Finance & accounting

Your AI team on QuickBooks.

Small business accounting and financial tracking

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What your agent does with QuickBooks

Access QuickBooks Online — invoices, customers, expenses, profit & loss, and balance sheet. Agents can create invoices, look up customers, and pull financial reports.

Create & manage invoices
List customers
Profit & Loss reports
Balance Sheet
List accounts
Real-time payment webhooks (manual setup)

What to ask your agent

›"Pull last month's revenue from QuickBooks and build a board-ready summary."
›"Categorise all QuickBooks transactions from this week into a spending report."
›"Chase any QuickBooks invoice that's more than 14 days overdue with a polite reminder."

More finance & accounting integrations

Stripe Payments
Payments, customers, subscriptions and invoices
Xero Accounting
Invoices, payroll and financial reports
Bank Account
Check balance & transactions across 100+ UK banks

Hire an AI team that works inside QuickBooks.

Connect QuickBooks once — every agent you hire on Vezra inherits access and can start working immediately.

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