How It Works

Custom automation, built around your business.

LunarLogic builds tailored accounting automation for owner-operated service businesses and the bookkeepers and fractional CFOs who manage their books. AR and AP are common starting points, examples of the kind of custom build we deliver, not a fixed product roadmap. Built on the QuickBooks you already run.

Example Builds

Example 01

AR Automation

The complete invoice-to-cash cycle. Running automatically.

From sales order to collected cash: every step handled by the system. Invoices dispatched in seconds, reminders run every weekday, payments matched by AI. No AR clerk, no follow-up calls, no manual data entry.

AR Automation Pipeline

Sales order received

via Slack or email

Invoice created & sent

90-second processing

Reminders dispatched

systematic follow-up

Payment matched, ready to post

you approve the entry

19

days cut from DSO

$65K

working capital freed

40%DSO cut on one AR build (example outcome)
Example 02

AP Automation

Your payables: organized, approved, and paid on schedule.

Vendor bills captured automatically, routed for approval, scheduled for payment. Your outgoing cash becomes just as predictable as your incoming cash. Nothing paid early. Nothing paid late. Nothing paid without the right sign-off.

Bill Queue

Apex Supplies Co.

Due in 8 days

$2,340

Pending

TechTools Inc.

Due in 14 days

$780

Approved

Fleet Maintenance LLC

Due in 21 days

$4,120

Scheduled

Cash Impact

Bills due this week$7,240
Scheduled for payment$4,120
Projected cash position$124K
0manual bill entry required
Example 03

Full Accounting Automation

The whole back office, running on its own.

When discovery points to the broader back office, a build can cover cash flow forecasting, accelerated month-end close, payroll sync, and real-time reporting. What's included is scoped to what discovery finds, not a fixed bundle you buy up front.

Cash Flow Forecast

Aug
Sep
Oct
Nov
Dec
Jan
Feb
Mar
Actual
Forecast

3 days

Month-end close

vs. 14-day manual

Real-time

Reporting

vs. monthly

3 daysto close vs. 14-day manual

Built Around QuickBooks

Built on the QuickBooks you already run

LunarLogic builds the automation layer on top of QuickBooks Online or Desktop, and connects the tools around it: no migration, no new platform to learn, no rip-and-replace. We build what QuickBooks should be able to do but isn't.

Accounting Platform

  • QuickBooks OnlineLive
  • QuickBooks DesktopLive

Communication & Approval

  • SlackLive
  • Microsoft TeamsLive
  • Outlook / Microsoft 365Live
  • Gmail / Google Workspace

Payments & Banking

  • StripeLive
  • PlaidLive
  • ACH / Bank Transfer
  • Bill.com
  • Square

Productivity & Data

  • Google SheetsLive
  • Airtable
  • Salesforce
  • HubSpot CRM
  • Gusto Payroll
  • ADP

Run QuickBooks and use a tool that isn't listed? We connect to most systems with an API. Ask us about your stack.

Discovery First, Always

Every build starts with a conversation, not a menu.

We don't start with an answer. We sit down with the person doing the work, find the real bottleneck, and build the specific thing that fixes it. No scope, no proposal, and no pricing exists before discovery, because discovery is the design phase of the build.

Stage 01

Discovery

A working session with the person who owns the books, looking at where the time actually goes and where the process is held together with spreadsheets.

Stage 02

Diagnosis

We map the real bottleneck: collections, close, reconciliation, consolidation, or something QuickBooks was never built to produce. Often it's more than one thing.

Stage 03

Custom Scope

A build scoped to exactly what discovery found, priced to the actual work, then shadow-tested in parallel with your existing process before it's trusted to run alone.

AR is a common place to start because the cash is already earned and closest to the surface, but where a build begins depends entirely on what discovery finds, not a fixed order.

See exactly what LunarLogic would build for your business

Book a short call and we will walk through your current workflow, where the manual work is, and what a custom automation would look like for it.

Get a Demo

No long-term lock-in required.