TOOL · MONEYQuickBooks
QuickBooks
with AI skills + agents
Accounting, invoicing, and payroll, Online or Desktop. Here is what we automate in it and what we connect it to.
AT A GLANCE
CATEGORYMoney
SKILLS THAT USE ITPayroll Prep, Job Closeout, Weekly Owner Report, Lead ROI Tracker
WORKS WITHJobTread, ServiceTitan, Contractor Foreman, Zoho CRM
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
True ROIon every lead source. Angi and Thumbtack spend tracked through JobTread to revenue.General Contractors · Lead ROI Tracker · Angi + Thumbtack → JobTread → QuickBooks
01 · WHAT IT DOES
QuickBooks + AI
QuickBooks: Accounting, invoicing, and payroll, Online or Desktop. It holds a lot of your business, but on its own someone still moves information in and out of it by hand.
We connect QuickBooks to the rest of your stack with 4 skills: Payroll Prep, Job Closeout, Weekly Owner Report, Lead ROI Tracker. Each one runs inside the tools you already use, with your approval on anything that touches money or a client.
02 · THE PROBLEM
You pay for QuickBooks, but your team still copies data out of it, re-types it somewhere else, and chases what is missing.
Sounds familiar?
You copy data out of QuickBooks by hand
Someone re-types QuickBooks info into another tool
You only use part of what QuickBooks can do
Your team keeps asking "is that in QuickBooks?"
That's us. Book a call →03 · HOW IT WORKS
What AI does in QuickBooks
→Payroll Prep: Pulls JobTread time entries, flags missing or odd hours, and preps QB Desktop payroll for your approval.
→Job Closeout: Final invoice, review request, and warranty record, sent automatically.
→Weekly Owner Report: Monday morning: work in progress, cash, close rate, and jobs at risk.
→Lead ROI Tracker: Tracks what you spend on Angi, Thumbtack, and other lead sources, follows every lead through JobTread, and shows the true ROI of each source.
04 · HOW IT CONNECTS
How it connects
Skills that use it
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.Lead ROI TrackerTracks what you spend on Angi, Thumbtack, and other lead sources, follows every lead through JobTread, and shows the true ROI of each source.Agents that log into it
BookkeeperRuns on Claude. Preps payroll, reconciles time, and closes out jobs in QuickBooks.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.Stacks with QuickBooks
JobTread + QuickBooksPayroll prep from time entries, with approval before postingServiceTitan + QuickBooksInvoices and payments synced to QuickBooks without re-keyingContractor Foreman + QuickBooksTime cards checked and prepped for payroll, with approval before postingZoho CRM + QuickBooksWon deals become QuickBooks customers and invoicesIndustries
RemodelingEstimator, Dispatcher, and Bookkeeper. Built around JobTread proposals, change orders, and draw schedules.RoofingFast lead response, storm-surge intake, and insurance paperwork handled for every job.HVAC + PlumbingDispatch, maintenance-plan renewals, and after-hours intake by an agent.General ContractorsOps Analyst, Estimator, and Bookkeeper. Built around a bird's-eye view of calls, jobs, deals, and lead spend.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. We build on top of it. Your team keeps using QuickBooks the way they do today.
Yes, through its API or an automation tool like n8n, Zapier, or Make, using only the access you approve.
Payroll Prep is the most common starting point.
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.