Stone three  /  Money

Your numbers, current, without you touching them.

Bookkeeping, invoicing and collections, kept current.

The technical base is already running underneath this. Here is what this area adds, and what it hands back.

Money

What you do

  • Connect only the accounts you approve
  • Set the thresholds
  • Read the monthly pack

That is the whole list. If it is longer than this, we have built it wrong.

What we take off your plate, permanently

  • Categorizing every transaction
  • Chasing the receipts
  • Preparing the reconciliation
  • Tracking every filing deadline
  • Gathering the tax documents before your accountant asks

Every one of these is counted, and the count lands in your monthly ledger.

What this stone builds
  • Bookkeeping, invoicing and collections, kept current
  • Tax strategy development, planned not scrambled
  • Cash flow you can see without asking
Time back
4 to 7 hours a week

A design target, not a promise. Your assessment replaces it with your own number, and the monthly ledger proves it or does not. See the ledger.

The starting questionnaire

Three questions, then this stone is planned

Every stone opens with its own short questionnaire. Your answers generate two lists at once: the steps only you can take, and the work the agent takes over. The assessment runs all six stones in the arch order, then the keystone.

Security posture

Least privilege, and you approve each connection

Read-only until you say otherwise. Revocable in one click. Every connection appears in the monthly access report, whether or not anything went wrong.

The other stones