Your AI Agent + QuickBooks: Get Paid Faster
Connect your AI agent to QuickBooks and automate invoice follow-up, payment collection, and accounts receivable — without touching a spreadsheet.
How It Works
When a job is complete, your AI agent monitors QuickBooks for outstanding invoices and automatically sends payment reminders, collects payments via link, and reconciles received payments — all synced back to QuickBooks in real time.
Automated Workflows
- 1
Invoice delivery notification to customer on job completion
- 2
Payment reminder sequences at due date, 7 days, and 14 days overdue
- 3
Direct payment link sent via text and email
- 4
Payment confirmation message when payment is received
- 5
Overdue account escalation to your office at 30 days
Setup Overview
Connect your QuickBooks account via OAuth. The agent reads invoice status and customer contact info, and writes payment confirmations and notes back to QuickBooks. Setup takes under 30 minutes.
See It for Your Trade
QuickBooks works differently for each trade. See the workflows tailored to your business.
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Painting Companies
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Plumbing Companies
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HVAC Companies
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Electrical Contractors
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Junk Removal Companies
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Home Improvement Contractors
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Connect QuickBooks to Your AI Agent
Set up in under 30 minutes. No technical skills required.