When QBO stops scaling for bookkeepers running 15+ client portfolios. 5 breakpoints past 15 clients, honest comparison vs Growthy, Xero, Puzzle, FreshBooks, plus a 30-day migration overview.
Bank rules vs AI categorization across 8 dimensions. Hybrid stack wins: rules for high-confidence repeat vendors (Stripe, payroll, recurring SaaS), AI for everything else. Real numbers.
The 4-layer framework for evaluating bookkeeping automation (import, categorize, match, report) plus a 7-tool comparison: Growthy, Digits, Puzzle, Hubdoc, Pilot, Docyt, QBO Live.
The 5-to-15 client transition is where solo bookkeepers either invest in automation or burn out at 12-13. Here's the stack, the pricing, and the ROI math that makes it work.
Receipt OCR is solved tech. The unsolved problem is matching the captured receipt to the bank transaction across timing, amount, and multi-line splits. Here's how the stack actually fits together.
12-step month-end close checklist with honest automation flags. Each step marked Manual, Automatable, or Already Automated, with time estimates and the judgment calls software can't make.