QuickBooks, worked by an AI employee
Not another app for your team to learn, and not a set of rules for you to build. You hire an AI employee, you give it access to your QuickBooks account, and you ask it for things in Slack or Teams the way you would ask anyone else on the team. There is nothing to map and nothing to maintain.
- Accounting
- Signs in to your account
- 13 ready-made tools
- Asked in Slack or Teams
An illustration of how the conversation reads, not a transcript from a client account.
What QuickBooks is
Quickbooks is a cloud-based accounting software that helps you manage your finances, track your income and expenses, and get insights into your business
You sign in with your own QuickBooks account, the same way you already do. We never see or hold your password.
One message in, the work done in QuickBooks.
- 01
You ask
You message your AI employee in the chat your team already has open, in one sentence, in your own words.
- 02
It works out the step
It decides what the job needs in QuickBooks. You do not pick anything from a menu or wire anything together.
- 03
It does the work
Signed in to your own QuickBooks account, inside the access you granted it, doing the thing you asked for.
- 04
It reports back
It tells you what it did, in the same thread. If it could not do something, it says so rather than guessing.
What it can do in QuickBooks
These are the ready-made tools your AI employee already has in QuickBooks. It is not limited to them, but it never has to be taught these.
- Create AccountCreate a new account in quickbooks with the given parameters.
- Create CustomerCreate a new customer in quickbooks with the given parameters.
- Create EmployeeCreate a new employee in quickbooks.
- Create VendorCreate a new vendor in quickbooks with the given details.
- Customer Balance DetailGenerate a balance detail report for a customer in quickbooks with the given customer id.
- Customer Balance ReportGenerate a balance report for a customer in quickbooks with the given customer id.
- Query AccountQuery an account in quickbooks with the given parameters.
- Read AccountRead an account in quickbooks with the given account id.
- Read CustomerRead a customer in quickbooks with the given customer id.
- Read EmployeeRead an employee's details in quickbooks with the given employee id.
- Read VendorRead a vendor in quickbooks with the given vendor id.
- Vendor Balance DetailGenerate a balance detail report for a vendor in quickbooks with the given vendor id.
- Vendor Balance ReportGet the balance report of a vendor in quickbooks with the given vendor id.
These are the jobs Sanaf would hold, signed in to your QuickBooks account.
AI Finance Assistant
Sanaf, on this job
- Issues invoices on schedule rather than when someone remembers
- Chases the overdue ones politely and persistently
- Categorises expenses as they land
AI Business Analyst
Sanaf, on this job
- Reads the numbers and tells you what changed
- Flags a week that looks wrong before month end
AI Accounts Payable Clerk
Sanaf, on this job
- Enters supplier bills and matches them to purchase orders and deliveries
- Queues the weekly payment run for a person to release
AI Bookkeeper
Sanaf, on this job
- Categorises transactions from the bank feed as they land
- Reconciles the bank and card accounts every week
AI Order Desk Coordinator
Sanaf, on this job
- Keeps orders and the books in step
- Prepares the daily orders and exceptions summary
You do not learn a new screen. You type this in Slack or Teams.
@Sanaf what are we owed and who has ignored two reminders?
@Sanaf send this week's invoices and chase anything over 30 days.
@Sanaf how did revenue compare to the last four weeks?
You stay the boss of your QuickBooks account.
Nothing connects until you approve it. You grant access one app at a time, you can take it back the same way, and everything your AI employee does in there is written down where you can see it.
How we handle your data- It signs in to your own QuickBooks account. You are not moving anything into ours.
- You grant access one app at a time, and you can take it back the same way.
- Everything it does in QuickBooks is written down, with what it did and when.
- Anything you tell it to check with you first, it checks with you first.
It works in QuickBooks and the rest of your software in the same job
A real job rarely stays in one place. Reading a message in one app, checking a record in another and writing the result in a third is one request to your AI employee, not three.
Questions people ask about QuickBooks
- Can an AI employee really work inside QuickBooks?
- Yes. It signs in to your own QuickBooks account and works in it the way a new hire would, from the chat your team already has open. Nobody installs anything, and nobody learns a new screen.
- Do I have to move anything out of QuickBooks?
- No. Nothing moves and nothing is replaced. Your records stay in QuickBooks, your team carries on in the same screens they used yesterday, and your AI employee works alongside them in there.
- How does it get into my QuickBooks account?
- You sign in with your own QuickBooks account, the same way you already do. We never see or hold your password. You approve it before anything connects, and you can take the access back the same way you gave it.
- What can it actually do in QuickBooks?
- It has 13 ready-made tools in QuickBooks today, among them Create Account, Create Customer and Create Employee. The full list is on this page. It is not limited to those, but it never has to be taught them.
- Can it use QuickBooks and the rest of my software in the same job?
- Yes, and that is usually the point. Reading a message in one app, checking a record in QuickBooks and writing the result somewhere else is one request to your AI employee, not three separate ones you stitch together.
- Who decides what it is allowed to do in QuickBooks?
- You do. You grant access one app at a time and can withdraw it at any time, anything you ask it to check with you first it checks with you first, and everything it does in QuickBooks is written down with what it did and when.