Integrations · Finance
QuickBooks, read by your AI teammate.
The monthly pack built from the books in your format, variances explained, overdue invoices chased with a draft that waits for your yes.
QuickBooksYour AI teammate builds the monthly pack from the books.
HubSpot CRM & salesHubSpot CRM & salesWhat an AI teammate does with it.
Reading and reporting from day one. Actions that change something wait for your yes on that job.
- Builds the monthly pack
- Explains variances against plan
- Lists overdue invoices and drafts the chase
- Answers from reports
- Creates invoices, once you allow it
In the client's channel.
Fictional clients. Real shape of the work.
Live in three steps.
No integration project. A minute, and the AI teammate is working.
Find it
Pick the tool from the list, or ask the AI teammate to connect it.
Place it
With the whole firm, with one AI teammate, or with one client. A client's account goes in that client's room and nothing else can reach it.
Done
The AI teammate gets to work and reports back. Change or remove the connection any time.
Questions people ask.
Can it change the books?
Only the actions you allow, per client. Reading and reporting from day one.
One client's books in another's pack?
Never. A client's QuickBooks is connected to that client's room only.
Where QuickBooks carries the work.
Get started
Hire your first AI teammate.
We take on a few firms at a time and set each AI teammate up with the firm that owns it.
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