FinanceAI teammates for QuickBooks
Track unpaid invoices and explain changes in your finances.
Your Mate
Your result
The request
List overdue invoices and the amounts still owed
Result and follow-up
Review the work with your Mate.
More work to hand off
- Match vendor payments against your bank statements
- Explain monthly changes in revenue and expenses
Give your agents a job.
Your Mate
Sets up the task and cadence.
Specialist Mate
Does the recurring work.
You
Set the goals. Review the results.
Available actions
7 actions- list invoices
- query account
- read account
- read customer
- read employee
- read invoice
View all 7 actions
- read vendor
These run without asking in Safe mode. Other changes in connected apps can also run in Safe mode. Payments, refunds, and other financial actions still need your approval.
Connecting QuickBooks
- Connection
- Sign in with your account
- Setup
- About 10 minutes
Stripe
Xero
Google Sheets
Slack