Service
Software Integration & Bookkeeping Clean-Up
We connect the job software you already pay for to your bookkeeping system and to each other, fix the mapping that causes duplicate invoices and mismatched customers, and write down which system is the source of truth.
Is this you?
- Your bookkeeper spends hours every month matching job software to the accounting records
- You see duplicate invoices, missing payments, or customers spelled three ways
- Change orders or budget revisions never make it back to the books
What's included
- Review of chart of accounts, items, cost codes and customer names
- Clean-up of duplicates and broken mappings
- Sync settings configured and tested
- One-page "source of truth" runbook and monthly reconciliation checklist
- Training session and 30 days of fixes
Trades this helps most
FAQ
Questions about software integration & bookkeeping clean-up
Why does job software create duplicate invoices in the accounting system?
Usually because customers, items or tax settings are not mapped the same way in both systems, or because invoices are being entered in both places. The fix is to clean up the mapping and decide which system creates the invoice.
Do I need to upgrade my software plan to connect it?
Sometimes. Some tools only offer API or Zapier access on higher tiers. We check whether the built-in sync on your current plan can do the job before recommending an upgrade.
Not sure where to start?
Book a free 30-minute Systems Check. We'll walk through how a job moves from first call to paid invoice, then tell you plainly what's worth fixing first. If nothing is, we'll tell you that too.