QuickBooks integration
Arkeo agents for QuickBooks
Arkeo agents work in QuickBooks Online alongside your team. They get payroll ready, build and send invoices from the work done, flag unpaid bills, and send sales and revenue reports each week.
15 minutes. You'll know which work agents can take off your team, the hours it frees up and what it costs.
What Arkeo agents do in QuickBooks
Each agent does one job from start to finish. They start on their own, follow your process, and your team talks to them in Slack or Teams.
- ✓Pulls all visits and shiftsper pay period
- ✓Adds overtime and stat payper employee
- ✓Gets payroll ready to runsame day
A day of counting hours becomes minutes of checking.
QuickBooks
AlayaCare
Google Sheets- ✓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.
AlayaCareQuickBooks- ✓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
Stripe- ✓Adds up new, upgraded and lost customersweekly
- ✓Checks Stripe against QuickBooksweekly
- ✓Sends the report to your teamMonday morning
Your numbers, without pulling them by hand.
QuickBooksStripe
Slack- ✓Pulls sales from your store, wholesale and QuickBooksevery Monday
- ✓Compares it to last weekevery Monday
- ✓Sends it to your teamMonday morning
Know what sold without building the report.
ShopifyQuickBooksSlackWorks with the rest of your software
Agents carry the work from QuickBooks into the other software your team uses, so nothing waits for someone to copy it over.
Square
HubSpot
Microsoft TeamsBusinesses that run on QuickBooks
How it connects
You make the key in your own QuickBooks account. Nothing to install on your computers, and nothing to wait for.
Where
In QuickBooks Online. An admin signs in and approves the Arkeo connection to your company. There is nothing to request from Intuit.
Who can do it
The primary admin, or a company admin.
Plan
QuickBooks Online, on any plan: Simple Start, Essentials, Plus or Advanced. QuickBooks Desktop is not covered.
Agents can see
- Invoices, payments and what's unpaid
- Customers, employees and items
- Time entries
- Sales and profit and loss reports
Agents can change
- Invoices, and sending them
- Customers and items
- Time entries for payroll
- Notes on invoices
Agents can't
- See your bank logins. QuickBooks never shares them.
- Reconcile your bank or close your books. That stays with your bookkeeper.
- Get back in after you disconnect the app.
What this looks like at your business
Payroll30 of 30 employees matched QuickBooks.
Home care agencyVisit hoursAlayaCare's own hour split matched at 99.91%.
Home care agencyWeekly revenueStripe and QuickBooks numbers in one report for your team.
Designed for businesses on QuickBooksIs this you?
- You run your business on QuickBooks Online
- Your team builds payroll hours, invoices or reports by hand
- You want to grow without more office staff
✕On QuickBooks Desktop, or a few invoices a month: not the right fit yet.
In 15 minutes, you'll know
Book a 15-minute call
Want to see what agents would do in your QuickBooks?
That's the reason to book. In 15 minutes you'll know which work agents can take off your team.
Questions about Arkeo and QuickBooks
Is my customers' information safe?
Yes. Each agent sees only what its job needs. Payroll and banking details never go into public AI. Agents connect to AI through business-grade connections audited under SOC 2.
Do the agents do my bookkeeping?
No. They do the work around your books: payroll hours, invoices, unpaid bills and reports. Your bookkeeper keeps the books.
Which QuickBooks do I need?
QuickBooks Online, on any plan. QuickBooks Desktop is not covered.
Will the agents change my books?
They make the changes your process allows, like building and sending invoices, and send the rest to your team.
Can I turn it off?
Yes. Disconnect the app in QuickBooks and the agents lose access right away.
What does it cost?
You get the price on the call, along with the hours it saves your team.