Close Books Faster. Automate Invoicing. Sleep Better.

The workflows simply automate the data entry and movement based on the rules you set in your accounting software. They don't replace your accounting principles; they ensure they are followed consistently without human error.

We support integrations with Plaid and major accounting platforms (QuickBooks, Xero) to pull bank feed data for reconciliation workflows.

The 'Three-Way Match' workflow flags any discrepancies (price or quantity variance) and routes them to a human for review via Slack or Email, while auto-approving the ones that match perfectly.

It means we take the implementation risk, not you. We differ from traditional agencies or software vendors: if we cannot get these workflows successfully deployed and running in your environment, you will be refunded in full. Our Managed Deployment option includes a promise that we simply don't stop working until your automation is live and delivering value.

For **Self-Deployment**, you get immediate access to the workflows and our comprehensive video guides. You also get email support with a 48-hour SLA to help if you get stuck. For **Managed Deployment**, you get a 'done-for-you' white-glove service. We assign a dedicated engineer to your account who handles the installation, customization, and connection of all your tools. We also provide priority support and ongoing maintenance to ensure your automations keep running smoothly.

We proactively monitor the APIs of all supported tools. If a platform like Quickbooks or Stripe changes their API protocols, we issue a compatibility update to the workflow immediately. You receive these updates for free for the lifetime of the product, ensuring your automations don't break unexpectedly.

Yes. You must have your own active accounts/subscriptions for any tools you wish to connect (e.g., a paid Xero account, a Stripe account). Our bundle provides the *automation logic* and *connection architecture*, but it relies on your existing tool stack.

Yes, absolutely. If you purchase the Self-Deployment bundle and later decide you'd prefer our team to handle the customization and setup, you can simply upgrade to the Managed Deployment plan by paying the difference. Just contact support, and we'll facilitate the transition.