AI agents for QuickBooks that file invoices and keep books current.
Your agents work inside QuickBooks in real time. Rent a ready-made one and go live within hours, or get a custom agent live in 5 business days.
INSIDE QUICKBOOKS
What agents can do
- Read and post invoices
- Categorize transactions
- Chase receivables
- Reconcile accounts
HOW IT CONNECTS
Connected securely in three steps
- Connect with access scoped to what the agent needs and nothing more.
- Map fields and set what the agent can read and write.
- Go live, with every action logged for review.
Teams using QuickBooks say
★★★★★
“We have ten years of history in QuickBooks, odd custom fields and all. They learned how we use it before building anything, and response times went from hours to seconds.”
★★★★★
“Permissions were my worry. The agent only touches what we gave it access to in QuickBooks, and every change is logged. Our security lead signed off in a day, and we handled 40% more volume with the same headcount.”
★★★★★
“Everything we do runs through QuickBooks, so that was my first question. The agent works inside it and writes back to the right records. The agent paid for itself in five weeks, and nobody had to learn a new screen.”