Multi-location reconciliation
Bank, floor plan, and schedule reconciliations pulled together on a repeatable monthly cadence.
Industries
Auto dealerships
Multi-location reconciliation and reporting brought into one system.
What we see in this industry
Multiple rooftops mean multiple statements, schedules, and month-end deadlines. We consolidate the routine work so your controller reviews numbers instead of assembling them.
- 15–20 hours saved monthly on multi-location reconciliation
- Shorter month-end close
- Consistent documentation across rooftops
What we offer
Deal jacket filing
Automatic filing and naming of deal documents so each jacket is complete and searchable.
Vendor invoice and approval flows
Approval routing by amount and department, with a clear audit trail on every payment.
Consolidated reporting
Rooftop-by-rooftop and group-level reporting in one dashboard, refreshed on schedule.
Your custom GPT technology stack
We configure a custom GPT working layer around Power Automate, Power BI, SharePoint, QuickBooks. The final design depends on your document and transaction volume, system access, approval limits, reporting needs, regulatory constraints, and required human review. The GPT helps retrieve, classify, summarize, and prepare work while your approved business systems remain the source of record.
Other industries we serve
Architectural firms
Project billing, retainer tracking, and client invoicing kept on schedule.
Independent brokerage firms
Commission tracking and client documentation without the manual chase.
Restaurants
Vendor invoicing and payment follow-up so owners can run the floor.
Spas & gyms
Membership billing, dues follow-up, and reporting on autopilot.
Paving & trade contractors
Job costing and invoicing that keeps pace with jobs in the field.
Let's look at your back office
Tell us where the paperwork piles up. We'll show you what can run on its own.
Book a conversation