Utilities

Toolbox

Discrete utilities + back-office automations. 9 tools available.

Vestwell 401k Contributions

Generate the weekly 401k contribution upload file from QB payroll data, submit it through the Vestwell portal via Playwright, and clear the corresponding QB Pay Liabilities scheduler.

payroll weekly ai-automation
Weekly — Friday afternoon (paydate)

Billtrust Vendor Payment

Pay open vendor invoices on Billtrust (Locke Supply or Ferguson Enterprises) and reconcile against QB bills, posting payment to Spark Business CC.

vendor ap interactive
On-demand

Busybusy Anomaly Check

Scan Busybusy time cards for anomalies (missed clock-outs, suspicious entries) and produce a written report for human review. Run early in the payroll week before payroll is processed.

payroll weekly reports
Weekly — Monday or Tuesday after pay period ends

Busybusy Pre-Payroll Sync

Final pre-payroll sync of Busybusy time cards into QuickBooks and verification that all hours transferred correctly. Run on Thursday or Friday before payroll checks are cut.

payroll weekly
Weekly — Thursday/Friday before payroll

DHS Garnishment Payment

Submit wage garnishment / child support payments to the Oklahoma DHS portal after payroll has run. Final step in the payroll chain.

payroll weekly portal
Weekly — after qb-payroll completes

QB Payroll Run

Run payroll in QuickBooks Desktop Enterprise with Assisted Payroll — both salaried and hourly employees (hourly hours imported from Busybusy). Ends by sending pay stubs to employees.

payroll weekly
Weekly — Thursday/Friday after busybusy-sync

Job Status Updater

Set QB job status for one or many active projects. Uses the existing project list UI; no separate Toolbox page.

office deterministic
On-demand

Sentry Triage

Open

Read-only history of scheduled /triage-sentry digests — frontend + backend errors flagged by Sentry, bucketed (NEW / REGRESSED / SPIKING / STEADY) with permalinks back to Sentry per item. Admin-only.

observability admin debugging
3x weekday (7am / 12pm / 5pm CT) via remote agent

Bill Pay

Blocked

Select open QB bills and pay them via check or credit-card charge; sync the payment to QB and mark the bills paid. Build gated on QB Sync companion work for BillPaymentCheckAdd + BillPaymentCreditCardAdd.

vendor ap ai-automation
On-demand
Blocked by: QB Sync — add BillPaymentCheckAdd + BillPaymentCreditCardAdd to pending_qb_sync V1 categories