QuickBooks
by Intuit Inc.
Connect agents to QuickBooks Online to manage invoices, customers, expenses, and financial reports.
Sådan bruger agenter QuickBooks
- ✓Auto-create invoices from e-commerce orders or CRM deals
- ✓Query overdue invoices and trigger collection workflows
- ✓Record expenses from receipt images processed by AI
- ✓Generate monthly P&L summaries for business intelligence
- ✓Sync customer data between CRM and accounting system
Agenthandlinger
Input: customerId, lineItems, dueDate, docNumber, privateNote, customerMemo
Returnerer: invoiceId, docNumber, totalAmt, balance, invoice
Input: invoiceId
Returnerer: invoice, totalAmt, balance, dueDate
Input: query
Returnerer: entities, count
Input: displayName, email, phone, companyName, billAddr
Returnerer: customerId, customer
Input: accountId, paymentType, lineItems, txnDate, privateNote
Returnerer: purchaseId, totalAmt
Input: startDate, endDate, summarizeBy
Returnerer: report, totalIncome, totalExpenses, netIncome
Eksempel på workflows
Invoice automation
Agent creates QuickBooks invoices when orders are placed in e-commerce platform
Om QuickBooks
- Leverandør
- Intuit Inc.
- Pris Tjek altid detaljer med udbyderen
- Betalt — QuickBooks Simple Start from $18/month, Plus from $27/month. API access included with all plans.
- Godkendelse
- OAuth 2.0
- Hastighedsgrænse Tjek altid detaljer med udbyderen
- 500 anmodninger / minut
- Kompatible noder
- AgentResourceInputOutput
- Hjemmeside
- https://quickbooks.intuit.com
Byg et AI-workflow med QuickBooks
Brug Agentic Planner til at designe, visualisere og forbinde QuickBooks med dine andre værktøjer.
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