Billing & finance
A manual-ready invoice workflow with customer checks, owner review, and approval-gated accounting actions.
Goes in
Selected invoice inputs and the intended customer and job
Mac does
Checks identity and groups the inputs into a billing packet
You decide
The owner approves markup, labor, email, and accounting actions
Comes out
A manual-ready invoice review packet
The job
Supplier invoices were printed, spread across a table, and sorted into jobs by hand.
DOBE completed a backup-first move from the old office setup to a clean, dedicated MacBook workspace.
How it worked
What came out
The pilot keeps the owner's judgment in the process instead of pretending every contractor invoice is clean or obvious.
The support build now has a clean AI MacBook workspace with verified QuickBooks Online and Outlook connections.
Start with your job
DOBE can map the inputs, identity checks, owner decisions, and safest first output around the billing process you already use.
Next examples
Billing & finance
Verified delivered proof
Three employee workbooks became three one-page invoice drafts with quantities, rates, totals, work orders, and page counts checked before review.
Goes in
Three completed-job workbooks, rates, and prior examples
Comes out
Three checked invoice drafts
Checked output was delivered; no accounting write occurred.
Billing & finance
Verified owner-test proof
A protected owner test handled every row and returned clear owner and accountant review queues without bank or accounting access.
Goes in
One spreadsheet with 560 transaction rows
Comes out
One validated two-sheet review workbook
Protected owner test, not a client production run.
Customer & sales
Verified client system
A dedicated AI MacBook turns years of order history into a small, review-ready follow-up queue.
395+
client drafts tracked
Goes in
Approved customer and invoice exports
Comes out
A small, review-ready Gmail queue
Installed and checked with real business records.