The problem
Billing, bank reconciliation, truck activity and county fee filings were done by hand.
What we built
- Daily billing checks
Finds completed work with no invoice, and invoices never sent.
- Bank reconciliation
Separates timing differences from real errors.
- Truck activity review
A daily review matched to jobs.
- County fee filings
Prepared from job data.
- Runs in
- Skills inside the company's Claude workspace. No new software to host.
Timeline
In daily use from the first day.
Who uses it now
Office administration works through the daily exceptions.
What changed
- Billing checked daily
For work done and not invoiced.
- Real errors separated
Bank reconciliation tells timing differences from real errors.
- The team works the exceptions
The checks raise them for review.