AI case study · Example project
Each business had its own books and bank accounts. Every quarter turned into a scramble to figure out what was owed and whether anything was missed.
The question: Am I up to date on taxes, and how much does my business owe this month?
Why this question matters
Owners with more than one business often find out what they owe at the worst possible time. Keeping the books clean and the estimate current every month turns tax time into a review, not a scramble. The accountant still decides; AI just makes sure the numbers are ready.
The project, step by step
Knowing what the business owes, every month
Example: an owner running three small businessesEach business had its own books and bank accounts. Every quarter turned into a scramble to figure out what was owed and whether anything was missed.
- 01 · ASK
The question
We connected the books and bank feeds for all three businesses and matched them to the payment method the owner’s accountant uses.
- 02 · AI + TOOLS
Connect the right tools
We use AI on top of the apps already in the business:
QuickBooks Online APIBank feedsGusto payrollClaudeGoogle SheetsGmailTwilio SMS - 03 · TASKS + AGENTS
Turn it into tasks and agents
- Categorization agent sorts transactions across all three businesses and flags anything unclear
- Estimate agent calculates the monthly set-aside using the accountant’s method
- Reminder agent texts and emails due dates before payments are due
- 04 · CONTROL PANEL
Manage it from one screen
We build a control panel that ties the texts, emails, tasks and logistics together, with a person approving anything important.
Today’s activity
This example is based on systems Travis Finseth has built and used in his own businesses. The company, names and figures are illustrative; your free assessment gives real estimates for your business.
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AI Consulting & Integration · AI for Business · Get a free AI assessment