CRM & IntegrationWealth & Finance● Running at real firms now
QuickBooks Connector
Plugs your AI into QuickBooks so books get categorized and posted without clicking through screens.
How you get it
Included with partnership
Partners don't buy these one at a time — a partnership includes the library.
The problem
Your books live in QuickBooks; touching them means clicking through screens.
What it does
✦Lets your AI read transactions and post approved entries to QuickBooks
✦Applies your categorization rules automatically
✦Powers Bookkeeping Autopilot behind the scenes
What it replaces
Manual data entry in QuickBooks.
Is it real?
Connected to a wealth-management firm's QuickBooks today.
Want to see how this fits your business?