For property management companies around Charlotte
Landscapers, plumbers and HVAC companies all send invoices their own way. Someone on your team reads each one, codes it to the right property and types it in. I build the program that does the reading and typing, so your team only checks it.
The paperwork
Every new door adds paperwork, and it lands on the same people who answer owner calls and handle maintenance emergencies.
Vendor invoices by email, PDF and paper
Bills coded to a property and unit in your accounting system
Signed leases and renewals
Rent, deposit, dates and terms keyed into your software
Utility bills for each building
A spreadsheet someone checks month to month
It all has to be right. A bill coded to the wrong property ends up on the wrong owner statement, and someone spends an afternoon untangling it.
What I build
Three examples. Yours gets built around your forms and your system.
The program reads each invoice and pulls the vendor, invoice number, amount, date and service address, then matches the address to your property list. Anything it can't match, or that looks like a repeat of an earlier invoice, goes to a person with a note.
Point it at a folder of signed leases and get one row per lease: resident, unit, rent, deposit, start and end dates. It helps most when a new owner's leases all need entering at once.
Each month's utility bills land in one sheet by building, next to last month's, so a jump that needs a phone call stands out instead of getting paid and filed.
Proof and who you'd work with
A workers' comp medical bill review company hired me because someone on their team keyed invoice PDFs into an Excel sheet by hand, every week. I built a program that reads the PDFs and builds that sheet in the layout they already used. I had a first working version on their own invoices in about a day. The version they use now checks each invoice's line items against its printed total, and a person reviews the ones that don't match.
That's the same job your team does with vendor invoices, just with a different stack of PDFs.
I don't name that client here.
I build these programs myself, and you deal with me the whole way. I'm based in Charlotte and glad to come to your office.
I also run Alfred, my own platform for websites and booking. Clients include Outer Realm Comics and Carolina Cuts, a Charlotte barbershop.
How working with me goes
Tell me which paperwork eats the most hours. We'll know fast if it's worth a closer look.
Show me a real week of invoices or a few leases and where they get typed. You get a written quote before any paid work starts.
It runs side by side with the old way until your team trusts it.
A new form or a new way of working. You deal with me for all of it.
FAQ
To start, the program fills a sheet laid out the way your team enters bills. Whether it can go further depends on what your software accepts, and I'll tell you plainly after I see it.
Yes, once someone scans them. Clean scans read best. I build it to mark handwritten invoices for a person to fill in.
I build it to code an invoice only when the address matches your list, and to send everything else to a person. It runs next to your current process until your team trusts it.
Before I build, we agree in writing on what the program keeps, where it runs and who sees it. I build faster with AI tools, and sample files may go through them, so we can start with redacted copies. I don't hold a SOC 2 report, and I won't imply otherwise.
Other kinds of offices
Josh Bertrand
Founder, Alfred Sites · Custom programs and AI · Workflow Advisor
Fifteen minutes is enough to know. If it isn't worth building, I'll tell you.
Rather talk now? Call or text (315) 807-3292