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Five years of books rebuilt from 34,000 transactions across 27 statement formats

He spent 31 years in IT, retired, and now runs an auto repair business. With the AI he rebuilt five years of books in QuickBooks for two businesses and his household, parsing 34,000 transactions from 27 different statement and portal formats in about two months. Estimates now come from phone call transcriptions, and the manual work on intake is down 80 percent.

How it works

  1. Statements gathered from every portal
  2. The AI parses and categorises the transactions
  3. Books rebuilt in QuickBooks
  4. Management system integrations built
  5. Estimates drafted from call transcriptions

Why it’s worth knowing

The scale is the story: 27 formats and 34,000 lines is the kind of backlog small firms simply live with for years.

Where it’s from

Summarized from a public post on reddit.com. See the original ↗

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