QuickBooks Intelligence
AI Copilot doesn't just connect to QuickBooks — it understands your entire company. Every invoice, every line item, every payment, every credit memo. It knows your books better than you do.
QuickBooks Online IntegrationEverything from QuickBooks, at its fingertips
The AI has read-access to every data point in your synced QuickBooks company. Here's what it uses:
Every Invoice
All open, overdue, and paid invoices — amounts, due dates, payment dates, statuses. Historical and current from your QuickBooks company.
Payment History
Full payment records — when each invoice was paid, how many days late, partial payments, overpayments. Synced from QuickBooks Payments.
Line Items
Every line on every invoice — descriptions, quantities, rates, item references. The AI knows exactly what products or services were delivered.
Customer Data
Customer display names, email addresses, phone numbers, and QuickBooks Customer IDs — all linked to invoice history.
Credit Memos
All credit memos and their relationships to invoices. The AI factors these into net outstanding calculations.
Real-Time Sync
Data syncs continuously from QuickBooks Online. The AI always has the latest picture — no stale data, no manual refreshes.
What QuickBooks Intelligence enables
"What services do I provide to Apex Industries?"
Parses all invoice line items to list products and services, classify them as recurring vs one-off, and calculate total service value.
"How have their payments changed over time?"
Analyses payment dates across all historical invoices to calculate days-to-pay trends, identify deterioration, and compare periods.
"Do they have any credit memos?"
Checks all credit memos linked to the customer and factors them into net outstanding calculations.
"What's their total lifetime value to my business?"
Aggregates all invoice amounts (paid and unpaid) to calculate total revenue, revenue rank, and percentage of company total.
Beyond basic QuickBooks integration
Explore more AI Copilot capabilities
Every dimension works together to give you complete debtor intelligence.