QuickBooks · Accounting & ERP
AI that takes the busywork out of QuickBooks.
Connect AI to QuickBooks Online to capture bills from email, chase overdue invoices, and answer cash and receivables questions in plain language, with your bookkeeper in control.
The problem we hear most
Bookkeeping time goes to typing in bills, matching transactions, chasing payments and answering the same “where are we?” questions.
Covers
- QuickBooks Online
Where AI takes work off your team's plate
Bill and receipt capture
Reads supplier invoices and receipts from email, codes them and drafts bills for review.
Removes: Typing in bills by hand
Collections assistant
Finds overdue invoices, drafts reminders in your tone and logs every follow-up.
Removes: Chasing payments one email at a time
Cash and receivables answers
Plain-language answers about cash, receivables, spend and margins.
Removes: Running reports for simple questions
Job and project costing help
Matches expenses to jobs or projects and flags anything unusual for your bookkeeper.
Removes: Month-end hunting for miscoded expenses
Invoices from your CRM or job system
Creates invoices from won deals or completed jobs, so nothing gets missed or billed twice.
Removes: Re-keying jobs into invoices
Something more specific in mind?
Most projects start with one painful workflow. Describe yours in the scope and get a tailored brief.
Start a free scope
Ask in plain language
Questions your team could ask about QuickBooks.
From Slack, Teams, a web app or a voice line. Answers come from your live data, and anything that changes a record waits for approval.
- “Which invoices are over 30 days late?”
- “How does this month's spending compare with last month?”
- “Draft reminders for every customer more than 45 days overdue.”
- “What were our five biggest expenses last quarter?”
How it connects to QuickBooks
- The QuickBooks Online Accounting API with Intuit OAuth.
- Read-only by default. Posting bills, invoices or payments needs approval.
- Your accountant or bookkeeper stays in control of the books.
Already using Intuit Assist?
Intuit Assist works inside QuickBooks. A connected assistant links your books to your CRM, job system and inbox, so invoices, bills and follow-ups flow between them.
Often connected with QuickBooks
Ready to put AI to work in QuickBooks?
Scope it free in about three minutes and get a brief with the developer type, likely stack and a realistic first milestone.