QuickBooks Online, joined up
Invoices raised from signed quotes, supplier bills captured, payments matched, reports that agree with the bank.
Accounting admin is the most repetitive work in a small company and the easiest to get slightly wrong. The fixes are not glamorous: build the invoice from the thing that was signed, capture the supplier’s bill against it, match the payment when it lands, and tell a person only when something does not add up.
We built exactly that for ourselves first. Our own quote-to-invoice engine raises our client invoices from the portal, and our supplier bills are matched against what we sold on. We offer it because it works, not because it is fashionable.
- →Companies on QuickBooks Online where invoicing still means retyping.
- →Owners who want to know the position without waiting for month end.
- →Firms whose accounts person spends the week chasing and matching.
In plain words
- Invoices built from signed quotes, checked by a person before they go
- Supplier bills captured and coded, with the ones that need a look flagged
- Payments matched to invoices; debtors and statements right the next morning
- Recurring billing that fires itself and is checked, not assumed
- HubSpot and QuickBooks joined: one customer record, no double keying
- Reports you can read, on the numbers you actually run the business by
How it shows up day to day
Our clients' invoices are produced this way: the portal order becomes the QuickBooks invoice, and the cost from the supplier is matched against it. What you see in the portal is what the accounts say.
Checks every invoice before it goes and owns the numbers.
Builds the invoice from the signed quote, matches the supplier bill, chases the unpaid.
Live service numbers, measured weekly and dated, are coming to this strip. We publish nothing we have not measured.
Questions people ask
Will invoices go out without a person seeing them?
We use an accountant. Does this replace them?
Can it handle supplier bills too?
Start with a conversation.
Let's Talk AI is a first call that ends with a short list of what is worth doing first.