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QuickBooks logo QuickBooksAccounting and bookkeeping software

AI automation inside QuickBooks.

Keep QuickBooks. We put AI to work inside it, filing, chasing and drafting alongside the rest of your stack.

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Live in 1 to 4 weeks.
Works alongside
Reckon logoReckonXero logoXeroDext logoDextOutlook logoOutlookMicrosoft Teams logoMicrosoft TeamsSharePoint logoSharePoint
Product in action

One email in. Filed, tasked and answered.

AI automation for QuickBooks means reviewed AI agents working inside QuickBooks: filing documents to the right client, raising the task and drafting the reply. It works through QuickBooks's own QuickBooks Online API, Customers and Invoices. Your data stays in QuickBooks.

Microsoft Teams
JH
Jess H.8:41 AM
@Horizon a client email just landed. Work it through QuickBooks and get the follow-up ready.
H
HorizonAPP8:41 AM
On it. Reading it now.
Client email read in Outlook✓
Invoice follow-up drafts from overdue QuickBooks balances✓
Expense coding suggestions for accountant review✓
Reply drafted back to the client✓
Reply drafted in Outlook, held for your sign-off
QuickBooksDone
OutlookDone
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Oracle NetSuiteConnected
XeroConnected
MYOBConnected
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First workflows

First workflows worth automating in QuickBooks.

Each one has a trigger inside QuickBooks, a reviewed AI step, and a person on the approval.

  • 01 Invoice follow-up drafts from overdue QuickBooks balances
  • 02 Expense coding suggestions for accountant review
  • 03 Month-end exception summaries across accounts and inboxes
  • 04 Customer payment query drafts using invoice context
  • 05 Management report commentary from approved QuickBooks data
Product-specific AI

AI workflows that speak QuickBooks's language.

A receivables workflow can combine overdue QuickBooks Online invoices with the latest approved Outlook correspondence, prepare a customer-specific follow-up and route it to the account owner before send.

Access first

QuickBooks Online supports OAuth and REST or GraphQL APIs. Available entities depend on the customer's QuickBooks product. QuickBooks Desktop is a separate access path and must not be assumed. Check the official integration documentation.

QuickBooks modules we work inside
QuickBooks Online APICustomersInvoicesReportsOAuth 2.0
Often paired with

Software we build QuickBooks workflows alongside.

Reckon logoReckon AI automationOracle NetSuite logoOracle NetSuite AI automationXero logoXero AI automationMYOB logoMYOB AI automationDext logoDext AI automation
Where to next

QuickBooks sits at the centre of accounting and bookkeeping teams.

Industry

AI automation for accountants and bookkeepers

The full accounting and bookkeeping stack we work alongside.

 Service

AI integration services

Wire it into the rest of the stack.

Service

AI implementation services

Scope, build, test, hand over.

Service

AI workflow audit

Work out what to automate first.

Service

AI automation services

Admin, follow-up, reporting, documents.

Service

AI consulting services

Turn a vague AI mandate into a plan.
Common questions

QuickBooks AI automation, answered.

Can AI handle invoice follow-up drafts from overdue QuickBooks balances in QuickBooks?
Yes - this is one of the first QuickBooks workflows Horizon AI builds. An AI agent watches for the trigger inside QuickBooks, drafts the invoice follow-up drafts from overdue QuickBooks balances, and routes it to a person for a quick review before anything is sent or posted. You keep the approval; the agent removes the manual time.
Does the AI work with QuickBooks features like QuickBooks Online API and Customers?
It works alongside them. Horizon AI builds against QuickBooks's own capabilities - QuickBooks Online API, Customers, Invoices, Reports - rather than replacing them, so the AI layer reads and writes through the same features your team already uses. Exact depth depends on your subscription tier and user roles.
Can Horizon AI integrate with QuickBooks?
QuickBooks Online supports OAuth and REST or GraphQL APIs. Available entities depend on the customer's QuickBooks product. QuickBooks Desktop is a separate access path and must not be assumed.
Does Horizon AI replace QuickBooks?
No. QuickBooks stays as your system of record. Horizon AI layers reviewed AI workflows on top so your team spends less time on repetitive admin while the data continues to live inside QuickBooks.
Which accounting and bookkeeping workflow should we automate first?
Start with a process that is repeated weekly, has a clear trigger and a clear output, and can be reviewed by a person before it affects a client, payment or compliance record. The discovery call covers this in detail and maps it to ai automation for accountants and bookkeepers patterns we have built before.
The audit costs nothing

Put AI to work inside QuickBooks.

Tell us the QuickBooks job you would rather not do yourself.

Book free AI audit
30 min with our Director. No sales rep, no follow-up.