Close your books with QuickBooks

Reconcile every line. Chase overdue AR in your voice. Draft the P&L narrative from QuickBooks — all from one chat.

Connect in one step

Connect QuickBooks with a single OAuth handoff. No setup, no API keys to manage.

Ask your agent

1

Run month-end close and email the bookkeeper a coded questions list.

2

Audit AP aging and draft payment approval requests for the CFO.

3

Reconcile revenue against Stripe payouts and draft variance explanations.

4

Chase 15+ day overdue invoices with tailored emails in my voice.

5

Draft the monthly P&L narrative with top variance drivers for the board.

Try this with QuickBooks

Connect QuickBooks in one OAuth handoff and start chatting. Free during open beta.

Take action

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Create a vendor bill
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Approve a payment asks before doing
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Send an invoice
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Create a journal entry asks before doing
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Delete a duplicate transaction asks before doing
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Export a P&L report

Workflows that use QuickBooks

Track AR Aging and Run CollectionsAutomate AP Invoice ApprovalsPrepare Audit and Tax WorkpapersBuild an Annual Operating BudgetBuild a 13-Week Cash Flow ForecastRun Monthly Flux and Variance AnalysisRun a Monthly Business ReviewAnalyze Vendor and Category Spend

Pairs well with

Chat with StripeChat with GustoChat with PlaidChat with GmailChat with Google SheetsChat with SlackAI for Finance OpsAI for Law & Accounting Practice FoundersAI for Professional Services FoundersAI for Chief of StaffDraft an investor update with AIAsk about your runway

Ready to chat with QuickBooks?