Runbook

Payroll for the work around payday

Payroll that stays clear from payday to year-end.

Runbook connects routine payroll, taxes, approvals, corrections, provider switches, worker questions, and accounting in one reviewable record—so your team spends less time reconstructing what happened.

ONE PAYROLL RECORDBuilt for review
Run payrollfacts + approvals
Switch providersYTD continuity
Resolve noticesfilings + deposits
Correct paypreserved history
PrepareReviewSettleProve

What employers need from payroll.

Pay people correctly, handle the tax work, keep teams informed, and close the books without losing the records behind each decision.

Payday

Pay employees and contractors

Regular runs, contractor payments, direct deposit, checks, final pay, bonuses, and off-cycle payroll.

Tax work

Handle withholding and filings

Employee withholding, employer taxes, deposits, filings, year-end forms, and filing issues.

Routine work

Prepare payroll with fewer surprises

Collect missing inputs, flag changes, send reminders, and stop for human review when something needs attention.

People

Connect HR changes to pay

Onboarding, compensation changes, documents, benefits deductions, locations, and terminations stay connected to payroll.

Books

Connect time and accounting

Hours, tips, PTO, job codes, payroll journals, class and location mapping, and advisor-ready exports.

Answers

Keep the record behind every number

Source facts, rules, calculations, approvals, corrections, and evidence remain connected when a question arrives.

Give accountants a record they can review.

Books-ready payroll, visible corrections, and supporting evidence reduce the time spent rebuilding client history from exports and screenshots.

Advisor jobCurrent painRunbook answer
Review payrollScreenshots, register exports, and unclear edits.Client run queue with review notes, assertions, and proof packets.
Clean up a clientPrior-provider exports that do not explain wage bases.Attested founding facts and visible YTD transfer assumptions.
Answer noticesManual evidence gathering across payroll, tax, and bank records.Notice response packet with run, liability, payment, rule, and correction evidence.
Scale the practiceEvery client has a different payroll source of truth.Portfolio-level review built around comparable records.

Handle state and local payroll without losing context.

Work location, residency, tax accounts, prior wages, and local rules stay attached to the payroll periods they affect.

Kansas City and St. Louis

Local payroll tax questions need jurisdiction, work location, resident status, rule source, liability, and settlement evidence.

Cross-border employers

MO/KS work patterns create practical questions around withholding, unemployment, local taxes, and worker support.

Local guide library

Runbook publishes state and local guides with citations and examples, then connects them back to payroll records.

Payroll notices and amendments.

A notice is where payroll software becomes evidence software.

1

Receive notice

Identify period, jurisdiction, tax type, amount, deadline, and stated issue.

2

Find affected runs

Locate payroll periods, liabilities, payments, filings, and corrections tied to the notice.

3

Assemble evidence

Package facts, rules, calculations, deposits, settlement status, and human approvals.

4

Draft response

Prepare a human-reviewed response with citations and the payroll evidence attached.

5

Record outcome

Store agency response, payment or amendment, and the resulting payroll event.

6

Keep history

The notice becomes part of the payroll record, not a disconnected support ticket.

Human control stays in the loop.

Automation can prepare work and flag inconsistencies, but people approve payroll and tested payroll software calculates the result.

Automation prepares. People approve. Runbook calculates.

AI may collect inputs, draft reminders, summarize blockers, and prepare review notes. It does not calculate payroll, move money, or approve a run.

Find the Runbook path that matches your payroll work.

Start with routine payroll, an HR workflow, an accountant review, a provider switch, a tax notice, or a paycheck correction.

Start a payroll conversation