Agents › Finance
QuickBooks Billing Agent
At month end it checks the work your firm finished against each client's plan, builds the invoice in QuickBooks, and flags the ones that stay unpaid. Bills go out on time, and nobody has to chase them by hand.
15 minutes. You'll see how it would run at your business, the hours it frees up and what it costs.
- ✓Checks finished work against each client's planat month end
- ✓Builds the invoiceper client
- ✓Flags unpaid invoicesevery week
Bills go out on time, and late payers get caught.
QuickBooks
StripeHow it works
The agent does the job from start to finish, on its own schedule. Your team talks to it in Slack or Teams.
Starts at month end
On the day your firm bills, it pulls each client and their items from QuickBooks.
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Checks the work against the plan
It matches the time and work logged for the month to what each client's plan covers, and marks anything extra or missing.
Builds the invoice
It builds the invoice for each client in QuickBooks, with the right items and a note on anything outside the plan.
Sends it out
Clean invoices go out from QuickBooks. Invoices with extra work wait for your OK first.
Watches for payment
Each week it checks what was paid in QuickBooks and Stripe, and flags the invoices still open to your billing lead.
What you get
Invoices go out at month end, not two weeks later when someone finds the time.
Extra work gets caught and shown to you, so it isn't given away for free.
A weekly list of what is still unpaid, without running the report yourself.
What this looks like at your business
Month end invoicesEach client's invoice built on the day you bill.
Designed for accounting firmsWork outside the planExtra work marked on the invoice before it goes out.
Designed for accounting firmsUnpaid invoicesOpen invoices listed for your billing lead each week.
Designed for accounting firmsBuilt for your company
Your version, set up around how you work
No two businesses run this job the same way. Your QuickBooks Billing Agent follows your process, your rules and your software, not a template.
Flat fee, hourly, or a mix. The agent bills the way each client's plan is set up.
Month end, the first of the month, or the day a job closes.
QuickBooks and Stripe today. If you bill from Xero, your version works there.
Your billing lead, the lead on the client, or both.
Works in the software you use
You make the key in your own accounts. Nothing to install on your computers.
Part of a team of agents
Agents pass work to each other, so a job keeps moving without someone on your team handing it along.
Sets up each new client in your CRM and project tool the day they sign, so the Billing Agent has the client ready to bill.
New clients start without anyone setting them up.
See this agent →
Checks open tasks and due dates each morning, so the work the Billing Agent bills for is tracked as it gets done.
Late work gets caught before the client asks.
See this agent →Built for
Book a 15-minute call
Get your version of the QuickBooks Billing Agent
Bring how your team does this job today. In 15 minutes you'll know how your version would run, the hours it frees up and what it costs.
Questions about the QuickBooks Billing Agent
Is my customers' information safe?
Yes. The agent reads only the clients, invoices and payments its job needs, in your own QuickBooks and Stripe accounts. Client details never go into public AI. Agents connect to AI through business-grade connections audited under SOC 2.
Will it change my books?
No. It builds and sends invoices and adds notes. It does not reconcile your bank or close your books.
Can it bill the way we do?
Yes. It follows each client's plan and your own billing rules, and asks before billing anything outside them.
Can I turn it off?
Yes. Disconnect the app in QuickBooks and the agent loses access right away.
What does it cost?
You get the price on the call, along with the hours it saves your team.