Invoice AuditorRead-only books-integrity agent for QuickBooks
AP Controls for Fractional Controllers, Across Every Client QuickBooks File
You carry the controller title across a portfolio of clients, but you can't sit inside each AP process every day. A free, read-only AI agent reviews every connected QuickBooks Online file and surfaces the duplicate payments, ghost vendors, and split bills that deserve your attention — for your review, in about two minutes per file.
Start free — no credit cardFree to use · No credit card · Read-only QuickBooks access · 2-minute setup
The fractional controller's real problem: depth without presence
As a fractional controller you own the control environment for several companies at once, but you're not in any one of them full-time. The AP work happens between your visits, entered by an in-house bookkeeper or an owner doing it after hours. That's exactly where money quietly leaks: a duplicate payment, a vendor that was never real, three bills shaped to slip under an approval line. You can't watch every entry, and reviewing each file by hand on every visit isn't realistic. You need a consistent control layer that runs across the whole portfolio without your presence.
One diagnostic pass, sixteen checks, every file
Connect each client's QuickBooks Online read-only and the AI agent runs the same sixteen checks across all of them — duplicate payments hiding across object types, ghost vendors with no tax trail, split bills under an approval threshold, silent unit-price creep, unused vendor credits, recurring-charge drift, and more. Every file comes back with a 0-100 Books Integrity Score and the specific evidence behind each flag. Because the review is identical from client to client, you get a comparable read across the portfolio instead of a different ad-hoc check each time. The agent never touches the books.
Duplicate detection that works across multiple client files
The duplicate payments that cost your clients aren't the obvious twins QuickBooks catches. They're the same payment wearing two faces — a hand-entered bill and a bank-feed expense that were never compared. The agent reads across bills, expenses, and checks to recognize one real payment no matter which form it took, and surfaces the pair side by side with vendor, amount, and date. Run it across every connected file and the same gap gets checked everywhere, so a leak in one client's books gets the same scrutiny as any other — for your review, never a verdict.
Evidence you can put in front of an owner
A fractional controller earns the seat by being concrete. Every flag the agent surfaces shows its work: the records it compared, the threshold a cluster slipped under, the unit price that stepped up and stayed up, the vendor credit still sitting open. So when you raise a finding with an owner or in-house bookkeeper, you're not asking them to trust a black box — you're pointing at the specific lines. An Apex Strategic Consulting vendor with no tax ID and a single large bill already paid is a two-minute phone call, framed as a potential risk for review, not an accusation.
A repeatable control ritual between your visits
Internal controls only count if they're actually enforced. The agent turns approval thresholds, vendor vetting, and credit application from policies on paper into a check that runs on every file, every period. Make it part of your monthly close rhythm: connect, review the score and flags, walk the handful that matter with the client, move on. Across a portfolio that's the difference between hoping the books are clean and knowing what to look at. It scales your judgment across more clients without adding hours you don't have.
Free, read-only, and safe for client data
It's free to use, with no credit card required. Sign in with Google, connect each client's QuickBooks Online through the official read-only authorization, and results come back in about two minutes per file. The agent reads the ledger to surface potential issues and never writes, edits, or deletes anything — we never touch your books. That read-only promise matters when the data isn't yours to risk: you can add a control layer for every client without ever putting their file in harm's way.
Find it in your books
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Start free scan See a sample report →Frequently asked
How can a fractional controller run AP controls across multiple client QuickBooks files?
Connect each client's QuickBooks Online read-only and the AI agent runs the same sixteen checks on every file, returning a Books Integrity Score and the evidence behind each flag. Because the review is identical from client to client, you get a consistent, comparable control layer across your whole portfolio instead of an ad-hoc check per engagement — all surfaced for your review, with the agent never touching the books.
Can one tool detect duplicate payments across several different client books?
Yes — connect each file read-only and the agent applies the same duplicate detection to all of them. It reads across object types to catch the same payment recorded once as a hand-entered bill and again as a bank-feed expense, the kind QuickBooks treats as unrelated records. It surfaces each pair with vendor, amount, and date for your review, so every client's books get the same scrutiny rather than depending on which file you had time to check by hand.
Is it safe to connect my clients' QuickBooks files to this AI agent?
Yes. The agent connects read-only through the official QuickBooks Online authorization and never writes, edits, or deletes anything — we never touch your books. It reads the ledger to surface potential issues for your review and nothing more, which matters when the data belongs to your clients. You can add a control layer across the portfolio without putting any client file at risk.
What does the AI agent check beyond duplicate payments?
It runs sixteen checks in total, covering duplicate payments, ghost or shell vendors with no tax trail, split bills shaped to dodge an approval threshold, silent unit-price creep, unused vendor credits, recurring-charge drift, and more. Each connected file comes back with a 0-100 Books Integrity Score and the specific evidence behind every flag, so a fractional controller gets a full diagnostic read on each client's AP environment for review.
How much does it cost a fractional controller to use across a client portfolio?
It's free to use, with no credit card required, regardless of how many client files you connect. Sign in with Google, connect each client's QuickBooks Online read-only, and results come back in about two minutes per file. There's no per-client fee, so you can make it a standard part of every engagement's monthly close.
Does a flag from the agent mean a client's books contain fraud?
No. Every flag is a diagnostic for your review, not a verdict — a duplicate to confirm, a vendor to verify, a price change to check was agreed. The agent shows the evidence behind each one so you or the client can settle it quickly, often with a short phone call. It surfaces what deserves a second look; a human always makes the call.