Case study · AI & Automations
20 hours of admin a week,
handed to AI.
We built an AI Task Tracker for our own agency. It collects our contractors’ hours, rewrites their notes in plain English, shows every client exactly what they’re paying for and prepares invoices in one click.
- ~20 hrs
- of admin saved every week
- 1 click
- to invoice every monthly client
- 5 min
- the smallest mismatch the audit has caught before an invoice went out
The problem
Every hour our contractors worked had to be tracked by hand. Each week we collected their hours, retyped them into a spreadsheet for each client, then entered them again in QuickBooks. Billing took days.
Contractors wrote notes in different styles, sometimes not in English, so they weren’t fit to show clients. Duplicate entries and late entries for weeks already billed were easy to miss.
What we built
One hub for every contractor’s hours
A central Google Sheet pulls in each contractor’s time log automatically. No more collecting and retyping.
AI that writes for the client
Claude rewrites every task note into clear, client-ready English and translates it when needed.
Checks before anything goes out
Duplicates, entries over 8 hours, missing descriptions, copied work and late entries are flagged before a client sees them.
A live tracker for every client
Each client gets their own tracker, by week, with every task, the hours and the cost, plus weekly or monthly email reports.
Invoices in one click
A monthly file goes straight into QuickBooks, after an audit compares our records with every client’s tracker.
What changed
- Admin that used to eat about 20 hours a week (writing up tasks, chasing hours, updating QuickBooks) now runs on its own.
- The pre-invoice audit matches every client’s hours to the minute, and has caught a 5-minute difference before an invoice went out.
- Clients see every task, hour and dollar in their own tracker, in plain English.
- It worked so well that we’re now rebuilding it as a full web app with contractor and client logins and a direct QuickBooks connection.
What eats your
team’s week?
Bring us the task your team complains about most. We’ll tell you if it can be automated and what it would take.
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