Know if you're making money without opening a spreadsheet.
We set up Claude — the AI assistant — on your own account with a small-business toolkit connected to your books, then train the person who touches your money to use it. Every Monday you get a plain-English brief: cash, jobs, what's due, what's overdue. Invoices get chased with ready-to-send reminders. Month-end closes with a profit report you can actually read. Tax season gets a packet, not a shoebox.
Built for
- Tree service
- Landscaping & lawn care
- HVAC, plumbing & electrical
- Roofing & gutters
- Cleaning services
- Handyman & general contractors
Month-to-month · your accounts · live in about a week for ready-now systems.
What it does
What changes when it's running.
Monday-morning business brief
Cash position, jobs booked, invoices outstanding, and the one thing that needs attention this week — in your inbox before your first job.
Overdue invoices chased
Ready-to-send reminders, friendly then firm, matched to each customer's history. You stay the good guy.
30/60/90-day cash-flow forecast
Will you make payroll and the truck payment? You'll know in advance, not on the day.
Month-end close + profit report
Reconciled, categorized, explained in plain English. Your CPA gets organized numbers in April instead of a shoebox.
Your account, your data
It runs on your own Claude subscription (paid directly to Anthropic). Cancel anything, keep everything.
How it works
Three steps, no homework for you.
- 01
Install
Claude set up on your account, the small-business toolkit configured, up to three tool connections — QuickBooks, your bank, your payment processor.
- 02
First check-in, together
We run your first monthly money check-in live with you, so you see exactly what it does with your real numbers.
- 03
Train your person
One session for whoever handles the books, then 30 days of adjustment support. After that, the keep-it-working plan covers help requests and re-training.
Straight answers
AI back office: questions owners ask
Didn't find yours? The audit answers the specific ones — or call (980) 245-0074.
Is this bookkeeping or tax advice?
Neither. It's management insight from your own records — what's coming in, what's going out, who owes you. Your CPA still does your taxes; they'll just get much better inputs.
Does my data get mixed with other businesses?
No. It runs on your own account, connected to your own tools. We never hold your data on our systems.
What if my books are a mess?
The install includes light cleanup. Heavy cleanup — years of uncategorized transactions — is quoted separately so there are no surprises.
Who in my business should use it?
Whoever touches the money: you, your spouse, your office manager. We train that person side by side; most are comfortable after one session.
Pairs well with
All servicesFind out if ai back office is your biggest leak.
The free audit reads your answers and ranks every system by impact — this one included. About two minutes; no call required to see it.