Similar shape to Xero, with a few more quirks around VAT handling and attachments. Both are well-trodden ground for us.
How we connect it
REST API
What we automate with QuickBooks
- /01
Expense and receipt handling
Photographed receipts read, categorised and attached to the right transaction.
- /02
Purchase order matching
Three-way match between order, delivery note and invoice, with discrepancies raised the same day.
- /03
Recurring billing
Driven by what was actually delivered, pulled from your operational system.
- /04
VAT preparation
Anomalies surfaced before the return rather than during it.
An example automation
Trades firm example. An illustration, not a client result.
Questions about QuickBooks
Our bookkeeper does this. Are you replacing them?
No. We remove the keying so they spend the time on the exceptions and the advice, which is what you are paying them for.
Can it work from photographs?
Yes, and that is usually how it arrives. Poor-quality images score low on confidence and go to a person rather than being guessed.
Is there a limit on volume?
Nothing you are likely to hit. We have run pipelines at several thousand documents a month.