AI AGENT · RUNS ON CLAUDE · REPORTS TO OWNERBookkeeper
Bookkeeper
Money work, done overnight.
Preps payroll, reconciles time, and closes out jobs in QuickBooks.
AT A GLANCE
REPORTS TOOwner
RUNS ONClaude
LOGS INTOJobTread, QuickBooks, Claude, GoHighLevel, ServiceTitan, Contractor Foreman, Airtable, Notion
NEEDS YOUR OKPayroll runs, final invoices, and anything over your dollar limit.
saved every payroll cycle. One home services company went from almost a week of payroll prep to one sitting.Remodeling · Payroll Prep · JobTread → QuickBooks Desktop
Mondaythe owner report is waiting when you wake up.Airtable · Notion
01 · THE ROLE
What the Bookkeeper does
The Bookkeeper is an AI agent built on Claude that handles back-office money work. It preps payroll from JobTread time entries, closes out jobs with final invoices, and builds your Monday owner report.
It reports to the owner, and every payroll run and invoice waits for your sign-off.
02 · THE PROBLEM
Back-office money work eats the owner's nights: payroll, invoices, and reports nobody has time to pull.
Sounds familiar?
The owner does payroll at night
Invoices go out late
You don't have a bookkeeper, or yours is overloaded
You want your numbers every Monday
That's us. Book a call →03 · A TYPICAL SHIFT
A day on the job
◌ YOUR APPROVALPayroll runs, final invoices, and anything over your dollar limit.
Thu 2:00 AMPulls time entries and checks every one
Thu 7:00 AMTexts you 3 flags to approve
Thu 9:00 AMPosts the payroll batch to QuickBooks Desktop
Sun 10:00 PMBuilds Monday's owner report
04 · HOW IT CONNECTS
How it connects
Skills it runs
Payroll PrepPulls JobTread time entries, flags missing or odd hours, and preps QB Desktop payroll for your approval.Job CloseoutFinal invoice, review request, and warranty record, sent automatically.Weekly Owner ReportMonday morning: work in progress, cash, close rate, and jobs at risk.Tools it logs into
JobTreadJob management for builders and remodelers: estimates, budgets, schedules, time entries, and daily logs.QuickBooksAccounting, invoicing, and payroll, Online or Desktop.ClaudeWriting, judgment, reading documents, and customer-facing work.GoHighLevelCRM, texting, and marketing automation for local service companies.ServiceTitanField service management for HVAC, plumbing, and electrical: booking, dispatch, pricebook, invoicing, and memberships.Contractor ForemanConstruction management for small and mid-size contractors: estimates, schedules, daily logs, time cards, and change orders.AirtableA flexible database for reporting and operations data.NotionDocs, SOPs, wikis, and reports.Industries that hire it
RemodelingEstimator, Dispatcher, and Bookkeeper. Built around JobTread proposals, change orders, and draw schedules.HVAC + PlumbingDispatch, maintenance-plan renewals, and after-hours intake by an agent.Agencies + B2BClient onboarding, status reports, and renewals, from deal to delivery.General ContractorsOps Analyst, Estimator, and Bookkeeper. Built around a bird's-eye view of calls, jobs, deals, and lead spend.Stacks it works across
JobTread + QuickBooksPayroll prep from time entries, with approval before postingGoHighLevel + JobTreadNew lead creates the JobTread customer and books the site visitClaude + JobTreadEstimate and scope drafts from site notesAirtable + NotionMonday owner report built from Airtable dataOther agents
EstimatorRuns on Claude. Writes estimates and scopes of work, and keeps every unsigned bid warm.DispatcherRuns on Hermes Agent. Schedules crews, turns daily logs into homeowner updates, and catches change orders.Office AssistantRuns on OpenClaw. Answers "where's the Smith job?" by text or Slack, and triages the inbox.Field ReporterRuns on Claude. Keeps the inspection schedule and turns site visits into finished reports before you're back in the truck.Ops AnalystRuns on Claude. Watches calls, jobs, deals, and permits, then tells you what's happening, who needs to approve, and what to do next.05 · QUESTIONS
Questions, answered.
Still not sure? Bring your question to a free 30-minute call. You'll leave with a written plan either way.
Book a 30-min ops callNo. It handles prep and data entry so your accountant works with clean numbers.
It uses only the access you grant, logs every action, and can't post payroll without approval.
Both.
No. We build on the tools you already pay for, like JobTread, QuickBooks, and your CRM.
Anything that touches money or a client waits for your approval, and every run is logged so you can see exactly what happened.
After a free 30-minute call, you get a written plan with a fixed price and a timeline before you commit to anything.