Your books, handled.
QB Agent is an AI bookkeeper that connects directly to your QuickBooks Online. Invoices, expenses, reports, purchase orders — all through plain English conversation.
Talk to UsJust tell it what you need
No dashboards to learn. No forms to fill out. You talk to your bookkeeper like a human — it handles the rest.
Everything your bookkeeper does
Connected directly to your QBO account through Intuit's secure API. Every action is confirmed before it touches your books.
Invoicing
Create, review, and send invoices. Track what's outstanding. Follow up on late payments. Matches your existing numbering and terms.
Expenses
Record expenses by just describing them. Auto-categorizes based on your chart of accounts. Learns your patterns over time.
Purchase Orders
Generate POs for vendors, preview as PDF, and email directly. Supports both item-based and account-based line items.
Financial Reports
P&L, balance sheet, accounts receivable, accounts payable — all in plain language, pulled live from your books.
Email Monitoring
Watches your inbox for incoming invoices, bills, and receipts. Extracts the details and proposes entries for your approval.
Document Learning
Feed it your old invoices and POs. It learns your numbering, formatting, customer names, and product catalog. Gets smarter with every interaction.
Up and running in a day
Connect
Securely link your QuickBooks Online account through Intuit's official OAuth flow. Your credentials never leave Intuit's servers.
Learn
Drop in your old documents — invoices, POs, receipts. The agent learns your patterns, customers, vendors, and preferences.
Work
Start talking. Text, chat, or type. The agent handles your books while you run your business. Always confirms before writing.
Your data stays yours
Built for business owners who care about where their financial data goes.
Secure OAuth 2.0
Industry-standard Intuit authentication. We never see your QBO password.
Human Approval
Every write operation requires your explicit confirmation. Nothing touches your books without you saying "yes."
Private Infrastructure
Your data doesn't pass through shared cloud services. Deployable on your own network.
Full Audit Trail
Every action is logged. Complete transparency into what the agent did and when.
Ready to stop doing your own books?
QB Agent is currently in private deployment. If you're a small business owner drowning in QuickBooks, let's talk.
Get in Touch