Question 1

What accounting systems do you integrate with?

Accepted Answer

QuickBooks Online is our primary integration, covering 80% of our clients. We also build on Xero, FreshBooks, Wave, and Sage. If you use something outside that list, we confirm API access before scoping. The goal is always zero manual data entry between your field software (Jobber, ServiceTitan, etc.) and your books.

Question 2

Can this handle invoices that require approval before sending?

Accepted Answer

Yes. We build approval routing into the workflow. Below a threshold you set, invoices go out automatically. Above it, you get a Slack message or email with a one-click approve link. Complex jobs with change orders can be flagged for review before the invoice finalizes. You control the rules.

Question 3

What about receipt and expense tracking for field crews?

Accepted Answer

We connect to receipt capture tools (Expensify, Dext, or direct photo upload via SMS) and route expenses into the correct QuickBooks category automatically. If a tech buys supplies on a job, they text a photo, the system extracts the vendor and amount, and it lands in the right expense account with the right job code.

Question 4

How does this affect my existing bookkeeper?

Accepted Answer

Most clients find their bookkeeper spends far less time on data entry and reconciliation and more time on analysis and reporting. We have had clients whose bookkeeper moved to part-time after a Back Office Autopilot deployment. Others use the freed hours to take on more clients. Either way, the bookkeeper role becomes higher-value.

Back Office Autopilot

What We Deliver

Typical Results

Frequently Asked Questions

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