Stories

Evidence, not promises.

The first story has a name. Figures are published only once the pilot has measured them and the customer agrees.

The eight-petal flower in 3D, with the Accounting petal open.

Customer storyPilot since September 2026

One accounting firm, many sets of books, one place to work.

Greenfield & Associates is an accounting services firm. It keeps the books for many clients, each with its own set of books in QuickBooks Online.

Greenfield & Associates agreed to be named on this page.

The daily work

Client documents arrive by email, as attachments and through OneDrive.

On AI Global Hub

Outlook email and attachments land in one shared inbox, readable before they are assigned to a client.
Statements in attachments are imported into the right set of books, each import opening a review task. Files on OneDrive are picked and imported into a book.
Each client's QuickBooks Online books are read in. Staff mark the reconciliation, managers finalise it.

Still done by people

Email to clients goes through review. Writing to QuickBooks stays switched off until it is independently qualified.

We will publish numbers once the pilot has measured them.

Scroll through each step

Step 1 of 4Runs on its own
A pilot runs
One process, one month, beside the way the team works today.
Step 2 of 4Runs on its own
The trail records it
Hours before and after, from the system's own trail.
Step 3 of 4Needs approval
The customer reads and agrees
The customer reads what will be published.
No name appears here without consent.
Step 4 of 4Runs on its own
Published, misses included
Any stage that did not speed up is written down too.

The earliest pilots tend to get shaped around the team running them.