Performance
This is a recorded week on one job — not a live QuickBooks company. Time, POs, and vendor bills land in one list. What doesn't match gets flagged before it becomes a surprise.
The script below includes the boundaries, not just the demo — what it won't do is as much the point as what it does.
How Performance works, in order. One: watches time, purchase orders, and bills — the objects already in the books. Two: a week lands on the job — hours, open POs, vendor bills. Three: matches and flags — hours to the job, bill to the PO, duplicates out. This is the agent-action step. What the agent does here: pull time, purchase orders, and bills; match each row to the job; link bills to open POs; flag duplicates and anything over $25,000. Four: one list to check — not five screens on Friday.
Examples
Recorded Week of Aug 11–15, 2026 — not a live QuickBooks company.
Hours
10.5
TimeActivity · billable on 24-118
Open POs
2
PurchaseOrder · PO-4412, PO-4418
Bills flagged
1
Bill · duplicate no. SM-1044
Rows
| Date | Entity | Name | Job | Qty / amt | Status |
|---|---|---|---|---|---|
| Aug 12 | TimeActivity | Site tech | 24-118 | 6.5 hrs | Billable |
| Aug 12 | PurchaseOrder | Summit Mechanical | 24-118 | $12,240 | Open · PO-4412 |
| Aug 12 | Bill | Summit Mechanical | 24-118 | $12,240 | Flagged Duplicate invoice no. SM-1044 · linked to PO-4412 |
| Aug 14 | TimeActivity | Northfield Electrical | 24-118 | 4 hrs | Billable |
| Aug 14 | PurchaseOrder | Northfield Electrical | 24-118 | $6,800 | Open · PO-4418 |
| Aug 14 | Bill | Northfield Electrical | 24-118 | $6,800 | Open |
| Topic | Rule |
|---|---|
| Hours | Time against the job. Not a second timesheet. |
| POs | Stay open until the bill links. |
| Bills | Match the PO. Duplicate invoice numbers get flagged, not filed. |
| Never | Auto-pay. A second set of books. A live QuickBooks login on this page. |