Agents

45 agents across 7 categories — receivables, payables, cash & banking, financial analysis, compliance & tax, operations, and reporting.

7

Receivables

Invoice tracking, collections, customer health, and recovery tools.

Accounts ReceivableAged invoices by customer and bucket across all companies.CollectionsEscalation scripts for high-value 90+ day accounts.Invoice ReminderQueues soft reminder emails for 1-60 day overdue invoices — pending approval.Invoice GeneratorSurfaces accepted estimates ready to be converted to invoices in QB.Lien NoticesGenerates mechanic's lien warning letters for 90+ day uncollected accounts over $500.Customer Health1–10 payment behavior score per customer over 8 weeks.DSO / DPODays Sales and Days Payable Outstanding trend charts.
6

Payables

Vendor bills, spend analysis, and payment integrity.

Accounts PayableAged bills by vendor and bucket across all companies.Vendor IntelShared vendors, concentration risks, and spend patterns.Vendor TermsLate payments and early-pay discount opportunities in AP.ACH / Check RegisterWeekly summary of outgoing checks, ACH, and bill payments.Duplicate PaymentsDetects same vendor + same amount paid twice across AP snapshots.Bill IntakeUpload PDFs/images or paste bill text — AI extracts and posts to QB.
4

Cash & Banking

Live balances, projections, and transaction reconciliation.

Cash PulseDaily live bank balance snapshot with low-balance alerts.Cash Flow30/60-day cash inflow and outflow projections.Bank Feed ReviewIdentifies uncategorized transactions needing account assignment in QB.ReconciliationUnreconciled transactions and bank match status.
9

Financial Analysis

P&L, budgeting, cost analysis, and portfolio-level insights.

P&L TrendMonth-to-date revenue, expenses, and margin by company.Consolidated P&LCross-company P&L rollup — total portfolio revenue, expenses, net income, and margin.Budget vs ActualMTD actuals vs QB budget targets — over/under by line item.Expense TrendExpense categories growing fastest week-over-week across all companies.Seasonal ComparisonYoY revenue comparison — critical for Island Life's pool season.Job CostingYTD per-job profitability from QB class reporting.ProfitabilityNet collectible revenue per customer — adjusted for aging and collection risk.Concentration RiskFlags customers >15% of a single company's AR — overexposure risk.Write-off RiskScores open invoices by collection probability — which to pursue vs write off.
7

Compliance & Tax

Tax deadlines, filings, audit readiness, and license renewals.

TaxQuarterly estimates, 1099 flags, and upcoming deadlines.Tax CalendarRolling 90-day calendar of federal and Florida tax filing deadlines with urgency alerts.Sales Tax TrackerMonitors sales tax liability accounts — flags balances and filing calendar.1099 PrepIdentifies vendors paid $600+ YTD who may require a 1099-NEC at year end.Audit TrailFlags suspicious changes — disappeared invoices, unexplained balance reductions.License TrackerMonitors expiry dates for business licenses, contractor licenses, and insurance policies.Sub COI TrackerMonitors subcontractor certificate of insurance expiry — flags expired and expiring-soon subs.
9

Operations

Payroll, intercompany, workflow, estimates, and growth tools.

Payroll MonitorPayroll vendor tracking and expense account analysis.IntercompanyDetect AR/AP between your own companies.Recurring InvoicesFlags regular customers missing from this week's invoice run.Customer StatementsFormatted open-invoice statements per customer — ready to send.Open EstimatesPipeline of unconverted QB quotes — value, age, and stale follow-ups.Cross-Sell TrackerMaps Fire customer service lines (alarm, sprinkler, service) and compares Fire vs Facility rosters.Gmail MonitorReads billing inboxes, categorises threads, and drafts professional reply suggestions.License ManagerAdd and manage license and insurance renewal records.Subcontractor ManagerAdd and manage subcontractor COI records.
2

Reporting

High-level narrative summaries and anomaly detection.

Weekly ReportWeekly narrative summary of AR/AP/Recon findings across all companies.Anomaly DetectorFlags 30%+ balance changes and new invoices >$2k across all companies.