Subcontractor Invoice Reconciliation
A done-for-you restoration automation built for the Project Accountant, connecting QuickBooks so the work below happens on its own.
What this automation does, step by step
As subcontractor invoices come in for a restoration job, this automation automatically checks them against the original scope of work and flags any charges outside that scope for review before they're rolled into the final insurance billing.
Charges that don't belong in the claim get caught before they become a dispute with the insurer later.
- DASH or a job costing system
- Zapier or Make.com
- QuickBooks Online
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Left to a person, this means a project accountant re-enters the same data more than once, double-checks it by hand, and still occasionally misses something. It's the kind of work that quietly eats hours every week.
With this automation
- Invoices generated the moment a job or milestone completes
- Polite, escalating payment reminders that run on schedule
- Failed payment recovery for subscriptions and memberships
- Expense, commission, and reconciliation work handled automatically
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