We build the tools that take the typing out of bookkeeping and the chasing out of client work: documents read into your system, books kept in sync with the tools around them and reminders that go out on their own. The scope is written down and agreed before we start.
Tell us what you needSee example projectsWhat accounting firms tell us before a project starts.
Each one is a working piece you can open and check when it's done.
Supplier invoices and receipts read from PDFs and photos, with vendor, date, lines and totals ready to post for review.
PDF and document data extractionJob, billing or payment data moved into QuickBooks or Xero on a schedule, matched to the right customer and account.
QuickBooks, Xero and HubSpot integrations API integrations and data syncA checklist per client, a request that goes out on the date, and polite reminders until every item is in.
n8n, Make and Zapier automationEngagement, questionnaire, access requests and a folder set up from one form, with tasks created for your team.
CRM setup and lead pipelines n8n, Make and Zapier automationWhere an app needs bank data, a connection through a bank-linking service, with transactions pulled into a sheet or database.
Plaid and bank data integrationOpen work, due dates and workload by person across the firm, and billing status by client.
Dashboards and reportingAccounting software we work with: QuickBooks Online, Xero, Dext, Karbon, TaxDome, Canopy, Bill.com.
And the general tools around it: Google Sheets, Excel, HubSpot, Stripe, Zapier, Make, n8n.
Illustrations of the shape of the work, not past clients. Yours gets its own written scope.
Example project
Example: a bookkeeper receives forty supplier invoices a week as PDFs. Each is read on arrival, coded from the vendor's past entries, and queued in QuickBooks for approval.
Gmail, PDF extraction, QuickBooksExample project
Example: a firm with sixty clients wants each client sent their own checklist on the first of the quarter, with reminders every few days until the documents arrive.
Forms, Airtable, emailExample project
Example: a client's job management software records completed work. Each night the invoices are created in the accounting system against the right customer.
Job software API, QuickBooks
Example build
Python, OCR, layout-aware PDF parsing, LLM extraction with validation rules, PostgreSQL, React
Example build
Python, FastAPI, QuickBooks Online API (OAuth 2.0), webhooks, PostgreSQL, Docker
No. We connect the one you use to the tools around it, and keep a person in the loop for anything that posts to the books.
We build in your own accounts, limit access by role, and avoid copying financial documents into tools that do not need them.
No tool does. Anything unclear is flagged for a person, and we show you how accurate it is on your own documents before you rely on it.
Tell us your accounting software and the task you dread each month. We reply with questions or a written scope.
Email a few lines about what you want and which tools you use, or call. We reply with questions or a written scope.
hello@pushbuild.com