IPOPBOOKS does the books for small businesses in the US. The owner connects a bank account once. AI sorts every transaction, a bookkeeper checks it, and the owner gets a profit and loss report, a balance sheet and a cash flow report for their accountant.
The founder was starting the company from zero and found us on Clutch. We built all of it: the client portal, the workspace where bookkeepers post entries, the admin panel, the AI features and the marketing website.
The founder wanted to sell a service, not another app. Owners should never type in data. AI does the routine sorting, and a person approves every entry. Ready-made accounting software would have cost more per client than he planned to charge, so he needed his own platform. He was clear that quality and data security came before speed.
Bookkeepers could not see clients' emails or phone numbers. Only admins could. And there was nothing to sell until all of it worked.
We met the founder once or twice a week and showed working software at every call. The core scope had a fixed price. New ideas were quoted one by one before we built them.
How it went:
The launch was planned for June 1. We moved it to June 16 to test everything with live bank data first. During the build, only one person at Rocketech could see client data.
The Rocketech team:
AI never writes to the books on its own. For each new transaction it suggests a category, how sure it is and a one-line reason. The bookkeeper approves or fixes it, and only then does the entry go into the ledger.
The system remembers each approval. The next charge from the same merchant gets the same category at once, with no AI call. Over time a client gets fewer questions, and the platform pays for fewer AI calls.
The first US bank data provider asked for a stack of security policies before it would sign.
We moved bank feeds to another provider, so the launch didn't wait on that paperwork, and kept the first provider in the code for later.
ROCKETECH's quality of work, timely responses, and timely delivery during the project stood out.
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