Automate invoicing and client intake for accounting firms

The problem

Manual data entry between email, QuickBooks, and client portals eats 15+ hours a week.

The automation

AI agent reads inbound client emails, extracts invoice data, drafts QuickBooks entries, and queues a Slack approval for the partner.

Tools we wire together

• OpenAI
• QuickBooks
• Slack
• Zapier

How we'd ship this for you

1. 1. Free audit — 30-min call. We map your current workflow and confirm the savings estimate.
2. 2. Fixed-scope blueprint — You get a written plan with the exact tools, timeline, and price.
3. 3. Build in 1-2 weeks — Working automation live, with monitoring and a human-in-the-loop fallback.
4. 4. Operate — Monthly tune-ups so the automation keeps paying off as your business grows.