Month-End shouldn't be a mystery.
You spend hours exporting "Uncategorized Expenses" to Excel and emailing them to clients who never reply.
The Email Black Hole
Sending spreadsheets via email is insecure and ineffective. Clients ignore them for weeks.
The Context Gap
By the time they reply, they've forgotten what that $49.50 Amazon charge was for.
The Liability
Guessing categories to close the books puts your license (and their audit risk) on the line.
01
Detection
The system scans QuickBooks Online weekly for any transaction coded to “Uncategorized Expense” or “Ask My Accountant”. It bundles them into a secure packet.
02
Deployment
Your client gets a simple SMS or Email with a secure link. They click it and see a mobile-friendly form. They type “Office Coffee” and hit submit. Done in 30 seconds.
03
Review
We don’t let robots touch your General Ledger blindly. The system drafts the updates in a Review Dashboard. You see the client’s answer, adjust the category (e.g., change “Deck Material” to “Owner’s Draw”), and click Approve.
| Vendor | Client Said | Action |
|---|---|---|
| Amazon | "Coffee" | APPROVE |
| Home Depot | "Deck" | EDIT |