Result
self-reportedHis bookkeeping service ($925/month) left months of deposits unentered; his AI matched an $11,000.61 deposit to the exact customer check in seconds.
Jeff Kish owns Homey Roofing & Restoration, a Colorado storm and insurance roofing company. He gave his AI the bank statements and it matched deposits to customer checks, plus answered questions that would have taken him hours to dig up.
Who did it
Try it now
- Download bank statements for the months in question (PDF or CSV).
- Export your list of open invoices or jobs with customer names and amounts.
- Ask the AI to match every deposit to a customer or job and list what’s missing from your books.
- Hand the gap list to your bookkeeper and ask for it to be entered by a date.
Here are my bank statements for [months] and my open invoices/jobs list. Match every deposit to the customer, job or check it came from. Return a table: date, amount, matched customer/job, confidence. Then list every deposit that is NOT in my books [attach export], and any invoice still unpaid. Don’t change anything in my accounting software.
Want this set up on your own site?
Build it with PageWhat to watch out for
Keep the AI read-only on your books and spot-check its matches against the check images. This is one owner’s post, not an audit. Build it with Page: a private page listing open jobs and paid-or-not status.
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