO
- • Data cleanup + reconciliation support at scale
- • Secure OAuth, token storage, and audit trails
No fluff. Clear scope. Weekly progress. Production-grade security.
Automation coverage
AP → QBO
From inbox to coded bill drafts and attachments.
Security
OAuth + Entra
Token handling, access control, and auditability.
Outcome
Fewer tickets
Exception-first workflows and clean handoffs.
Services
Build once. Reuse everywhere. We focus on workflows that reduce manual handling and make month-end smoother.
Accounting automations
AP intake, approvals, sync to QBO, vendor cleanup, attachment handling.
AI-assisted ops
Extraction, classification, QA flags, and exception routing (human-in-the-loop).
Integrations
n8n, Zapier, Make, custom APIs, webhooks, and internal tooling.
Security-first by design
Automation without security is just a faster way to create risk. We implement layered auth and safe token handling as a baseline.
- • Entra ID access control (who can use the app)
- • App-to-app auth (signed payloads / shared secrets)
- • OAuth token management (server-side, rotation, TTLs)
- • Sandbox vs production separation
- • Audit trails (who connected what, when, and why)
- • Least-privilege scopes + secure storage
Process
01
Scope
Define workflow, data sources, edge cases, and success metrics.
02
Build
Ship an MVP fast. Keep it observable and testable.
03
Harden
Add auth layers, audit logs, retries, and failure handling.
04
Launch
Rollout + training + handover docs. Iterate weekly.
Let’s automate your month-end.
Tell us what you’re doing today and what you want automated. We’ll reply with next steps and a simple scope.
Calendly is live.