EveryBooks LLC

BACKGROUND

I am the CEO of Hellolundi

We provide global staffing services, helping businesses find and hire qualified professionals worldwide.

OPPORTUNITY / CHALLENGE

• Automate recurring finance workflows and reduce manual work across our global staffing operations.
• Integrate financial and operational data across platforms to improve reporting accuracy and visibility.
• Embed finance and engineering expertise within our team to build and deploy custom AI agents with reliable validation and human oversight.

SOLUTION

Referral

• Pricing fit our budget
• Great culture fit
• Good value for cost
• Company values aligned

2-5 Employees

EveryBooks worked closely with our finance team to improve processes supporting our global staffing operations. Their forward-deployed approach combined financial expertise with hands-on engineering, allowing them to understand our workflows and build solutions around our business needs. The scope covered identifying opportunities for automation, connecting financial and operational data across platforms, and developing custom AI agents to support recurring finance tasks. Key deliverables included: - Automated workflows to reduce repetitive data preparation and processing. - Integrations that brought information from different platforms into consistent reporting workflows. - Custom AI agents tailored to our finance team’s requirements. - Validation checks and human review points to support reliable outputs. The engagement focused on practical solutions that our team could use in day-to-day operations.

RESULTS & FEEDBACK

The project reduced manual data preparation and repetitive finance tasks, shortened reporting turnaround times, and improved consistency across our financial and operational data. Our team spent less time gathering and checking information, freeing up capacity for analysis and supporting our global staffing operations.

EveryBooks managed the project professionally, communicated clearly, and delivered agreed milestones on time. They responded promptly to our questions and feedback, adapting their work to our operational needs. Their close collaboration with our finance team made the engagement feel like an extension of our own team.

• Virtual Meeting
• Email or Messaging App

What impressed us most was their combination of financial expertise and hands-on AI engineering. They understood the complexities of our global staffing operations and worked as an extension of our finance team, translating our needs into practical solutions. Their attention to detail and commitment to getting the work right were exceptional.

We have no areas for improvement to highlight. EveryBooks delivered excellent work, communicated clearly, and responded thoughtfully to our needs throughout the project. We were thoroughly satisfied with the collaboration.

BACKGROUND

Please describe your company and position.

I'm an executive at Mobileroadie

Describe what your company does in a single sentence.

EveryBooks helped us improve our business processes through AI automation and custom AI agents. The team was highly professional and built practical solutions that reduced manual work and made our day-to-day operations more efficient. We’re very happy with the results and would gladly recommend them.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire EveryBooks LLC to accomplish?

• Automate repetitive tasks to reduce manual work and save time.
• Develop custom AI agents to improve our business processes.
• Improve operational efficiency while keeping our team in control of key decisions.

SOLUTION

How did you find EveryBooks LLC?

Online Search

Why did you select EveryBooks LLC over others?

• Pricing fit our budget
• Great culture fit
• Good value for cost
• Company values aligned

How many teammates from EveryBooks LLC were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

EveryBooks supported our migration from QuickBooks to NetSuite, including historical financial data migration, account mapping, data cleanup, and reconciliation. They consolidated information from different platforms to improve the consistency of our financial reporting. The team also developed custom AI agents to automate repetitive tasks and streamline workflows across our systems. Key deliverables included reconciled data in NetSuite, standardized mappings, and AI-powered workflows with human review and approval.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

EveryBooks delivered excellent results: a successful QuickBooks-to-NetSuite migration, reconciled historical data, and more consistent reporting across platforms. Their custom AI agents reduced repetitive manual work and made our daily processes more efficient. We were particularly impressed by the team’s professionalism and ability to turn complex requirements into practical, effective solutions.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

EveryBooks managed the project professionally, delivered on time, and kept communication clear throughout. The team responded quickly to our questions, adapted to our needs, and addressed feedback with practical solutions. Their attention to detail and ownership of the work made the collaboration smooth and productive.

What was your primary form of communication with EveryBooks LLC?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

What impressed us most was their combination of financial expertise and hands-on AI development. They understood the accounting details behind our NetSuite migration and built custom agents that addressed real operational needs. That ability to connect finance, technology, and practical execution made them stand out.

Are there any areas for improvement or something EveryBooks LLC could have done differently?

We have no significant areas for improvement to highlight. The team was professional, responsive, and attentive to our needs, and we were very satisfied with both the collaboration and the results.