Custom, Discovery-First Automation

We build the automation your accounting actually needs.

LunarLogic isn't a fixed product or an AR tool. We start with a conversation, find the bottleneck that's actually costing you time, and build the custom accounting system that fixes it, inside the QuickBooks you already run. AR, AP, and month-end close are just common places that conversation leads.

So the work gets done, even when no one's watching it happen.

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How a build comes together

Live

process walkthrough

Custom build scoped to your workflow

not a template

Shadow-tested against your process

runs in parallel first

Entries prepared for your review

you approve & post

Discovery-firstyou stay in control

See It In Action

What AI automation looks like across your books.

Accounts receivable, accounts payable, and the full close: three examples of the custom automations we build, and what changes for the business when each one runs.

Example Solutions

Not a fixed product. A custom build.

Every LunarLogic automation is tailored to how your business actually runs. These are the problems we solve most often, offered here as examples of what a custom build can look like.

AR Automation

Invoicing, payment follow-up, and cash application, running without anyone chasing a client.

See the use cases

AP Automation

Vendor bills captured, routed for approval, and paid on schedule, no more surprise due dates.

See the use cases

Full Accounting Automation

Cash flow forecasting, faster month-end close, and real-time reporting, the whole back office on autopilot.

See the use cases

Your bottleneck lives somewhere else in your books? Tell us about it.

The Problem

Every business has a bottleneck in its books.

For one business it's a month-end close that eats two weeks. For another it's reconciliation done by hand, a debt schedule drifting out of sync, or invoices that go out late. Off-the-shelf software handles the easy 80%. The last 20%, the part that actually costs you hours every week, gets left to whoever has time.

We don't start with an answer. Discovery finds the bottleneck that's actually costing you, and LunarLogic builds the custom system that fixes it, tailored to how your business really runs.

See how a LunarLogic build comes together

The close depends on one person's spreadsheet

Month-end close, EBITDA adjustments, and consolidation held together by a file only one person fully understands.

Reconciliation is manual and reactive

Bank statements matched to the ledger by hand, after the fact, so discrepancies surface weeks late.

AR runs on memory, not a system

Where collections are the bottleneck, invoices slip and follow-up depends on someone remembering.

The fix has to fit how you already work

Generic software rarely matches your process exactly. A custom build is made to fit it.

Who We Build For

Two kinds of buyer. One kind of problem.

Whether you run the business or run the books for a roster of them, the pattern is the same: hours lost every month to a manual process that shouldn't need a person doing it by hand.

The owner-operated business

You run the company, and the books run on whoever has time.

Owner-operated service businesses on QuickBooks with no dedicated accounting staff. Collections, close, and reconciliation land on the owner, an office manager, or an outside bookkeeper, in whatever time is left over.

The bookkeeper or fractional CFO

You manage the books for several clients, and rebuild the same manual work for each one.

The practice sees the same bottleneck across every client it manages. When LunarLogic builds something for the practice, the practice owns it and can run it across its whole client base, without the underlying client ever needing to know the tool exists.

Industries We Serve

Commercial cleaning & janitorialLandscaping & lawn careHVAC, plumbing & electricalStaffing & temporary laborMarketing & creative agenciesIT managed service providersCommercial property maintenance

Our best-fit clients are owner-operated service businesses doing $750K–$10M in revenue, running on QuickBooks Online or Desktop with no dedicated in-house accounting team — and the bookkeepers, fractional CFOs, and QuickBooks ProAdvisors who manage their books. Based in the Charlotte metro, serving service businesses nationwide.

You Stay In Control

The automation does the work. You make the calls.

Automation eliminates the manual, repetitive, error-prone work. It never takes control away from the person responsible for the books.

Never write access to your QuickBooks

Every journal entry, reconciliation, and adjustment is prepared for your review and posted by you. That's a trust boundary, not a technical limitation.

Shadow-tested before it's trusted

Every build runs in parallel with your existing manual process first, so you see it work before it works on its own.

You own the system

The system runs the repetitive work; you stay the decision-maker on every entry that touches the ledger.

Case Study

How a custom build gave Kaptain Clean its business back

“I don't know how to explain this, but I feel like I finally own my business again.”
Discovery pointed to collections as the bottleneck. The build that followed freed over $65,000 in cash, not from new revenue, but from money already earned and sitting uncollected.
KC
Kaptain Clean LLC
Commercial Cleaning, Charlotte, NC

Read the full case study

Ready to automate the busywork?

Join service businesses using custom LunarLogic automations to run their accounting, AR, AP, and beyond, without the manual work.

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No long-term lock-in required.