Put AI to work in your back office.
With a CFO checking the work.
We set up the tools, connect your systems, and write the rules so routine bookkeeping runs on its own. Julia reviews every setup before you rely on it.
Where Time Usually Goes
Receipts and bills get typed in by hand, one at a time.
Bank transactions get coded by a person, the same way every month.
Reports wait until someone has time to pull them together.
New tools get bought, but no one connects them to the books.
Three Ways to Start
AI Readiness Check: $795 one time
A review of how your books, bills, payroll, and reporting run today. You get a written plan: what to automate first, what to leave alone, and where your team's time is going.
AI Back Office Setup: $1,650 one time
For one business. Bank feeds, bill and receipt capture, categorization rules, and monthly reporting connected and running. We train your team on the new process.
Multi Entity AI Setup: $3,500 one time
For groups with several companies or locations. Everything in the Back Office Setup, built for each entity, with intercompany rules and one consolidated view.
Questions Owners Ask
Do I need a monthly plan too?
No. Each setup is a one time project. If you want ongoing review after that, monthly plans start at $600. See all plans on the Services page.
What systems do you work with?
QuickBooks Online, Gusto, Booker, and Mindbody, plus the bank and card accounts you already use.
Is my data used to train AI?
No. We choose AI tools whose terms do not allow training on your data.
Spend less time typing and more time running the business.
Book a free 20 minute call. No sales pressure, just a real conversation about where your team's time goes and what to automate first.