Integrations · Accounting & Finance

AgentWorks agents connect to QuickBooks and automate accounting and finance operations.

Accounting software used by millions of small businesses. AgentWorks builds the agent around how your business uses it, and the agent records its work in your CRM so nothing it does is invisible. Get your assessment to see how it works in your business.

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What the agent does 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.

Where the work is recorded

An agent that cannot record what it did is a chatbot. Every agent writes what was billed, paid, chased and flagged, on the client record, in the EngageSuite360 CRM your team already sees, so a person can pick up exactly where the agent left off.

Industries that run QuickBooks with agents

AccountingConstructionProperty ManagementConsultingLogisticsHealthcare

Other Accounting & Finance integrations

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FreshBooks

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Stripe

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Square

Point-of-sale and payments for storefronts and service businesses.