AI Agents for QuickBooks
QuickBooks MCP: your own AI agent in ChatGPT and Claude
Connect your QuickBooks Online company to ChatGPT and Claude. The assistant reads your customers, invoices, estimates, payments and reports and, with AI Agent, changes them when you ask.
- Open to every account for QuickBooks
- AI Analyst $29.99 or AI Agent $79.99 a month
- 7 day free trial, once per account.
- Every change shown first. Nothing is ever deleted.
Your QuickBooks Online agent
Connecting needs no subscription.
- AI AnalystAsk anything about your customers, deals and invoices.$29.99a month
- AI AgentAlso gets the work done: changes records once you approve.$79.99a month
7 day free trial, once per account. One package covers one company.
Using another system? Tell us which oneSee it work
An AI agent at work on QuickBooks
Watch the assistant read and change QuickBooks records from ChatGPT and Claude.
What it reaches
What the assistant can do in QuickBooks
You choose per record type what it may read or change. Ask the assistant what your agent can do, and it lists it record type by record type.
Customers
Reads- Search by name, company or email
- Who still owes money, and how much
- Every invoice, estimate and payment of a customer
With AI Agent- Create and update customers
- Add a note to a customer
Invoices
A payment is never recorded by the assistant.
Reads- Unpaid and overdue invoices
- Lines, balance and the payments made
- Count and add up, such as open amounts per customer
With AI Agent- Make draft invoices
- Change dates and the message
- Add a line
- Email an invoice or void it, after your click
Estimates
Reads- Search estimates by customer, date or amount
- Lines and status
- Which estimate became which invoice
With AI Agent- Make estimates and add lines
- Make a draft invoice from an estimate
- Email, accept or decline one, after your click
Reports and products
Reads- Profit and loss, balance sheet and cash flow
- Aged receivables and customer balances
- Sales per customer and per product
- Your products and services
Ask it, in QuickBooks
Two packages, one question away
AI Analyst answers from your records. AI Agent also does the work, once you say yes.
AI Analyst
Ask anything about your customers, deals and invoices.
- Reads customers, invoices and estimates
- Reads the payments on an invoice
- Counts and adds up, such as open amounts per customer
- Reads your reports and your products
Ask it
- Which invoices are overdue, and who owes the most?
- Show the open estimates of this customer.
- What was my profit and loss last quarter?
AI Agent
Also gets the work done: changes records once you approve.
- Everything in AI Analyst
- Creates and updates customers
- Makes estimates and draft invoices, adds lines
- Makes a draft invoice from an estimate
- Adds notes, and emails an invoice or estimate after your click
Ask it
- Make a draft invoice from this accepted estimate.
- Update the phone number of these three customers.
- Move the due date of this invoice to the end of the month.
- Add a note to this customer that we called today.
Automations, with AI Agent
Rules that run in your system by themselves
With AI Agent, describe a rule in the chat. Approve it once in CRM Connector, and it runs in your system by itself.
A rule can set fields, move a stage or add a note or a task, and what else it can do depends on your system. It never deletes and never records a payment. Tell us what it should do, and we set it up for you.
When an invoice becomes overdue, note it and email it to the customer again.
- When
- An invoice becomes overdue
- Only if
- It was sent to the customer
- Then
- 1Add a note on the invoice2Email the invoice to the customer
Approval, change log and undo
Nothing changes until you approve it
The assistant proposes, you approve, CRM Connector writes. AI Analyst never writes.
Every change is proposed first
You see a before and after list. Nothing is written until you approve.
Risky changes need your click
Messages to your customers, status changes and big batches need your own click.
Newer work is never overwritten
Each record is read again right before the change. Changed since? Refused.
A change log with undo
Every change is kept, with undo where the system allows it.
You choose what it may do
Per record type: off, read, or read and write. Pause it any time.
- ContactsOffReadRead and write
- DealsOffReadRead and write
- InvoicesOffReadRead and write
Nothing is deleted, no payments
Never a deleted record. Never a payment.
What the assistant reaches
- Only the system and record types you switched on
- Never passwords or sign ins
- Answers go to OpenAI or Anthropic under your own agreement
- The change log is kept for 90 days
Good to know
How the QuickBooks agent behaves
One package, one company
One package covers one QuickBooks company. Every other company needs its own package.
Connects with Intuit's own sign in
You sign in to QuickBooks from CRM Connector and choose the company there.
It never records a payment
Payments stay readable and are never made by the assistant or an automation. Nothing is ever deleted either.
Notes go where QuickBooks keeps them
QuickBooks has no separate notes, so a note joins the customer's Notes or the private note of an invoice or estimate.
Not in the QuickBooks agent
Tasks, because QuickBooks has none, and vendors, bills and expenses. Tell us if you need those.
Big changes need your click
A status or stage, or more than 10 records at once, waits for your own click on a CRM Connector page.
Never a delete, never a payment
The assistant never deletes a record and never records a payment, whatever you ask it.
AI Agents pricing
One monthly package per system
ChatGPT and Claude included, with or without a sync plan.
The monthly fee per connected system
Connect QuickBooks to ChatGPT and Claude, through MCP.
A monthly package for QuickBooks.
One package covers one system, so every other system needs its own: your CRM on AI Agent, your books on AI Analyst.
AI Analyst
Ask anything about your customers, deals and invoices.
$29.99per month
One system at $29.99 each
7 day free trial, once per account.
- Reads and searches one system
- Notes, activities, stages and custom fields
- You choose what it may see
- ChatGPT and Claude included
AI Agent
Also gets the work done: changes records once you approve.
$79.99per month
One system at $79.99 each
7 day free trial, once per account.
- Everything in AI Analyst, for one system
- Changes and creates records
- Every change shown first, risky ones approved by you
- A change log, with undo
Set up your QuickBooks agent yourself
Nothing to request. Connect QuickBooks in CRM Connector, choose what the assistant may do, and subscribe when you are ready.
- Step 1
Connect QuickBooks
Open the setup in CRM Connector, or plan the agent in ChatGPT or Claude and follow the link. Connecting needs no subscription.
- Step 2
Choose what it may do
Per record type what the assistant may read or change, and which actions it may use. It is saved until you subscribe.
- Step 3
Subscribe and add it to your assistant
The agent starts once its package is subscribed to, with a 7 day free trial. Then add CRM Connector to ChatGPT or Claude.
FAQ
Questions about the QuickBooks agent?
The answers about QuickBooks. What every AI agent shares is on the AI Agents page.
Yes. CRM Connector is an MCP server with an AI agent for QuickBooks Online, in both ChatGPT and Claude. It is open to every account, so you can set it up today.
Open the setup in CRM Connector, or plan the agent in ChatGPT or Claude and follow the link. Sign in to QuickBooks from there, which needs no subscription, and choose what the assistant may do. The agent starts once AI Analyst or AI Agent is subscribed to. Then add CRM Connector to your assistant.
Yes. AI Analyst only reads, and with AI Agent you still choose per record type whether the assistant may change anything.
No. The assistant reads payments and never records one. That stays with you in QuickBooks.
Yes, with AI Agent. QuickBooks emails the invoice or estimate, and only after your own click. An automation you approved can do it too.
For example:
- When an invoice becomes overdue, add a note and email it again
- When an estimate is accepted, make a draft invoice
- When an estimate expires, add a note on the customer
You approve a rule once, and it then runs without the assistant.
A monthly fee for this company: AI Analyst $29.99 or AI Agent $79.99. Billed yearly you pay ten months. There is a 7 day free trial, once per account.
No. AI Agents works with or without a CRM Connector sync plan.