Finance

Let agents run the busywork in your QuickBooks

QX creates records, pulls balance reports and answers finance questions on demand—so your team closes the books faster and spends time on the numbers that matter.

@QX Which customers are overdue and by how much?

Three customers are past 30 days: Acme Inc owes $12,400, Northwind $6,820, and Globex $3,150—Acme has been silent since October. Want me to draft polite chase emails to all three?

QuickBooks

Gmail

Stop manually entering vendors, chasing receivables, and rebuilding the same reports every week. Hand it to an agent.

Data entry

New records, created for you

Agents read contracts, invoices and signup forms then create the matching customer, vendor or employee in QuickBooks—correctly coded, deduplicated, and ready to bill or pay.

Receivables

Get paid faster

QX watches customer balances, spots who's slipping past due, and drafts the right nudge at the right tone—so unpaid invoices stop quietly aging in the background.

Reporting

Answers, not spreadsheets

Ask a plain-English question about cash, customers or vendors and get a real answer—pulled live from QuickBooks, cross-checked against your other systems, and ready to share.

QuickBooks

Real workflows, built for your team

Build complex workflows in minutes that chain QuickBooks together with the rest of your stack. Trigger them on specific events, on schedule, or on demand.

Finance: Chase overdue invoices automatically

Every Monday at 8am

Scheduled trigger

Pull customer balances

in QuickBooks

Flag accounts past due

Agent step

Overdue 14+ days

Draft a tailored chase email

Agent step

Send to the customer

via Gmail

Overdue 60+ days

Escalate to the CFO

Alert via Slack

QX agents can create records, read balances, and run reports in QuickBooks—and a lot more

CREATECreate a customer

CREATECreate a vendor

CREATECreate an account

CREATECreate an employee

QUERYLook up a customer or vendor

QUERYQuery accounts in your ledger

READPull a customer balance report

READPull a vendor balance report

+ 5 more actions

About QuickBooks

QuickBooks is Intuit's cloud accounting platform, used by millions of small and mid-sized businesses to manage invoicing, payables, payroll and financial reporting. Its mature API exposes customers, vendors, accounts and reports, making it a reliable backbone for finance automation across your wider tool stack.

About QX Labs

QX is an AI agent platform that helps you build, run and scale AI across your team in a few clicks. Create agents that connect to your data and 1,000+ apps, building institutional memory that gets sharper every run. Then delegate tasks to them from where you already work—Slack, Teams, WhatsApp or email.

See QuickBooks working inside your stack

Want an AI co-worker that keeps your books tidy and your reports ready? Book a demo call to walk through your finance workflows, or get started for free.

Book a demo