Team Portal
Tasks sorted by recommended completion order. Projected dates are based on your current workload and priorities.
Paste text, an image, or both. The AI will extract tasks with priorities, estimates, and due dates, then push them to Monday.com.
Client Breakdown
Generate monthly invoices in 4 easy steps. Upload documents, review matches, edit invoices, then send to QuickBooks.
Upload your credit card statement and ad receipts for the billing period.
Review and confirm which client each ad account belongs to. Your choices are saved for future months.
Review each invoice draft. Click to expand and edit line items.
Upload all reviewed invoices to QuickBooks as drafts. You'll send them manually from QuickBooks.
Map Monday.com clients to QuickBooks customers.
Map Meta/Google ad accounts to clients.
Generate P&L from your uploaded statements and invoices.