Five ways documents reach us. One agent that reads, checks and records them. People who decide the hard cases and sign off each month. The whole service, in one picture.
Kai pulls POS reports, feeds and portal invoices on schedule. Everything else: forward it by email.
Every entry is made under Kai's own login, so your accountant can see who did what.
Nothing is guessed. Nothing is silently rewritten.
Clean accounts your accountant files from.
Kai joins your QuickBooks, Xero or other platform as a named user. No platform? We run the books on ours — yours to take over any time.
Every ledger entry links to the invoice or receipt behind it. Want a copy you can browse? Optionally, we also file the complete set by year and month in a dedicated SharePoint folder you can open any time. If you ever leave, it all goes with you.
Kai posts under its own login. Every entry shows who made it — your accountant can audit the lot.
Quoted before you commit. Held for twelve months.
The agent does the work. A human checks it.
Every correction becomes a rule. Nothing is guessed.
The invoice or receipt behind every line, one click away.
Your QuickBooks or Xero, or one we manage that transfers to you on request.
Quotes, corrections and close notes — on paper.
Tax filing, payroll and CFO advice are out of scope — we keep the books; your accountant files on top of them. If you don't have one, we'll recommend firms that like receiving clean ledgers.
