Integrations · Finance & documents

QuickBooks in the conversation.

Small-business accounting, and the system that decides what an invoice actually says. Connect it once and your copilot works with customers, invoices, payments, estimates and items without leaving the thread — and your workflows can act on it while the customer is still typing.

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QuickBooks

Finance & documents

01 · COPILOT

Ask for it in plain language. It does the QuickBooks part.

Copilot rides inside the inbox. With QuickBooks connected it reads customers, invoices, payments, estimates and items and acts on them from the same panel as the conversation — no second tab, no copying an order number across.

Find a customer and their balance
Look up an invoice and whether it is paid
Create an invoice or an estimate
Record a payment against an invoice
List overdue invoices

What a specific connection exposes is decided by QuickBooks, not by us: Settings → Apps lists the real tools your connection carries, each with its own switch.

02 · WORKFLOWS

Something happens in QuickBooks. A workflow starts.

Once QuickBooks is connected, its events show up in the workflow editor's trigger picker, and the fields the event carries become variables every later step can read — so the message you send is written from what actually happened.

An invoice is paid
An invoice becomes overdue

The picker is the authority on which events your QuickBooks connection publishes — these are the kinds that apps of this sort emit.

03 · THE AI AGENT STEP

One step that decides which QuickBooks tools to call.

A workflow's AI Agent step runs a bounded tool-calling loop over the apps you have connected and returns an object whose fields you declared. So "find the record, check the status, and give me status and owner" is one step rather than four — and the fields it returns are available to every step after it.

You declare the output

The rows you name become the variables downstream steps read, so a branch can test what QuickBooks said.

You cap the effort

A step budget and a model tier per node — the loop stops where you told it to.

Only what you switched on

The loop can call the QuickBooks tools you left enabled and nothing else.

What teams do with it

Two ways QuickBooks earns its connection.

"Did you get my payment?"

Answered from QuickBooks in the same message — with the invoice number, the amount and the date it cleared.

Chase politely, automatically

A workflow opens a WhatsApp conversation when an invoice goes overdue, with the amount and a payment link, and hands it to a person if there is a dispute.

Setup

Connect QuickBooks in about a minute.

1
Open Settings → Apps
It is open to everyone in your organization, not just admins — which apps your copilot can reach is part of doing the job.
2
Find QuickBooks in Browse
The catalogue runs to hundreds of apps and is searchable. Connect QuickBooks from its card.
3
Authorize with your own QuickBooks account
You sign in on QuickBooks's own screen and approve the access. The connection carries that account's permissions — no API keys are pasted into Cloodot.
4
Choose the tools it may call
Open the connection and switch off anything you would rather it never touched. A tool you switch off is out of reach from the next question onward.

Open Settings → Apps →

QuickBooks questions.

How do I connect QuickBooks to Cloodot?

Open Settings → Apps in Cloodot, switch to Browse, and search for QuickBooks. Connecting it opens QuickBooks's own sign-in and consent screen; when you come back, the app is listed as Connected and your copilot can use it. Nothing is installed and no keys are pasted into Cloodot.

What can Cloodot do in QuickBooks?

Work of this kind: find a customer and their balance; look up an invoice and whether it is paid; create an invoice or an estimate; record a payment against an invoice; list overdue invoices. The exact list depends on what your QuickBooks account is allowed to do — Settings → Apps shows every tool the connection actually exposes.

Can I limit which QuickBooks tools Cloodot may use?

Yes. Open the connection and every tool it exposes is a switch, searchable by name. A tool you switch off is out of reach from the next question onward, so a read-only QuickBooks connection is a matter of leaving the writes off.

Can an event in QuickBooks start a Cloodot workflow?

Yes. Events like an invoice is paid, an invoice becomes overdue appear in the workflow editor's trigger picker once QuickBooks is connected, and the event's own fields become variables the rest of the workflow can read.

Who in my team can connect QuickBooks?

Anyone in the organization — Apps is not restricted to admins and owners, because which apps a copilot can reach is part of doing the job. The connection carries the permissions of the QuickBooks account that authorized it, so a finance & documents connection is only ever as broad as the account behind it.

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