Alek Pirkhalo
CEO · SafePoint IT
Leads SafePoint IT and runs the sales engine on Claude-powered CRM, email, and research workflows.
Putting Claude to work on the parts of running a business that eat your evenings: entering bills, categorizing and reconciling in QuickBooks, building reports, and staying on top of follow-ups. We show it live, connected to real systems.
A chatbot answers you. An agent does the task. The difference is connection: when Claude is wired directly into QuickBooks and Microsoft 365 through a secure connector, it can enter the bill, post the entry, run the report, and send the follow-up, not just tell you how.
Yes. We demo it live: a vendor bill in PDF form gets entered in QuickBooks Online, transactions get categorized, accounts get reconciled, and reports get built. This is the core of it.
The same agent connects to Microsoft 365 to handle the rest of your back office: drafting replies, managing your calendar, and keeping follow-ups from slipping. We show how the finance workflow and the communication workflow run through one agent.
That is a big part of the session. We cover the controls we build in as standard: the agent confirms before it writes anything, keeps a full audit log of every action, gets only the least access it needs to do the job, and we make sure your data is backed up. You stay in control.
No. This is built for business owners and office managers, not engineers. You will see what is possible and how to get it, without needing to build anything yourself.
Owners of small and mid-sized businesses who are still doing their own books or riding one overloaded bookkeeper, office managers wearing five hats, and anyone tired of doing manual financial admin at night and on weekends.
If it looks like a fit for your business, we build it for you: a custom, secured AI agent connected to your QuickBooks (and, if you want, your Microsoft 365 and CRM). We will show you how to get started at the end of the session.
