You walk in with a list of questions taken from the exceptions you pasted.
Specification only. SME Automation does not build, support or troubleshoot implementations; use your own team, an AI agent or an implementer.
This specification does not give tax advice. The books stay in the accounting system.
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Function notes: Invoice reminders and a monthly owner note. The books stay in the accounting system.
Specification only. SME Automation does not build, support or troubleshoot implementations; use your own team, an AI agent or an implementer.
AI tool
Use Claude to list questions for the accountant
You walk in with a list of questions taken from the exceptions you pasted.
Time: About half a day for the first run.
Difficulty: Easy
Tools: QuickBooks, Claude, Notion
The accountant meeting is a tour of the screen. The questions are thought of afterwards.
You walk in with a list of questions taken from the exceptions you pasted.
Exceptions, then questions, then the note you send.
Public outline. Setup, settings, and prompts are on the full specification.
Trigger · QuickBooks
You filter transactions you do not know how to treat Nothing is sent yet.
Action · Claude
A draft is made from the exception list. A person reads it before it goes anywhere.
Check · Notion
A person keeps the accepted text on the page.
First setup: About half a day for the first run.
After it is running: The retyping of the same note each week, once the source stays tidy.
These are planning ranges, not a measurement of your business. They are not a promise of time saved, and they are not a quote for implementation.
Industries: Most small businesses. Updated 16 Oct 2026. The full specification exports as Markdown for an AI agent, and also as PDF and JSON.
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