Case study · Finance

See every number. Catch problems early.

How one service business went from guessing to seeing what's coming.

6 monthsbehind at the start

3 banks + cardsbrought into one book

1 viewall numbers, one dashboard

The problem

The owner never had a clear view of the business.

Books were 6 months behind, with money spread across three banks and cards. Decisions ran on gut feel, and problems showed up after the damage was done.

No clear view of the numbers
Data spread across banks and cards
Problems found too late

How we built it to run

We organized the money first. Then we put AI to work.

We put it in one place
One book of record and a dashboard for the owner.
We connected the feeds
Every bank and card is being connected to feed in on its own, so the numbers stay current without retyping.
We automated the close
Claude skills reconcile the books and catch duplicates and errors.
We made it look ahead
AI flags trouble early so the owner sees it before it hits.