An AI agent for construction. She cleaned up years of inherited bookkeeping errors, processes over 1,900 transactions a month autonomously, and closed a full P&L without the owner touching QuickBooks. Built for the back office of a 2-person GC in Charleston.
Comprehensive QuickBooks audit: cross-referencing 9,294 transactions, identifying ghost invoices (some lingering since 2019), correcting phantom vendor duplicates from years of bad imports. $40,180 in voided ghost invoices. $84,500 in corrected phantom entries. First proper reconciliation in years, confirmed by a CPA.
119 standing categorization rules applied across 1,940+ transactions via API, no human review needed. Weekly reconciliation every Monday: transactions pulled, auto-categorized, only true unknowns escalated. Typical week: 10–13 transactions, 75–85% auto-resolved, 2–3 items sent to Logan.
Six automated cron jobs running nightly (bank feed review, email triage, BT scan, QB data refresh, morning brief). Full bookkeeping dashboard, chart of accounts, tenant payment tracking, rent collection monitoring, lease management. April P&L closed autonomously: $47,534 revenue, $40,229 net income — complete without Logan touching QuickBooks.
GITS didn’t just scan for obvious errors. She ran a comprehensive audit of everything in QuickBooks: cross-referencing every transaction, identifying patterns of miscategorization, flagging ghost invoices that had been open since 2019, and correcting phantom duplicate entries from a previous vendor system.
Logan reviewed the findings himself. He wanted to see it with his own eyes — to understand what had happened and verify the fixes before they were applied. That’s the model: the agent surfaces everything, the human decides what to do.
After the cleanup, GITS shifted into ongoing operations. One hundred nineteen categorization rules learned from Logan’s patterns. Six automated jobs running around the clock. Weekly reconciliations that take minutes instead of hours. April’s P&L closed without Logan ever opening QuickBooks.
The honest caveat: QuickBooks’ bank feed disconnected in late April, and Intuit’s bot detection is blocking automated reconnect. Some things still need a human login. It’s a real limitation — and it’s the only one. The system works so well that we’re honest about where it doesn’t yet.
The books went from years of accumulated errors and a fired bookkeeper to a clean, reconciled, automated system in about six weeks. Since then, operations have been running on their own: 75–85% of weekly transactions resolved without human touch, a full P&L closed autonomously, and Logan freed from the back office he never wanted to run.
“The books went from years of accumulated errors and a fired bookkeeper to a clean, reconciled, automated system in about six weeks. That’s the proof.”