Get more out of your connector

Practical workflows for your AI agent. Choose the guide for the accounting provider you use.

QuickBooks Online

Work with For review items, posted transactions and a pending-category workflow.

Compare a statement with posted activity, investigate differences and finish the native reconciliation.

Bring actual files from Dropbox, Google Drive, a conversation or your computer into QuickBooks Online.

Keep confirmed customer policies and useful working notes available for future tasks.

Understand recorded bank transactions, imported statement lines and the Reconcile screen.

Compare records with a statement while keeping native statement matching separate.

Bring actual files from Dropbox, Google Drive, a conversation or your computer into Xero.

Keep confirmed customer policies and useful working notes available for future tasks.