Integrations · Accounting & Finance
Put an AI employee to work in QuickBooks.
Accounting software used by millions of small businesses. Your AI employee connects to it over QuickBooks's web API, works at the approval level you set, and logs every action it takes.
What an AI employee can do in QuickBooks
- Your bookkeeping agent categorizes the day's QuickBooks transactions and flags the ones it cannot match.
- Your collections agent reminds clients about overdue invoices and records every promise to pay.
- It prepares the month-end list of open items so the accountant starts close with the questions already asked.
An example in QuickBooks
A plumbing company with a few trucks gets a call from a homeowner confused by a bill. The agent finds the Customer in QuickBooks, opens the Invoice, and walks through the line items: the water heater, the permit and the labor. The homeowner says they will pay by Friday. The agent records that promise and, with the owner's approval, emails a copy of the Invoice. When the payment comes in, it matches it to the Invoice and leaves it for the bookkeeper to apply. In the CRM, the homeowner's record shows the call, the promise to pay and when the payment arrived.
What stays with your people
Your bookkeeper applies payments and closes the books, and you decide on any discount or payment plan.
The connection
- How it connects
- Over QuickBooks's web API (HTTPS), or an MCP server where one exists. Its key is stored as a secret, scoped to the job, and never written into the AI employee's instructions. Set it up yourself in the Studio, or have us do it.
- What it reads and writes in QuickBooks
- Invoice, Customer, Payment, Estimate, Bill, Expense.
- Approval level
- Off, suggest, draft or autonomous, granted by you task by task. Outbound texts and deletions never pass draft.
- On the record
- Every call it makes to QuickBooks is logged with what it did and when, so a person can pick up where it left off.
Industries that often run QuickBooks
Questions about QuickBooks
- Will it post invoices or payments in QuickBooks without me?
- Not unless you turn that on. By default it prepares the Invoice or matches the Payment and a person posts it.
- Does it work with QuickBooks Desktop or only Online?
- AgentWorks checks which version you run before building. The agent is designed around the access that version allows.
- Can our accountant see what the agent changed?
- Yes. The agent works under its own user, so its changes show in the audit log, and it writes a note on anything it touched.
