Customer storyPilot since September 2026
One accounting firm, many sets of books, one place to work.
Greenfield & Associates is an accounting services firm. It keeps the books for many clients, each with its own set of books in QuickBooks Online.
The daily work
Client documents arrive by email, as attachments and through OneDrive.
On AI Global Hub
- Outlook email and attachments land in one shared inbox, readable before they are assigned to a client.
- Statements in attachments are imported into the right set of books, each import opening a review task. Files on OneDrive are picked and imported into a book.
- Each client's QuickBooks Online books are read in. Staff mark the reconciliation, managers finalise it.
Still done by people
Email to clients goes through review. Writing to QuickBooks stays switched off until it is independently qualified.
We will publish numbers once the pilot has measured them.
See Accounting











