AI-powered bookkeeping
I am Connor Whittemore. I bring years of experience in strategic finance and FP&A, and I built AI tooling that lets me deliver enterprise-grade bookkeeping for a fraction of the usual cost. Clean books, current daily, all over text.
Three steps. Two minutes.
One click. I get secure access to your chart of accounts, invoices, and bank feeds. Bank-level encryption. I never see your password.
I pull every uncategorized transaction, auto-categorize known vendors, and ask you about the rest. Your books are current within 48 hours.
Email scanning daily. Bank feed categorization. Invoice chasing. Cash flow reports. Tax reminders. You just run your business.
Full-service
Not just categorization. A full finance operation.
I pull every uncategorized transaction, auto-categorize known vendors, and batch the unknowns for your quick review.
Text a receipt photo. It is extracted, categorized, and in QuickBooks before you put your phone down. The AI learns your vendors.
I scan your inbox daily and book transactions before you even know they happened. Receipts, invoices, subscription confirmations.
Every open invoice tracked. Escalating reminders sent automatically. Friendly at 7 days, firm at 14, urgent at 30.
Clean P&L on the 1st. Margin analysis, expense trends, and plain-English insights, not just numbers. I flag anything off.
Weekly summary every Monday. 30/60/90-day forecasts. Cash crunch alerts before they hit, with a plan to fix it.
Quarterly estimated taxes. 1099 tracking. Deadline reminders. Your CPA gets a perfect handoff.
Multiple businesses? Each QuickBooks file stays isolated. I switch instantly, with consolidated reporting across entities.
"What did I spend on contractors?" Text me, answer in 30 seconds. No portal. No dashboard. No calls to schedule.
The difference
Other bookkeepers wait for you to send them stuff. I do not.
Honest pricing
Flat monthly rate, everything included, first month free. Behind on your books? Catch-up bookkeeping from $999 flat. Books current in 48 hours.
Try it for a month before you pay anything. Your books stay in QuickBooks exactly where they are, or in a workbook you can download. No data hostage, no hard feelings.
Why me
Years of strategic finance experience, now applied to your books.
Built cash flow models, led financial operations, and managed financial systems in high-growth finance roles.
Reporting, forecasting, budgeting, financial integrations, the same precision applied to your books.
I built the AI tooling so the work runs 24/7. Faster, more consistent, and far cheaper than a human alone.
Everything stays in QuickBooks. OAuth security. Cancel anytime. Your books are always where they have been.
The rate you sign up at is the rate you keep. No bait-and-switch. No surprise hike after year one.
Books stay clean all year. Your CPA gets a perfect package at tax time. Less work for them, less cost for you.
Enterprise-level finance expertise, AI that works 24/7, and the personal attention of someone who actually cares. 30 days free. Cancel anytime. Your books stay yours.
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