Kestrel HVAC Supply
Amount842.15
Bookkeeping & reporting automation
Stop rebuilding the same workbook every month.
We automate the bookwork someone in your office does by hand, like entering numbers from invoices and receipts, filling the same monthly spreadsheets and pulling reports together. Your staff and your accountant start from clean, current numbers.
Bills and receipts
Example Fuel Stop
Amount96.40
Example Office Supply
Amount58.75
October sales export
| Date | Invoice | Job type | Amount | Taxable? |
|---|---|---|---|---|
| Oct 3 | 1041 | Parts sale | 186.50 | Yes |
| Oct 9 | 1042 | Service plan | 420.00 | No |
| Oct 14 | 1043 | Equipment | 2,350.00 | Yes |
| Oct 22 | 1044 | Repair labor | 640.00 | No |
Sales-tax workbook, October (example)
Reading the billsReady for review
| 1 | Item | Source | Amount |
|---|---|---|---|
| 2 | Taxable sales | Sales export | 2,536.50 |
| 3 | Exempt sales | Sales export | 1,060.00 |
| 4 | Total sales | Rows 2 + 3 | 3,596.50 |
| 5 | Purchases entered | Bills, receipts | 997.30 |
The workbook, not the filing. No tax advice.
The workbook, not the filing. No tax advice.
What we automate
If someone in your office does it the same way every week or every month, it’s a good candidate.
Data entry from invoices and receipts
Numbers from supplier invoices, bills and receipts pulled out and entered where they belong, without retyping.
Monthly workbooks
The workbooks someone rebuilds every month, like a sales tax workbook, filled in from the reports you already run.
Reports from your systems
Reports like your sales rep reports, pulled together from the systems you already use instead of by hand.
Clean, current numbers
Your staff and your accountant start from numbers that are already in, instead of from a pile of papers.
Checked before you rely on it
Every automation is tested against your real records first, and you review the output before it runs on its own.
Not a CPA firm
We don’t prepare taxes or give tax advice. We automate the workbook, not the filing.
From our work
Real work: the monthly workbook and the rep reports
An equipment distributor needed its monthly sales-tax workbook and its sales rep reports done every month. We automated both.
The workbook fills in from the reports the office already runs. It’s a prepared workbook for the office and their accountant to work from. We don’t file anything and we don’t give tax advice.
Clients stay unnamed. The demo at the top of this page uses made-up data.
How it works
From the first call to ongoing support.
Free audit
A 15-minute call about where the bookwork time goes, then a short written plan of what we’d automate first.
Map the work
We look at the workbook or report the way it gets done today, with your real files, before we build anything.
Build and test
It runs against your real records first. You check the output before it runs on its own.
Go live
It starts filling the workbook on its own, and the first runs get watched closely.
Ongoing support
When a report changes or you add a new one, we update the automation so it keeps doing its job.
What bookwork can you automate?
The bookkeeping tasks someone in your office does by hand every week or month: entering numbers from invoices, bills, and receipts, filling the same monthly spreadsheets, and pulling reports together from the systems you already use.
Are you a CPA? Do you do taxes?
No. StreamTec isn’t a CPA firm, and we don’t prepare tax returns or give tax advice. We automate the bookwork so your staff, and your accountant, start from clean, current numbers.
Do I have to switch the software I use now?
Usually not. We connect the tools you already have, like your CRM, accounting software, and supplier portals, instead of asking you to switch.
How do I know an automation won’t make mistakes?
Every automation runs in a sandbox against your real documents first. You see the output and check it, and it isn’t allowed to submit anything on its own until the output is right.
What does someone rebuild every month?
Tell us which workbook or report eats the most time, and we’ll send back a short written plan of what we’d automate first. Free, and yours to keep.