QBO Operations & Reporting
Bookkeeping with judgment. Not a dashboard, a decision.
- ▸ Drafts journal entries for approval, never posts blind
- ▸ Categorizes incoming bank-feed transactions to QBO classes
- ▸ Tracks A/R aging, drafts dunning sequences in your voice
- ▸ Multi-company support - Prospectr runs this across 3 entities daily
- ▸ Weekly margin and cash-position email tuned to phone reading in 90 seconds