[juecd]

For categorization, we're using ML (which learns over time and isn't rule based like Quickbooks' suggestions, which uses regex).

For the other pieces of bookkeeping, we're using integrations to automatically match invoices/payments (especially disjointed ones, eg invoice through QBO but pay separate via Stripe on client's website). We're also doing stuff like adjusting journal entries programmatically, like payroll accruals. For now, QB is providing the financial reports, we're doing the bookkeeping so their automated reports are accurate!

We're basically doing the services that a bookkeeper would provide on top of a client's Quickbooks software. QB is a tool and we aim to be a service.