For plumbing bookkeepers
Mission codes the card swipes, matches receipts to tickets, and runs the past-due cadence so you can read the numbers.
Your day
Deciding when a 75-day commercial receivable goes from a polite nudge to a real conversation, catching that snaking margins are underwater because cable and fuel never hit the ticket, spotting the supplier double-charge — that’s why the shop stays solvent. The coding and the receipt detective work is what eats the week.
Coding every bank and card line, matching texted receipt photos to jobs, fixing invoices that didn’t sync cleanly into QuickBooks, chasing the techs for receipts, sending the 3/7/14-day past-due emails, and hand-building the monthly package.
Deciding when to escalate a drifting receivable, catching the underwater margin and the miscategorized owner draw, talking to the accountant about how to book the new truck — reading the business and protecting the customer who pays the bills.
What it costs
On a part-time desk, most of the week goes to the tax instead of the numbers. The package lands late, the commercial accounts drift, and the owner makes pricing and dispatch calls without ever seeing which jobs actually made money.
With the books at roughly ten hours a week and about 70% of that being categorizing, receipt-chasing, re-keying, and reminders, only a sliver is left for reading the numbers.
Every commercial invoice that slips past 60 days without a nudge is real money at risk — odds of collecting fall to roughly half past 90 days and a quarter past 120 on a thin-margin shop.
The P&L package can’t be built until reconciliation and job-costing are clean, so it lands weeks into the new month — and the owner steers blind until it does.
With Mission: The capture, matching, and cadence run on their own, so the hours go back to reading the numbers and protecting the cash.
What Mission does
You set the rules once. Mission’s agent does the rules-based capture, matching, and assembly — clearing the clean 80% and surfacing only what needs a human — so the coding and chasing stop interrupting the reading.
Ingests texted and emailed receipt photos and card charges, OCRs them, and proposes the job and expense category by date, vendor, and amount — flagging only the ambiguous ones for you to assign instead of leaving you to play detective.
The result
When the capture and the cadence run on their own, un-coded swipes stop piling up, the package no longer waits on a clean reconciliation, and the commercial accounts get nudged before they drift past collectible.
The agent categorizes the feed and matches receipts against your rules, so you open the books to an exception list, not a backlog.
Reconciliation and job-costing stay current, so the P&L and job-profitability draft assemble on schedule instead of weeks late.
The 3/7/14-day cadence runs on residential invoices and drafts the commercial escalation before anything crosses the collectible line.
Safe by default
A wrong escalation to a paying customer or a miscoded draw is expensive. Mission is built so the agent captures, matches, and drafts — and the escalation decisions, the customer relationship, and the sign-off stay with you, with every action under your approval.
Works inside the tools you already run on — email, calendars, sheets, your CRM, your portals.
Anything risky or off-mission is held for your sign-off before it touches data or goes out the door.
You set the assignment once. The work stays on it for days and weeks without drifting.
You always have a clear view of what ran, what changed, and what needs a call — no transcript spelunking.
Tell us what eats your week — the un-coded swipes, the missing receipts, the past-due emails — and we’ll show you the work Mission would carry.
