Services
We don't sell software. We do the work.
Mark AI handles your back-office operations end-to-end — powered by AI, delivered as a done-for-you service. No tools to learn, no staff to manage, no surprises.
Clean books. Every month. Without lifting a finger.
Most small business owners in the trades are spending nights and weekends reconciling accounts, chasing receipts, or waiting on a bookkeeper who's spread too thin. We take that off your plate entirely.
What we handle:
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Monthly bookkeeping and account reconciliation
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Accounts payable and receivable tracking
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Month-end close and financial statements
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QuickBooks or Xero management
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Cash flow reporting
Who it's for: Lumber yards, building supply companies, and logistics operators in Western Washington who are done managing spreadsheets and want clean numbers every month — automatically.
Starting at $800/month
Operations & Accounting
Know exactly what you have, what it costs, and where you're losing margin.
Inventory leakage is one of the biggest silent killers in trade businesses. Shrinkage, miscounts, and outdated pricing eat 2–5% of revenue without anyone noticing. We build you a live reporting system and maintain it — so you always know where you stand.
What we handle:
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Inventory variance tracking and reconciliation
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Cost-of-goods reporting by product or category
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Supplier pricing and purchase order tracking
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Monthly inventory reports delivered to your inbox
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Custom dashboards built for your operation
Who it's for: Distributors, lumber companies, and supply businesses that need real-time visibility into stock and margins — without hiring a dedicated analyst.
Starting at $600/month
Inventory & Reporting
Know where your revenue is coming from — and where it's going next.
Most trade businesses run on gut instinct when it comes to sales forecasting. That works until it doesn't. We build and maintain a revenue planning system that tracks your pipeline, projects cash flow, and helps you make smarter decisions about hiring, inventory, and growth.
What we handle:
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Monthly revenue and sales reporting
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Cash flow forecasting (30/60/90 day)
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Customer and account-level revenue tracking
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Seasonal trend analysis
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Sales pipeline reporting and follow-up tracking
Who it's for: Growing SMBs who need a clearer picture of their revenue trajectory — without a full-time CFO or sales ops hire.
Starting at $1000/month