Integration · Commerce and finance

QuickBooks AI agents for invoices and reports

Brainwrite connects QuickBooks to your AI agents so they can run reports like profit and loss and aged receivables, look up customers and vendors, and draft invoices, estimates, and bills. Bots prepare; people approve. Recording payments and bill payments waits for an approval card unless you've allowed it, and your accountant still signs off on the books.

Download for Mac How connections work

Brainwrite · QuickBooks

Run the QuickBooks aged receivables report, list every client more than 30 days overdue with the amount owed, and draft a short reminder email for each.

You connect QuickBooks once. Your Chief of Staff puts a bot on it.

Run profit and loss, balance sheet, cash flow, and aged receivables reports
Look up customers, vendors, and invoices
Create and update invoices and estimatesWaits for you
Create bills and purchase ordersWaits for you
Record a payment or bill payment (waits for an approval card unless you've allowed it)Waits for you

An illustrated example. Actions that change something wait for your approval in Ask mode.

In QuickBooks

What your bots can do in QuickBooks.

Run profit and loss, balance sheet, cash flow, and aged receivables reports
Look up customers, vendors, and invoices
Create and update invoices and estimates
Create bills and purchase orders
Record a payment or bill payment (waits for an approval card unless you've allowed it)
Download invoice and estimate PDFs
Query any QuickBooks entity, such as accounts or items

Ask your team · QuickBooks

Run the QuickBooks aged receivables report, list every client more than 30 days overdue with the amount owed, and draft a short reminder email for each.

Chief of Staff

Monthly close prep
Receivables chase
Invoice from a note

Changes in QuickBooks wait for your approval in Ask mode

Jobs

Jobs your team does with QuickBooks.

Monthly close prep

A bot pulls profit and loss and the balance sheet, compares them with last month, and lists the lines that moved most.

Receivables chase

A routine reads aged receivables and drafts a reminder for each overdue client, ready for you to send.

Invoice from a note

Tell a bot what you billed. It drafts the invoice for the right customer and items, and you review it in QuickBooks.

Set up

How to connect QuickBooks.

01
Open Connected apps
In Brainwrite, choose Connected apps in the sidebar. The official app sets up the connection service for you; there's no key to paste.
02
Search for QuickBooks
Find QuickBooks and choose Connect. You can add more than one account later and label each, such as work or a client.
03
Sign in in your browser
Finish QuickBooks's own sign-in in your normal browser. The access token stays with the connection service and never enters a bot's prompt.
04
Choose which bots get it
In each bot's settings, give it all tools, an exact list, or none. Imported bots start with none, so nothing reaches your account by surprise.

The Apps catalog: Slack, GitHub, Gmail, Google Calendar, Sheets, Docs, Drive, Notion, Linear, Sentry, PostHog and Discord, each with Connect.

Put it to work

Use cases with QuickBooks.

FAQ

Brainwrite and QuickBooks: questions

How do I connect QuickBooks to Brainwrite?

Open Connected apps, search for QuickBooks, and choose Connect. Intuit's authorization opens in your browser; choose the company and approve. Back in Brainwrite, ask a bot with QuickBooks tools for last month's profit and loss. The token stays with Composio and never enters a prompt.

Can I give a bot report access only in QuickBooks?

Yes. In the bot's settings under Connected apps, set QuickBooks to an exact list of report and read tools. Leave out create payment, bill payment, journal entry, and update tools. Ungranted tools are never offered to that bot, and every allow or deny is logged.

Is this a replacement for my bookkeeper?

No. Bots pull reports, spot gaps, and draft documents. Recording payments and journal entries changes your books, so those actions wait for approval when granted, and your bookkeeper or accountant should review anything that goes into the ledger.

Commerce and finance