The QuickBooks agent brings your accounting into your daily workflow, making it simple to manage finances without switching tools. View and analyze revenue, expenses, and profit on demand. Create, send, and track invoices or bills directly from your workspace. Get quick answers to questions about your accounts, transactions, customers, or vendors.
Compare sales, spending, and profits across different time periods and spot trends with clear summaries. Update records, attach files to transactions, or export data for sharing and reporting.
Your essential QuickBooks data and controls are always a conversation away—helping you stay on top of your finances wherever you work.
How this agent handles data
When you're interacting with this agent, it can see info in your apps and tabs to give you personalized help. Learn more
Security
Agents follow strict security protocols. They only connect to declared domains, never access your login details, and run in isolated environments. Permissions are granular—control who can view or act on data. Verified agents are human-reviewed for quality and support.
Restricted network requests
Superhuman ensures agents only connect to their specific domains.