Invoices · receipts · follow-up
QuickBooks stays the ledger. The retyping can go.
Automate invoice capture, coding, and follow-up while QuickBooks stays the ledger. Indigo Tango adds review before anything posts.
The books are fine. The path into the books is not.
A bill arrives by email. Someone downloads it, retypes the vendor, guesses a class, and forwards it for approval that may never come. QuickBooks is doing its job. The hours are spent before the transaction exists.
Indigo Tango automates that front half. Capture the document, pull the fields, match the vendor, and prepare the coding. A person approves the exceptions and anything over the line you set. Then it posts. QuickBooks remains the system of record.
Work that usually pays back first.
The assessment ranks these by how often they happen in your file, not by how impressive they sound.
• Vendor bills and receipts that should be coded the same way every time
• Customer invoices that wait on a missing field from the CRM or the job file
• Follow-up on unpaid invoices that today depends on someone remembering
• A weekly close pack that is rebuilt by hand from the same three reports
Nothing posts without a rule.
Automation that writes to accounting needs a narrower permission than a chatbot. Indigo Tango defines what can post unattended, what must stop for a human, and how you can see what happened. If a match is uncertain, it waits. That is slower than a demo and safer than a cleanup.
The same pattern connects the CRM or the job system when the amount starts somewhere else. The point is one entry, not a new accounting platform.
Questions people ask before they call.
Will you replace QuickBooks?
No. QuickBooks stays the ledger. Indigo Tango automates capture, coding suggestions, follow-up, and the handoff into QuickBooks, with a person reviewing exceptions.
Can bills post without anyone looking?
Only when you set that rule, and only inside it. Unknown vendors, mismatched amounts, and anything over your threshold wait for approval.
Does this work with QuickBooks Online and desktop?
QuickBooks Online is the common case. Desktop and other ledgers are in scope when there is a stable way to read and write. The assessment confirms the path before a build is quoted.