Accounting
AI agents for QuickBooks
AI agents that read invoices, receipts, and bills and post them into QuickBooks Online, with a person approving anything that moves money. No migration, no new tab for your team.
QuickBooks Online is the ledger most US small businesses run on, and most of the work around it is repetitive: open the document, find the totals, code it, key it in, chase the approval. That is exactly the shape an agent handles well.
We connect to QuickBooks through its API and fit an agent into your current process. Documents arrive the way they always do, the agent prepares the entry, and a person approves anything that touches money before it posts.
What we automate on QuickBooks
Invoice processing
Read supplier invoices, GL-code the lines, match to POs, and queue each one for a one-click approval before it posts.
How it works
Receipt & expense extraction
Turn photographed receipts into coded entries checked against your expense policy, ready to post in a batch.
How it works
AP approvals
Assemble the full context for each payable, route it to the right approver, and chase the sign-off so finance does not have to.
How it works
Quotes & estimates
Draft estimates from your price book and turn approved ones into QuickBooks invoices without re-keying.
How it works
How we connect
Into QuickBooks, the right way
We connect through the QuickBooks Online API using OAuth 2.0, with tokens scoped to the accounting data the workflow needs and nothing more. The API covers customers, vendors, invoices, bills, payments, items, and the chart of accounts, which is enough to run the agent inside your books rather than a copy of them.
We design read-light, event-driven agents on purpose: as of late 2025 Intuit meters data-out API reads under its App Partner Program, so we favor webhooks and change notifications over polling. Everything runs in your QuickBooks company under access you can revoke, and a production app goes through Intuit's app security review before it touches live data.
Doesn't QuickBooks already do this?
Where the native features stop
Intuit ships its own AI in QuickBooks (Intuit Assist and a set of agents that auto-categorize transactions and chase receivables), and inside QuickBooks it is useful. Where it stops is the seam: the work that starts in your inbox as a supplier PDF, needs matching to a PO in another system, and waits on an approval in Slack lives across several tools at once. Reaching across them, with a human approving the sensitive step, is the work we build.
Questions about QuickBooks
Can you post invoices to QuickBooks automatically?
The agent prepares the entry and posts it on approval. In every configuration we ship, anything that moves money waits for a one-click human sign-off; you can widen autonomy per category later, after you have watched it work.
Does this replace Intuit's own AI?
No, it complements it. Intuit's agents work on QuickBooks data inside QuickBooks. We build the cross-system workflow that reaches from the inbox and the PO through to the posted, approved entry.
Which QuickBooks permissions do you need?
Scoped OAuth tokens for the specific accounting data the workflow touches, read plus the exact writes required, held in your account and revocable at any time. We ask for the narrowest access that does the job.
We use QuickBooks Desktop, not Online. Can you still help?
The Online API is the clean path. For Desktop we work through its supported connectors, exports, or a last-resort automation layer; the audit tells you which rung your setup is on before you commit.
See all integrations or the full list of use cases.
Automate a QuickBooks workflow
The free audit maps what an agent could take over in your stack, estimates the hours, and quotes the pilot. No obligation.