QuickBooks that updates itself.
We connect QuickBooks to your CRM, booking, payments and e-commerce tools, and add AI to create invoices, chase payments and categorise transactions, so your books stay current without the busywork.
QuickBooks + AI
- Invoices from your workflow
- Payment matching
- Collections reminders
- Expense categorisation
- Customer sync
QuickBooks AI automation connects QuickBooks Online to the tools where work is sold and delivered. Invoices are created when jobs are booked or completed, payments are matched automatically, overdue customers get polite reminders, and AI helps categorise transactions and answer questions about your numbers.
What you can automate.
We build only what helps your business, and you decide what the AI may do on its own.
Invoices from your workflow
Invoices are created from bookings, jobs, deals or orders.
Payment matching
Payments from Stripe, Square or bank feeds are matched to invoices.
Collections reminders
Overdue customers get friendly, escalating reminders.
Expense categorisation
AI suggests categories and flags unusual transactions for review.
Customer sync
Customers stay in sync between your CRM and QuickBooks.
Plain-language reports
Ask questions about your numbers and get clear answers.
How we connect it
- 1
Review your books
We review your chart of accounts, products and current workflows.
- 2
Connect your tools
We connect QuickBooks to your CRM, payments and job software.
- 3
Hand over
We show your team and your accountant how it works.
AI solutions that plug into QuickBooks.
Questions, answered.
Not sure what's possible with your setup? Call 1-855-225-4535 and we'll talk it through.
Does it work with QuickBooks Desktop?
Our integrations focus on QuickBooks Online. We can advise on moving from Desktop.
Will it change our accounting?
No. We follow your chart of accounts and your accountant's guidance.
Can it work with Xero instead?
Yes. We build the same automations for Xero.
Does AI post transactions on its own?
Only if you want it to. Most clients prefer AI suggestions with human approval.
More integrations.
Product names are trademarks of their owners. VertuaLabs is an independent company and is not endorsed by these brands.
Let's connect AI to QuickBooks.
Tell us what you use today and what you'd like to automate. We'll come back with a plan and a clear quote.