Agents › Finance
QuickBooks Invoice Agent
At the end of each billing period it reads the visits your caregivers finished in AlayaCare, adds up the hours for each patient, and builds and sends the invoice in QuickBooks. Your bills match the care that was given, and nobody adds it up by hand.
15 minutes. You'll see how it would run at your business, the hours it frees up and what it costs.
- ✓Reads finished visitsper billing period
- ✓Adds up the hours per patientper patient
- ✓Builds and sends the invoicesame day
No more calculator. Invoices match the visits.
QuickBooks
AlayaCareHow it works
The agent does the job from start to finish, on its own schedule. Your team talks to it in Slack or Teams.
- 1
Starts when the billing period ends
On the day your billing period closes, it gets to work on that period's visits.
Reads the finished visits
It pulls each finished visit from AlayaCare: the patient, the service, the caregiver and the real start and end times.
- 3
Adds up the hours per patient
It totals the hours for each patient and service, and sets aside any visit with a missing or odd time so it isn't billed wrong.
Builds the invoice
It builds each patient's invoice in QuickBooks with the right customer, items and rates, and adds a note listing the visit dates.
Sends it the same day
Invoices that pass your checks go out from QuickBooks the same day. Your office gets a short list of anything it held back and why.
What you get
Each bill comes from the visit times in AlayaCare, not from notes and a calculator.
Invoices go out the day the billing period ends, so you get paid sooner.
Nobody spends days adding up hours per patient and typing invoices.
What this looks like at your business
Visit hours added upHours for each patient totaled from the finished visits.
Designed for home care agenciesInvoices builtEach patient's invoice built with the right items and rates.
Designed for home care agenciesBilling errorsVisits with missing or odd times set aside before anything sends.
Designed for home care agenciesBuilt for your company
Your version, set up around how you work
No two businesses run this job the same way. Your QuickBooks Invoice Agent follows your process, your rules and your software, not a template.
Your rates by service and payer, how you round time, and which visits need a person to check before they bill.
Weekly, twice a month or monthly. The agent runs on the day your period closes.
AlayaCare and QuickBooks today. If you schedule in another care tool or bill in Xero, your version works there.
Your invoice notes, how visits are listed, and the message that goes with each bill.
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.
Checks care schedules against staff schedules every day and finds missed visits, so they get fixed before the Invoice Agent bills the period.
Your team hears about it before the patient does.
See this agent →Pulls the same visits and shifts to get payroll ready to run, while the Invoice Agent bills them.
A day of counting hours becomes minutes of checking.
See this agent →Fills open visits with the right caregiver and puts them in AlayaCare. Once those visits are done, the Invoice Agent bills them.
“Build the schedule for Seattle.”
See this agent →Built for
Book a 15-minute call
Get your version of the QuickBooks Invoice 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 Invoice Agent
Is my customers' information safe?
Yes. The agent reads only the visits and customers it needs to bill, in your own AlayaCare and QuickBooks accounts. Patient details never go into public AI. Agents connect to AI through business-grade connections audited under SOC 2.
Does it change my schedule in AlayaCare?
No. It reads finished visits in AlayaCare and builds invoices in QuickBooks. Your schedule stays the way your office set it.
Can it follow the way we bill?
Yes. Your version uses your rates, your billing period and your sign-off rules. We set that up with you after the call.
Which QuickBooks do I need?
QuickBooks Online, on any plan. An admin signs in and approves the connection. QuickBooks Desktop is not covered.
Can I turn it off?
Yes. Remove the connection in QuickBooks or the key in AlayaCare 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.