Your clients’ books, done overnight. Your reviewer signs off.
InTech sets up an AI agent fleet for your firm alone. Every night it clears the bank and card feeds, reconciles the accounts and builds the close in your clients’ QuickBooks Online books. By morning your team sees only what needs a person.
- 12:30 AMFeed pullNEW ROWS
- 3:00 AMClearingBOOKED + HELD
- 4:15 AMClose packetREFRESHED
- 4:40 AMReconcileTIED OUT
- 5:40 AMClose check1 FLAG
Card charge with no matching vendor history.
Held for your reviewer, with the evidence attached.
Illustrative run. These are the times the chain runs today. They are set per firm.
Your best people spend their evenings in the bank feed.
A small firm runs on a few people who know every client. They clear feeds row by row, rebuild the same close checklist each month and answer the same client questions. When one of them leaves, the next person learns each client from the books up.
The routine work runs every night. The judgment stays with your team.
Books current every morning.
Feeds are cleared daily from the first day of onboarding. The agents categorize from each client’s own history and your rules. Anything they are unsure of is held with a written reason, not guessed.
A close that arrives ready for review.
Accounts reconciled, the close packet built, a second-pass check run and the monthly statements prepared. Your reviewer signs off before anything reaches a client.
A process that stays when people leave.
Your approval rules are written down at setup. Every change is logged with a before-image and read back. When QuickBooks or a bank feed changes, we fix the automation.
Nothing reaches a client before your reviewer says so.
You decide what may post on its own and what waits for a person. Client questions are drafted for your approval. You can name the routine kinds that may go out on their own. Your reviewer reads the close packet and the statements and marks the month done.
Running every night, on real books.
The fleet runs every night on our own books and on the client books of a working bookkeeping firm. It is built and run by an engineer who is also a QuickBooks Online Advanced ProAdvisor.
Week 1 is setup. Daily clearing starts on day one.
We get a dedicated team-member login, write down your rules and learn twelve months of each client’s history. The agents start clearing the feeds on day one, so the books stay current while we set up. The first live close follows, signed off by your reviewer.
See it on one of your clients.
Bring one client file to a call, ideally one that takes your team the most time. We’ll walk through how the fleet would run it.