10,000+
Hours Saved
7-25%
Profit Margin Boost
75%
Less Admin Work
$15K+/year
Saved per Contractor
Grow Your Business
Todd Peterson
 Residential Remodeler

“We replaced our paper chaos with Ontraq’s inbox — now everything just shows up organized.”

Grow Your Business
The Problem

Disorganized clients are costing you time and margin.

What You’re Stuck Doing
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Chasing missing receipts

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Sorting and renaming PDFs

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Organizing by job before close

What It Costs You
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Hours lost per client

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High cost to serve

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Burnt-out team, less capacity

How Ontraq Helps

No more chasing receipts.
No more cleanup.
Just clean books - ready to go.

Bookkeeping

Organize Client Docs

Auto-tag and sort client receipts, invoices, and bills—before your team touches them.

01

Job Costing

Track Job Profitability

Deliver real-time job costing dashboards without having to spend hours on spreadsheets

02

Time Tracking

Automate Bookkeeping Workflows

COA setup, QuickBooks sync, and bank matching workflows built specifically for construction.

03

Get your Bookkeeping done in just a few clicks

Get control in under 10 mins in 3 easy steps

1

Upload Your Paperwork

Upload invoices, bills, or receipts to OnTraq.

2

AI Captures Data

OnTraq reads, processes, and records details accurately.

3

QuickBooks Updated

Save hours with auto-synced entries in QuickBooks.

Why Firms Choose Ontraq

You get leverage, not another system to manage

We work best with:

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Works with how your clients already operate

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Compatible with your existing QuickBooks workflows

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Keeps your staff focused on reconciliation—not cleanup

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Lets you standardize your internal process across all contractors

Real Results

Five Star

“We used to spend 5–6 hours/month just cleaning up contractor files. Now it all comes in job-coded and ready to close. We’ve doubled our construction client base without hiring.”

Testimonial

Peter Kerr

KBS Accounting Services
Five Star

“Job costing used to be a custom project. Now it’s automated and out the door weekly.”

Testimonial

Ryan M

Independent Bookkeeper

Frequently Asked Questions

Do I have to retrain my clients to use Ontraq?

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Nope. Your clients keep sending receipts, invoices, and bills however they already do—email, scans, photos, cloud folders. We handle the tagging, sorting, and organizing on the backend so you get structured, job-coded documents.

Can I use my own chart of accounts and QuickBooks setup?

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Yes. Ontraq integrates seamlessly with QuickBooks Online and adapts to your firm's custom COA. Or you can use our construction-optimized templates if you're starting fresh.

What if my clients aren’t great at job coding or documentation?

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That’s exactly what Ontraq is built for. We apply smart tagging, detect missing docs, and track job-level costs using whatever your clients send—even if it’s messy. No perfect input required.

Will this replace my team or change our workflow?

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No. It makes your existing team faster by removing grunt work. Think of it as infrastructure that sits underneath your current workflow—organizing documents, coding costs, syncing QuickBooks—so your staff can reconcile and report, not clean up.

Ready to stop cleaning up after
clients—and start scaling your firm?

Let us show you how firms like yours are using
Ontraq to grow profitably, without burning out their team.