Result
self-reportedThree forensic bookkeepers quoted $14,000 to $21,000 to fix his QuickBooks records. With the Grok Bot Pro plan, his QuickBooks was fixed within 2 weeks, and his company is now in SBA loan underwriting.
Paul Reardon needed clean QuickBooks records to apply for an SBA loan. Years of different bookkeepers (including QuickBooks' own service) had left the records so messy that he needed a forensic bookkeeper. He got 3 proposals from $14,000 to $21,000. Instead he tried Grok Bot on the Pro plan. Within 2 weeks the books were fixed, and his company is now in SBA underwriting. He says it also helped him expand his company's robotics services division.
Who did it
Try it now
- Export your QuickBooks reports (profit and loss, balance sheet, bank reconciliations) and your bank statements for the same years.
- Have the bot compare them and list every gap: unreconciled months, duplicates, miscoded transactions, missing entries.
- Fix one month at a time, starting with the oldest, and approve each change before it's made.
- Reconcile every bank and card account to the statement balance.
- Have your CPA or the lender's checklist review the final reports before you submit the loan file.
I need my QuickBooks books clean for an SBA loan. Here are my QuickBooks reports and my bank statements for [years]. Compare them and give me a list of every problem: unreconciled months, duplicates, miscoded transactions and missing entries, oldest first. Suggest the fix for each one and wait for my OK before changing anything.
Make it run every week
A play works once. Turn it into a routine in three small steps:
- Run it once and check the result yourself.
- Give your AI a schedule. Tell it when to run this play (every week, or every month) and to message you with what it found before you act.
- Keep a log. One line per run: what was checked, anything flagged, what you did.
What to watch out for
Self-reported from his own post. Bookkeeping errors can cause tax and loan problems, so have a CPA look over the final books before you send them to a lender, and keep a backup of your QuickBooks file before any changes. Build it with Page: a simple page for your lender or CPA with the documents they asked for, in one place.
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