QuickBooks automation · bookkeeping, CPA & fractional-CFO firms
QuickBooks automation that does the admin around the books.
Your team isn't slow at accounting — they're buried in the manual work around QuickBooks: chasing client documents, requesting W-9s, re-keying figures between systems. Praetonis connects to your QuickBooks Online company and automates that admin, so the books move without another hire.
What we automate on QuickBooks
Less re-keying. Fewer dropped balls.
- 1099 / W-9 collection — flag vendors paid $600+ with no taxpayer ID and chase the W-9 automatically. More on 1099 automation →
- Client-document collection — automated requests and reminders until the file is complete, routed into your system.
- Month-end prep — surface what's missing before close, not during. Month-end close automation →
- A stuck-client dashboard — one view of who's behind and on what, across every client.
- Human-in-the-loop, always — AI flags and drafts; your team approves; you sign. Data is processed in memory, never stored.
See it on real data. Connect a QuickBooks company and Praetonis reads every vendor and payment live — here's a real 1099/W-9 gap it found. See the live tool →