Bookkeeping workflows
Get the records ready for review.
Collect invoices and receipts, match records, and surface discrepancies. Give the person responsible for the books a clear review queue.
Explore finance operationsBookkeeping workflows. Analytics. Inventory. The work that keeps your business moving—connected in one system.
Hextraits builds, hosts, and manages custom AI systems around your operation. Start with one function. Connect more as it proves its value.
Book a 20-minute callCollect invoices and receipts, match records, and surface discrepancies. Give the person responsible for the books a clear review queue.
Explore finance operations01 / Your inputs
02 / The system handles
Extract details, match records, flag differences
A person reviews the exception
An unmatched payment needs a decision
03 / The output
Reconciled records for approval
Illustrative process. The inputs, rules, and approvals are agreed for your business.
Bring spreadsheets and system exports together, check calculations, and deliver the report your business needs—with sources behind the numbers.
Explore reporting systems01 / Your inputs
02 / The system handles
Combine sources, check totals, prepare analysis
A person reviews the exception
A source uses a different unit of measure
03 / The output
Checked workbook and summary
Illustrative process. The inputs, rules, and approvals are agreed for your business.
Bring stock, purchasing and order records into one process. Identify discrepancies and prepare replenishment decisions before they become surprises.
Explore inventory systems01 / Your inputs
02 / The system handles
Compare movement, flag shortages, suggest orders
A person reviews the exception
A stock discrepancy needs a recount
03 / The output
Reorder list for approval
Illustrative process. The inputs, rules, and approvals are agreed for your business.
Turn incoming requests into assigned work, follow-ups and visible progress. Connect the handoffs that currently sit across inboxes and roles.
Explore coordination systems01 / Your inputs
02 / The system handles
Classify requests, assign work, prepare follow-ups
A person reviews the exception
An unusual request needs an owner
03 / The output
Assigned queue and action history
Illustrative process. The inputs, rules, and approvals are agreed for your business.
Take on the work spread across spreadsheets, inboxes, and departments. We scope the inputs, decisions, and outputs, then build a system to carry it through.
Collect invoices and receipts, match records, and surface discrepancies. Give the person responsible for the books a clear review queue.
Explore finance operationsBring spreadsheets and system exports together, check calculations, and deliver the report your business needs—with sources behind the numbers.
Explore reporting systemsBring stock, purchasing and order records into one process. Identify discrepancies and prepare replenishment decisions before they become surprises.
Explore inventory systemsTurn incoming requests into assigned work, follow-ups and visible progress. Connect the handoffs that currently sit across inboxes and roles.
Explore coordination systemsBuilt, hosted, and managed by Hextraits. Your quote separates the setup from ongoing operation, including agreed hosting, AI usage, maintenance, and support. Start with a defined scope; expand by agreement.
How pricing worksNeed a focused build first? Websites and dashboards are still available. See fixed-price packages.
Explore a reporting workflow from scattered files to a checked workbook. See the inputs, review the exception, and inspect the result.
Try the interactive demo
Try the demoTwo short, narrated demos show distributor reporting and service operations.
Watch a demoRead how an escalation dashboard brought scattered operational work into one view.
Read the dashboard case studyYou work directly with the person building and managing your system. We agree the results it must deliver, what it can do on its own, and when a person needs to decide.
What to bring to the first callIdentify the inputs, decisions, handoffs, and result. Agree the setup scope, ongoing costs, and measures of success.
Review a working version against agreed examples. Check the results and exception handling before it takes on the day-to-day work.
Hextraits hosts and manages the agreed system, with monitoring, maintenance, and support defined in your plan. You own the code and data.
Add processes as the system proves useful. Scope new integrations, operating costs, and responsibilities before expanding.
Bring the work that takes too many steps or too many handoffs. Let's map a useful first scope.
Book a 20-minute callOr email access@hextraits.ai