BookTraq helps dealership teams turn accounting knowledge, Excel exports, and DMS context into usable AI workflows.
Your team has Copilot. Or Claude. Or Gemini. AI tools are useful, but they do not automatically understand lender statements, DMS exports, GL mappings, or month-end accounting routines.
A license by itself is not a workflow.
The real work is teaching AI your context: your DMS platform, your lender formats, your GL structure, your workflows. Without that context, AI output needs heavy review. In accounting, that means the workflow must be designed carefully.
BookTraq brings dealership accounting context to the setup work: reconciliation logic, exception handling, file structure, review notes, and repeatable close procedures.
We create structured context packages — lender-specific prompts, DMS schema documentation, GL mapping guides — so your AI knows the difference between a curtailment and a paydown on day one.
We build and test the prompts your staff actually uses. Structured workflows that plug into your existing processes, not a new app nobody asked for.
Your team learns how to work with AI as a tool, not a replacement. Role-based sessions covering exactly what your AI can do for your dealership type and lenders.
The goal is not novelty. The goal is to organize existing back-office knowledge so people, files, spreadsheets, and AI tools work from the same context.
Custom skill files, prompt libraries, and step-by-step procedures that teach your AI to handle dealership-specific accounting tasks: bank reconciliation, floorplan reconciliation, factory billing, warranty chargebacks, and journal entries.
Your dealership's operational expertise organized into a structured, searchable knowledge base: procedures, account mappings, lender profiles, and reconciliation rules in formats both people and AI tools can read.
A clean, organized file structure designed from the ground up for AI interaction. Properly tagged documents, consistent naming, Markdown knowledge files layered over standard Excel and Word. The foundation that makes everything else work.
Here's one concrete workflow we can help you set up. When a deal closes, your team assembles the deal jacket — buyer's order, odometer statement, insurance proof, ID copy, down payment voucher, credit authorization, F&I menu and signatures. AI can check whether expected documents are present for a given VIN or deal number, flag what's missing, and surface identity verification red flags before the jacket goes to the desk.
Input: Deal number or VIN + folder of documents
AI checks: Expected docs present, readable, consistent with deal data
Output: Checklist of what's present, what's missing, red flags surfaced
We built the reconciliation software that does what your AI needs to learn. FloorTraq and ReconTraq handle real dealership accounting every month — VIN-level floorplan reconciliation, multi-lender GL matching, exception workflows. That domain expertise doesn't exist elsewhere. Nobody else has spent years in the weeds of dealership accounting so they could teach AI to do it. That practical domain knowledge makes the AI setup more grounded and easier for accounting staff to trust.
Every dealership is different. Tell us about your back office and we'll scope an engagement that fits.
If you aren't looking to add AI but need structured audit preparation for your dealership, check out AuditTraq — a self-assessment platform that walks you through 18 audit readiness modules every month.
Ready to make AI more useful for dealership accounting?
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