An AI agent for the QuickBooks follow-up work.
Connect QuickBooks and an OpenHelm agent can handle the recurring finance chores: chasing receivables with drafted reminders, summarising the week’s numbers, and keeping an exceptions list of transactions that need a human decision.
Recurring jobs
What an OpenHelm agent can do with QuickBooks.
Each of these runs as a scheduled, self-correcting job: you describe it in plain English, approve the plan once, and an independent evaluator checks every run against the goal.
Receivables follow-up
Identify overdue invoices daily and draft reminder emails matched to how late each one is, queued for approval or sent automatically.
Weekly numbers email
A scheduled digest of revenue, expenses, cash position and anything unusual, in plain language rather than a report export.
Uncategorised transaction sweep
List transactions missing categories or attachments into a data table, with suggested categorisations for the bookkeeper to confirm.
Get started
Connect QuickBooks in minutes.
- 1
Connect QuickBooks
Add QuickBooks under Connections in the OpenHelm app and complete the hosted sign-in, or mint a connect link programmatically with POST /v1/connections/links.
- 2
Describe the job in plain English
Tell OpenHelm what you want done and how often. It drafts a plan with a schedule, the tools it will use, and a clear definition of done.
- 3
Approve the plan
No job fires until you have reviewed the plan. Set the autonomy level to control whether writes execute directly or queue for your approval.
- 4
It runs, self-checks and reports
Runs execute in isolated cloud sandboxes on schedule. An independent evaluator scores each run against the goal, and results arrive as logs, emails or data-table rows.
For developers
Or provision the connection over the API.
curl https://api.openhelm.ai/v1/connections/links \
-H "Authorization: Bearer oh_live_..." \
-H "Content-Type: application/json" \
-d '{ "provider": "<provider id>", "name": "QuickBooks" }'
# → a short-lived hosted link; open once to authorise, then
# poll GET /v1/connections until it shows as authenticated.
# Provider ids are listed in the Connections API docs.The same connections back runs started over REST. See the AI agent API and the Connections API docs.
Related ways to put agents to work with QuickBooks:
Common questions about the QuickBooks integration
Finance & ops
More integrations in this category.
Put an agent to work in QuickBooks this week.
Connect once, describe the job, approve the plan. From then on it runs on schedule, checks its own work, and reports back with evidence.