The books are current now, not in April.
The accounting lane pulls in the receipts, categorizes the transactions, reconciles the accounts and has clean statements ready in the format your accountant actually wants.
One config, written from your answers, drives every node on every lane.
What today looks like
You already know how this part goes.
Receipts live in a truck console, a glovebox and four different text threads.
Categorization happens in one painful weekend a quarter, from memory.
Your accountant spends billable hours cleaning up what could have been handed over clean.
The nodes on this lane
Each one handles its piece the way you would.
Every node reads the same config. When your answer changes, the behaviour changes with it.
- 01
Capture
Pulls receipts out of email, texts and photos and files each one against the right transaction.
- 02
Categorizer
Codes transactions to your chart of accounts using the rules you gave it, and keeps its reasoning attached.
- 03
Reconciler
Matches the books to the bank, every week, and shows you exactly what did not match.
- 04
Closer
Runs the month end and produces the statements in the format your accountant asked for.
A day on this lane
What it actually does while you work.
Monday
Last week reconciles. Four transactions do not match and land on a short list with the reason for each.
Tuesday
A photo of a parts receipt gets texted in from a job. It is filed against the card charge within the hour.
Wednesday
A charge the lane cannot code with confidence waits for you, with its best guess and why it is unsure.
Friday
The week closes clean. Nothing is carried into next week except what genuinely needs a decision.
Month end
Statements go to your accountant in their format, without the annual cleanup conversation.
What it plugs into
It works inside the tools you already pay for.
- QuickBooks or Xero
- Your bank and card feeds
- Email, plus a photo inbox for receipts from the field
- Your accountant, however they prefer to receive it
If something you rely on has no way in, we tell you during the consultation rather than after you have signed.
Guardrails
What it will never do without you.
- It never files a return and never makes a tax call. It prepares the work.
- Anything it cannot categorize with confidence goes on a short list instead of being forced into a bucket.
- Your accountant keeps every judgment call.
What we ask you
A real sample from the accounting consultation.
There are a lot more than five. These are the ones that shape the most of your config, so you can see what kind of answers we are after before you sit down with us.
- Q1Who does your books today, and where does it break down?
- Q2What does your accountant complain about every single year?
- Q3Which expenses are always arguable for your business?
- Q4What does your chart of accounts look like right now?
- Q5What do you want to be able to see at month end?
Questions about this lane
Does this replace my accountant?
No, and we would not want it to. It replaces the shoebox. Your accountant gets clean books and spends their hours on the decisions that are worth their rate.
What about prior years that are already a mess?
We will look at it in the consultation and tell you honestly whether it is a cleanup project first. Starting a lane on top of three messy years does not go well.
How does it know my categories?
From the consultation and from your existing chart of accounts. Where it is unsure it asks, and the answer becomes a rule so it does not ask twice.
Open the accounting lane first.
Tell us how this part of your business runs today. You will leave the first call knowing whether this is the lane worth opening, even if the answer is that another one matters more.
The other lanes