AI bookkeeper for remodelers on QuickBooks Online
Know what every job really costs.
Your crew snaps the receipt. SitRep puts it on the right job in QuickBooks. You answer the few it can't.
Read-only · about 10 minutes · no card
- QuickBooks Online
- Receipts from your phone's camera
- JobTread (coming soon)
- Forward receipts by email (coming soon)
Nothing changes in QuickBooks unless you turned it on or answered a card.
Tagging jobs needs QuickBooks Online Plus or Advanced (Essentials: we're checking). Simple Start has no place for a job on an expense. The free scan works on any plan.
How it works
Ten minutes to set up. A few minutes a week after that.
Connect
Link QuickBooks Online and snap receipts with your phone. Forwarding receipts by email and JobTread are coming soon. The scan only reads.
- QuickBooks
- Receipts
Answer a few cards
We match most costs to jobs from your receipts and the job codes written on them. When we can't tell, you get a short question card with our best guess. One tap and it's done.
$412.37 Lowe's · Sep 18 — which job?
- Kessler Sunroom (suggested)
- Brennan Basement
- Shop
Read your SitRep
Every Monday, one short page, numbers first: cost on jobs, jobs running over, cards waiting, and whether last month is closed.
- Costs on jobs94%OK
- Kessler Sunroom over$1,980Watch
- Edits to a closed month2Fix
What the free scan finds
Three problems we find in almost every remodeler's books.
- High412 transactions
$136,659
Materials with no job
Supply-house runs post to "Job Materials" with no customer or job, so job costs never see them.
We'd fix it: match each one to a job from your receipts and their job codes. We ask you about the ones we can't place.
- High27 transactions changed · Mar, May, Jun
$18,420
Closed months changed later
Transactions were changed or deleted after your CPA closed those months. What you filed no longer matches your books.
We'd fix it: re-check those months with your CPA, then lock them in SitRep, so it never writes into a closed month.
- Medium9 client payments
$27,300
Stuck in Undeposited Funds
Client payments were recorded but never deposited in QuickBooks, so revenue and cash don't agree.
We'd fix it: match each payment to its invoice and the bank deposit it landed in.
Sample scan of a $1.8M kitchen-and-bath remodeler, Jan–Sep.
Pricing
Start with the scan. It's free.
Scan
Free
See what's broken in your books before you pay anything.
- Read-only connection
- Untagged dollars by vendor
- Health score + top 3 problems
- A report to send your CPA
- What most remodelers pick
SitRep Books
$199/mo
Every cost on the right job, every week. One company, everyone on it.
- Card and bank charges tagged to jobs
- Question cards, one tap
- The weekly SitRep
- Bank & card reconciliations
- Closed months locked
- Read-only view for your CPA
Cleanup
One-timequoted from your scan
Fix the backlog so the monthly plan starts clean.
- Backfill jobs on past months
- Clear Undeposited Funds
- Re-reconcile changed months
- Flat price, agreed before we start
Per company, billed monthly. Cancel anytime. Your books stay in your QuickBooks. Tagging jobs needs QuickBooks Online Plus or Advanced.
Case study · our own remodeling company
“We used to find out a kitchen lost money when our CPA called in April. Now we know by Friday. We answer cards in the truck, and last month stays closed.”
| Our first 90 days | Before | After |
|---|---|---|
| Material dollars with no job | 2% | |
| Month closed by | 10th | |
| Owner hours on the books / week | 1 |
Find out what's untagged in 10 minutes.
Read-only. Nothing changes in your QuickBooks.