Paid for means yours
Once it's paid for, the code is yours, documented and handed over. No lock-in.
Get answers on uncategorized transactions without the back-and-forth.
Uncategorized transaction follow-up gets you answers without the back-and-forth. We pull unclear items from QuickBooks Online or Xero, ask the client about them in plain language, and bring the answers back to your team for review. Your bookkeepers still decide what gets posted.
Before and after
Sound familiar?
This is what the work usually looks like before it's automated. Flip the switch to see what changes.
Your team's week
3 tasks done by handRunning on its own- Exporting uncategorized transactions to a spreadsheet for the clientDone by hand, every weekPull the unclear itemsManualAutomated
- Waiting days for replies, then chasing againDone by hand, every weekAsk in plain languageManualAutomated
- Re-keying the client's answers back into the booksDone by hand, every weekBring answers backManualAutomated
How we automate it
Built on the tools you already use.
Four steps that run on their own once we set them up. Your team stays in charge of review.
- QuickBooks Online
- Custom Python
- Tracker
- Unclear items foundQuickBooks Online
Pull the unclear items
On a schedule you set, we collect uncategorized transactions from each client's file.
- Questions sentEmail
Ask in plain language
Clients get a short list of questions they can answer from their phone, with no accounting terms.
- Answers matchedCustom Python
Bring answers back
We match each reply to the right transaction, so your team can review and post it.
- Ready for reviewTracker
Flag what's still open
We follow up on anything unanswered and show it on your team's list.
Ownership and data
The fine print, in large print.
The questions partners ask before anything else, answered up front.
Self-hosting in Canada
Want more control over your data? We can self-host your automations on AWS servers in Canada.
Your books stay put
We work on top of QuickBooks Online or Xero. Nothing to migrate.
Common questions
Do you post transactions for us?
By default, no: answers come back for your team to review, so your bookkeepers stay in control of what gets posted. The automation does the asking and the matching. Your team still makes every decision that touches the books, the same way it does today.
Does this work for QuickBooks Online and Xero?
Yes. We build on whichever ledger each client file uses, so a firm with clients on both can run one process. The part that talks to QuickBooks Online or Xero stays small and separate, and your team sees the same list of open questions either way.
How do clients answer the questions?
Clients get a short list of questions they can answer from their phone, in plain language with no accounting terms. They don't need to open a spreadsheet or log in to your books. Anything they skip gets a follow-up and stays on your team's list until someone answers it.
Free · 30 minutes · No obligation
Find out where the hours go.
Book a free 30-minute time audit. Ekamjot will walk through your week with you and point out what could run on its own.