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What you actually buy

The operating pack

Links to Intuit’s help desk are free. What a business pays for is a working week: who does rec, what the agent may draft, what never to buy, and a close calendar for this company. That pack is the license.

Your pack opens after you pay

Studio $349 generates this for the ledger you name — bookkeeper brief, close week, do-not-buy, AI rules. Sample below is a made-up firm.

Get access · $349See a sample first

Sample pack · Northline Studio

This week

Pick one bill inbox this week. QBO Receipt Capture covers light volume. Do not add a third AP product.

Bookkeeper does

  • Confirm Intuit Bank Feeds is connected — not a CSV.
  • Run QBO Receipt Capture daily if volume is light.
  • Clear rec exceptions weekly. Do not wait for month-end.
  • Queue anything the agent drafted for the reviewer. Do not post it.

Never

  • Do not add a second feed, a second OCR inbox, or a close app this week.
  • Do not let the agent post.

Owner does

  • Approve the posting queue. The bookkeeper still signs.
  • Pick one AP path if two exist. Kill the other inbox.
  • Do not buy software off a demo until this pack says the job is not already native.

Agent may draft

  • Bank match suggestions
  • Bill coding and capture fields
  • Flux narrative — as a draft
  • Chat answers that cite a GL row or saved report

Agent never

  • Post a journal
  • Change a vendor bank account
  • Send a board pack unsigned
  • Be the book of record

Close week

  1. Day 1–3

    Intuit Bank Feeds exceptions cleared · Weekly from now on — this is why close is long

  2. Day 4–6

    QBO Receipt Capture — one inbox, no duplicates · Kill the second AP path if it exists

  3. Day 7–9

    Payroll / cards / deferreds. Agent drafts. Person posts.

  4. Day 10–12

    Flux draft, reviewer certifies, pack. Do not buy Numeric this close unless rec is already weekly.

Do not buy

  • A third AP / capture product. One inbox only.

One book of record. · One inbox per job. · Agent drafts. A named person posts. · Foundation first. Agents last. · Conversational query is bundled on the ledger — do not buy another chat. · One close agent per period.