Service 06

AI & Finance Automation

We have done bookkeeping ourselves, so we build finance automation the way accountants want it: every number traceable, and nothing posted without approval. AI helps where it is safe to: sorting mail and drafting replies that a person approves before they go out.

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Quick answer

Finance automation removes manual invoicing, reminders and data entry, and AI triage sorts your inbox and drafts replies. Retro Digital Hub connects your systems to QuickBooks Online with an approval step, so nothing is posted to your books without a person signing it off.

Sound familiar?

The problems we fix.

Invoices and reminders are sent by hand and forgotten
The inbox is a single queue for every department
Accounting data is re-typed from one system into another
Month-end statements take days to assemble

What you get

Deliverables

AI inbox triage

Gemini reads incoming mail, routes it by department and drafts replies for human approval.

Invoicing & reminders

Invoices, e-signature capture, reminder chains and pass-through cost tracking.

QuickBooks sync

Approval-gated sync to QuickBooks Online, so nothing is posted without a person signing it off.

Statements & reports

Monthly statements and reports generated automatically from live data.

Stack

Tools we use

Gemini API
QuickBooks Online API
Gmail API
Google Sheets
OAuth 2.0
Webhooks

Outcomes

What changes

Faster payment through automatic reminders
An inbox sorted before anyone opens it
Clean books with a human in the loop

Proof

Related work

Business Platform

Simple Consultant Group LLCIn production

An entire firm’s operations, rebuilt as one platform

Intake, projects, document control, invoicing, e-signing and five external portals, written in four months on Google Apps Script and used daily by 16 staff.

FAQ