CoController AI · Guided demo

Watch a contractor-heavy close, start to finish.

A guided demo for US bookkeeping firms whose clients include contractors. See uncategorised bank transactions and missing W-9s turn into a 1099-ready checklist — with every posting approved by you.

• Bank-feed coding proposed for each transaction.
• W-9 chase list for contractors missing forms.
• 1099 review with approval-gated posting — nothing posts without approval.
• In the live product, CoController also handles prepaids and accruals.

No login. No connection to QuickBooks. No real books. Every name and figure here is fictional sample data.

Sample firm: Harbour Books. Sample client: Blue Ridge Landscaping. Sample month: September 2026.

Step 1 of 3 · Sample data

The mess

Blue Ridge Landscaping's bank feed for the sample month. Nothing is categorised yet, and three contractors have no W-9 on file — so their 1099s are blocked.

Uncategorised bank feed

Missing W-9s

Step 2 of 3 · Sample data

Approve the proposal

CoController proposes coding for each transaction and a chase email for each missing W-9. Approve items one by one, or approve them all. Nothing posts without your approval — items you do not approve stay proposed.

W-9 chase list

Step 3 of 3 · Sample data

Your 1099-ready result

1099-ready checklist

Chase emails queued

What is still waiting

This is a sample result from fictional data. In the live product, approved items post to QuickBooks only after your approval, and the checklist reflects your real clients.