How It Works

How we can get it right for you the first time

Share Your Inventory & Bookkeeping Hurdles. Feel Understood.

We start with a conversation. No pressure, just understanding. Tell us about your inventory challenges, your bookkeeping pain points, and your cash flow goals. We’ll analyze a sample of your data.

You Feel: Heard, hopeful, and confident we get your specific struggles. We identify exactly where your cash is trapped.

Outcome: A clear plan tailored to your freedom.

Hand Off the Headache. Breathe a Sigh of Relief.

Provide your inventory invoices (POs, Receipts, Bills) easily via email, portal, or your cloud storage. Our AI gets to work instantly organizing the chaos.

You Feel: Immediate relief knowing the burden is shifting. The process starts now.

Outcome: The invoice mountain starts shrinking.

Watch Your Trapped Cash Get Released.

Our AI rapidly processes documents, extracts data, and matches items. Then, your dedicated human expert steps in. They review everything, reconcile accounts, ensure accurate inventory costing, and prepare insightful reports focusing on your cash flow health.

You Feel: Confident knowing precision tech and caring expertise are working for you. See inventory values clarity and cash flow projections improve.

Outcome: Accurate books, optimized inventory, cash flow clarity emerging.

Your Dashboard to Freedom: See, Understand, Act.

Access your real-time dashboard and monthly reports built for action. See exactly how much cash was released from inventory, understand your true financial position, and get insights to make smarter decisions. Your expert team is just a message away for questions or strategy chats.

You Feel: Empowered, in control, and excited about your business’s potential. The fog has lifted.

Outcome: Actionable insights, regained time, confidence to grow.

Step 1

Get a Free Cash Flow Assessment

Want to see how much cash is tied up in your inventory? Provide us some data from your QuickBook, and we’ll provide a free cash flow assessment. Absolutely no strings attached. Our team will analyze your data, identify hidden opportunities to unlock working capital, and show you exactly where your money is stuck. Get started today and discover how much cash you could free up!

Step 2

Send Us The Documents

Once you feel comfortable working with us, all you need to do is to send us your inventory invoices (POs, Receipts, Bills) as and when you receive them. This can be done through email or our cloud storage. Our AI gets to work instantly organizing the chaos.

Step 3

Data Extraction & Validation

Firegent’s AI pulls key info from your inventory invoices without manual data entry. Then, our human experts double-check the data to ensure high accuracy. You get fast, highly accurate results, so you can trust your numbers and run your business with confidence.

Step 4

Your Personalized Master List

We help maintain your Master Item List in order to match items across suppliers (even with different description), updating in real time, and using human experts to ensure 100% accuracy. Ditch the spreadsheets and guesswork for a perfectly organized, always-reliable inventory list that saves time and prevents errors.

Step 5

You Access The Data

Your Corporate Firegent Qwikidata account gives you instant, auto-updated access to all your data. View it how you want, spot trends quickly, and decide with confidence where every chart and report always reflecting the latest numbers.