Does it actually execute tasks or just suggest them?

It executes them. You describe the work in plain English, and the agent performs the steps within QuickBooks Online and your connected apps, rather than just suggesting what you should do.

How is this different from native AI like Intuit Assist?

Native AI is often limited to a single app's interface. DoMyWork acts across QuickBooks Online and 1,500+ other apps, creating a unified workflow that spans your entire business stack.

Is this just another automation tool like Zapier?

Zapier requires you to build rigid logic flows. DoMyWork uses an AI agent that understands your intent, allowing it to handle complex, multi-step tasks that don't fit into simple if-then rules.

Can the agent monitor my QuickBooks Online account 24/7?

Yes. You can set up autopilot jobs that watch for specific triggers—like new transactions or invoices—and the agent will act on them instantly, without you needing to be at your computer.

Is my financial data safe?

We prioritise security and data privacy. The agent operates within your authenticated connections and adheres to strict data handling standards to ensure your financial information remains secure.

Can the agent connect QuickBooks Online to other apps?

Absolutely. The agent can pull data from your bank feed, sync it to Google Sheets, notify your team in Slack, and draft emails in Gmail, all as part of a single, coordinated task.

AI Agent for QuickBooks Online

Reconcile transactions, categorise expenses, and update your financial records automatically. DoMyWork AI agents work with QuickBooks Online and 1,500+ apps to keep your books accurate and current.

Categorise the 15 uncategorised expenses in my feed

Find missing invoices from last month

Draft a payment reminder for overdue clients

Update the vendor list from my spreadsheet

Summarise this month's profit and loss report

Match bank transactions with open invoices

Agent for

Quickbooks Online

A Product by

Trusted by

42,000+ businesses worldwide

Certified

💬 Chat with agent

Turn your messy financial data into accurate, balanced books

Categorise expenses, match bank transactions, follow up on overdue invoices, and generate financial summaries.

15 expenses categorised in QuickBooks

Categorise the backlog of uncategorised expenses from last month

"Review the uncategorised expenses in my QuickBooks Online feed from last month, match them to existing vendors, and apply the correct account codes based on historical data. Post a summary of the changes to Slack."

Send Message

Generate a P&L report for the last quarter

"Pull the profit and loss data for the last quarter from QuickBooks Online, summarise the key trends, and email the report to the client."

Send Message

Find transactions missing supporting receipts

"Check the last 30 days of transactions in QuickBooks Online, identify those without attached receipts, and list them in a Google Sheet."

Send Message

Reconcile the main business bank account

"Compare the bank feed in QuickBooks Online against the recent transactions in my spreadsheet and flag any discrepancies."

Send Message

Prepare a list of year-end adjustments

"Analyse the ledger in QuickBooks Online for common year-end adjustment candidates and draft a summary for review."

Send Message

Got a different task in mind? Describe it

Send Message

Match open invoices to bank deposits

"Look at the open invoices in QuickBooks Online and match them to the incoming bank deposits from the last week."

Send Message

Send follow-up emails for invoices past due by 15 days

"Identify all invoices in QuickBooks Online that are 15 days overdue, find the customer contact details, and draft a polite follow-up email in Gmail."

Send Message

Clean up duplicate vendor records

"Scan the vendor list in QuickBooks Online for duplicates based on name and email, then merge them into the primary record."

Send Message

Sync new employee expenses from your expense app

"Take the approved expenses from my expense app, create them as bills in QuickBooks Online, and assign them to the correct project."

Send Message

Update vendor contact info from email signatures

"Read the latest emails from vendors in Gmail, extract their updated contact info, and update the vendor record in QuickBooks Online."

Send Message

Got a different task in mind? Describe it

Send Message

Summarise total revenue for the current month

"Get the total revenue figure from QuickBooks Online for this month and post it to our leadership Slack channel."

Send Message

Check if our biggest client has paid their recent invoice

"Search QuickBooks Online for the latest invoice sent to our top client and confirm if it has been marked as paid."

Send Message

Identify our top three spending categories this quarter

"Analyse the expense reports in QuickBooks Online for this quarter and report the top three spending categories."

Send Message

Draft a summary of cash flow for the board

"Pull the cash flow statement from QuickBooks Online and draft a short summary of our current position."

Send Message

Find all payments made to a specific contractor

"Search the transaction history in QuickBooks Online for all payments made to [Contractor Name] this year."

Send Message

Got a different task in mind? Describe it

Send Message

Onboard a new vendor in the system

"Take the details from this new vendor form, create the vendor profile in QuickBooks Online, and send a welcome email via Gmail."

Send Message

Verify that all project hours are billed

"Compare the hours logged in our project tracker against the invoices sent in QuickBooks Online and list any unbilled time."

Send Message

Update inventory levels based on recent sales

"Check the sales orders in QuickBooks Online and update the inventory stock levels in our warehouse app."

Send Message

Flag any expenses over $500 for approval

"Scan the recent expenses in QuickBooks Online and list any individual items over $500 that haven't been approved yet."

Send Message

Prepare a monthly budget vs actual report

"Pull the actual spending from QuickBooks Online, compare it against the budget spreadsheet, and highlight the variances."

Send Message

Got a different task in mind? Describe it

Send Message

How Does a Quickbooks Online AI Agent Work

Connect Your Apps

Type Your Task

Agent Executes & Reports Back

See it in action

Try Quickbooks Online AI Agent

🛸 Autopilot

Keep your books balanced and your data clean — with agents on autopilot

The agents work across your apps 24/7.

They catch new transactions, categorise them, and flag discrepancies before they become a headache.

Setting up an autopilot is too easy

New transaction is created in QuickBooks Online

Describe...

1. Categorise new expenses the moment they hit the feed

WhenNew transaction is created in QuickBooks Online

Then

Read the transaction description, match it to a vendor, assign the correct account code, and mark it as reviewed.

Put on Autopilot

2. Flag duplicate invoices for review

WhenNew invoice is created in QuickBooks Online

Then

Check if an invoice with the same amount and customer exists from the last 7 days; if so, flag it in Slack.

Put on Autopilot

3. Sync bank feed updates to your spreadsheet

WhenNew transaction is created in QuickBooks Online

Then

Add the transaction details to the 'Bank Feed' tab in my Google Sheet for real-time tracking.

Put on Autopilot

4. Alert on large unexpected expenses

WhenNew transaction is created in QuickBooks Online

Then

If the transaction amount exceeds $1,000, post an alert to the finance Slack channel for immediate review.

Put on Autopilot

5. Weekly summary of total spend

WhenEvery Monday at 09:00 AM

Then

Calculate total spending from the past week in QuickBooks Online and send a summary email.

Put on Autopilot

1. Draft thank you notes for paid invoices

WhenPayment is received in QuickBooks Online

Then

Draft a personalised thank you email in Gmail for the customer who just paid their invoice.

Put on Autopilot

2. Notify team when a new invoice is sent

WhenNew invoice is created in QuickBooks Online

Then

Post a message to the sales Slack channel including the customer name and invoice total.

Put on Autopilot

3. Monitor for new vendor registrations

WhenNew vendor is created in QuickBooks Online

Then

Add the new vendor to our master tracking sheet in Google Sheets.

Put on Autopilot

4. Flag invoices that are nearing due date

WhenEvery day at 08:00 AM

Then

Identify invoices due within 3 days and send a reminder draft to the bookkeeper's Gmail.

Put on Autopilot

5. Update inventory when sales are recorded

WhenNew sales receipt is created in QuickBooks Online

Then

Reduce the stock count in our inventory app by the quantity sold.

Put on Autopilot

1. Notify when a high-value invoice is paid

WhenPayment is received in QuickBooks Online

Then

If the payment is over $5,000, send a congratulatory message to the founder's Slack.

Put on Autopilot

2. Monthly cash flow alert

WhenEvery first of the month at 09:00 AM

Then

Pull the current bank balance from QuickBooks Online and send a summary to the founder.

Put on Autopilot

3. Alert on overdue payments from key clients

WhenEvery Monday at 10:00 AM

Then

Check if any key clients have invoices overdue by more than 7 days and alert the founder.

Put on Autopilot

4. Summary of new expenses

WhenEvery Friday at 05:00 PM

Then

List the top 5 expenses from the week and send a summary to the founder.

Put on Autopilot

5. Flag low bank balance

WhenNew transaction is created in QuickBooks Online

Then

If the bank balance drops below a set threshold, send an immediate notification to the founder.

Put on Autopilot

1. Create project folders for new customers

WhenNew customer is created in QuickBooks Online

Then

Create a new folder in Google Drive for the customer and share it with the operations team.

Put on Autopilot

2. Sync customer data to CRM

WhenNew customer is created in QuickBooks Online

Then

Ensure the customer contact details are updated in our CRM.

Put on Autopilot

3. Alert on new vendor contracts

WhenNew vendor is created in QuickBooks Online

Then

Post a notification to the operations Slack channel to initiate the contract review process.

Put on Autopilot

4. Daily invoice status check

WhenEvery day at 09:00 AM

Then

Check for any invoices that failed to send and alert the operations team.

Put on Autopilot

5. Archive completed project records

WhenNew transaction is created in QuickBooks Online

Then

If the transaction is marked as 'Project Complete', move the associated files to the archive folder.

Put on Autopilot

Build your own autopilot

Set the trigger. Describe the action. Done.

1. Select when agent is executed

App

Quickbooks Online

When

Select

2. Describe the task to agent

Put on Autopilot

Playbooks

Turn any repetitive process into a
click-to-complete workflow.

Collect inputs through forms, run AI agents on the spot — all on one page.

Expense Audit Playbook

FormCollect data with form

1. Enter Month

Enter Month

Fill fields below 👇

Month *

AI AgentExecute agent from playbook

2. Analyse Expenses

Agent

Analyse expenses for {{Month}} in QuickBooks Online. Detect anomalies and assign risk levels.

3. Flag Anomalies

Add Row to SheetinQuickBooks Online

Expense Audit Playbook

Run for monthly audits to flag anomalies.

Clone This Playbook

Quarterly P&L Review Playbook

Generates and shares P&L reports.

Clone This Playbook

Tax Season Prep Playbook

Gathers all necessary tax documents.

Clone This Playbook

Vendor Reconciliation Playbook

Reconciles vendor payments.

Clone This Playbook

Budget Variance Playbook

Compares actuals to budget.

Clone This Playbook

Invoice Follow-up Playbook

Automates overdue invoice reminders.

Clone This Playbook

New Vendor Onboarding Playbook

Registers new vendors.

Clone This Playbook

Receipt Digitisation Playbook

Processes physical receipts.

Clone This Playbook

Bank Reconciliation Playbook

Matches bank transactions.

Clone This Playbook

Payroll Sync Playbook

Syncs payroll data.

Clone This Playbook

Revenue Growth Playbook

Analyses revenue trends.

Clone This Playbook

Burn Rate Analysis Playbook

Calculates monthly burn.

Clone This Playbook

Client Profitability Playbook

Checks client profitability.

Clone This Playbook

Expense Reduction Playbook

Finds cost savings.

Clone This Playbook

Dividend Calculation Playbook

Calculates dividends.

Clone This Playbook

Project Budgeting Playbook

Sets up project budgets.

Clone This Playbook

Contractor Payment Playbook

Pays contractors.

Clone This Playbook

Inventory Audit Playbook

Audits inventory.

Clone This Playbook

Asset Management Playbook

Tracks company assets.

Clone This Playbook

Grant Reporting Playbook

Reports on grant spend.

Clone This Playbook

1500+ App Integrations

Connect Quickbooks Online + Your Favourite Apps With AI Agents

Google Sheets

Webhook / API Integration

SafetyCulture (iAuditor)

Follow Up Boss

Swipe Pages

Freshworks CRM (Freshsales Suite)

TikTok Lead Generation

Salesforce Marketing Cloud

RSS

Builderall Mailingboss

Facebook Custom Audiences

FastField Mobile Forms

Thrive Themes (Thrive Automator)

Instagram for business

Microsoft Dynamics 365 CRM

Google Search Console

QuickEmailVerification

Adobe Commerce (Magento)

Ora

CompanyCam (In Review)

Quentn

BaseLinker

Vonage SMS API

Katana Cloud Manufacturing

CalendarHero (Zoom.ai)

Microsoft Dynamics 365 Business Central

Alchemer (SurveyGizmo)

Brilliant Directories

Wix

Accredible Credential

Box

You Need A Budget (YNAB)

Cisco Webex (Meetings)

GREEN-API (In Review)

Agolix (Assessment Generator)

The Conversion Engine

WhatsApp V3 by OnlineLiveSupport

LinkupAPI for LinkedIn

Autobound

SignWell

PDF Export by PDFCrowd

PropertyRadar

TrueReview

Cloudflare R2

Facebook Ads Management And Insights

Lob

Forminit (Getform.io)

Vooplayer - ( Spotlightr )

Instabot: Chatbot Platform

The Course Creator's Kit

Really Simple Systems CRM

SMS Online Live Support

SolarWinds Service Desk

Eko

Manifestly Checklists

Tango Card (Under Review)

Unsplash (Under Review)

Sempico Solutions SMS

WhatsApp Blast, APIs & CRM by WAToolsonline

Planyo Online Booking

PagePixels Screenshots

NioLeads

Xoal

PostGrid Print and Mail

Crypto Valley Journal

Projekly – Project Management, CRM, HR & Invo

Google Photos(Under Review)

8x8

Email List Validation

BPC

Moz

WhatsApp Notifications and Alerts by SyncMate

E2B

Automate any manual work with AI Agents

One-off tasks in one message

Chat

When

New transaction is created in QuickBooks Online

Then

Recurring Work on autopilot

Autopilot

Expense Categorisation

Enter bank statement

Match and categorise

Update QuickBooks

Repetitive Processes in 1 click

Playbooks

Why DoMyWork

Most Tools Call Themselves Agents.
Few Actually Are.

Capability	DoMyWork AI agent + execution	Claude Code Agentic dev CLI	Anthropic Cowork Desktop file agent	Zapier / Make / n8n Rule-based automation	ChatGPT + Copilot General AI assistants
	Getting Started
Instant To Start, No Setup			App Install Needed	Flows Must Be Built First
No Pre-Mapping Needed				Every Field Must Be Mapped
No Technical Skills Needed		Terminal, Scripts, Infra		Gets Complex Fast
	Reach & Execution
Built-In App Connections	1500+ Apps	Manual Config	Via Connectors Only	Each Needs Its Own Flow	Own Ecosystem Only
Web Research & Scraping	Built-In, No Extra Setup				Not Automation-Grade
	Intelligence
Reasons Through Edge Cases					Reasons, Rarely Acts
Scheduled Tasks					Limited Support
Single Prompt, Multi-App				Each App Pair Needs Own Flow	Conversation-Scoped Only

Agent for

Quickbooks Online

A Product by

Trusted by

42,000+ businesses worldwide

Certified

FAQ

Questions
About Quickbooks Online AI Agent

It is an autonomous agent that directly performs accounting tasks in QuickBooks Online. Unlike manual tools, it executes actions like categorising expenses and reconciling accounts based on your instructions.

Give It a Task.
Watch It Get Done.

Type in your task. The agent accesses your apps, reasons through the data, executes across your stack, and comes back with results.

👇 Tell the AI agent what to do

Run My Agent Free

AI Agent for QuickBooks Online

Turn your messy financial data into accurate, balanced books

Categorise the backlog of uncategorised expenses from last month

Generate a P&L report for the last quarter

Find transactions missing supporting receipts

Reconcile the main business bank account

Prepare a list of year-end adjustments

Got a different task in mind? Describe it

Match open invoices to bank deposits

Send follow-up emails for invoices past due by 15 days

Clean up duplicate vendor records

Sync new employee expenses from your expense app

Update vendor contact info from email signatures

Got a different task in mind? Describe it

Summarise total revenue for the current month

Check if our biggest client has paid their recent invoice

Identify our top three spending categories this quarter

Draft a summary of cash flow for the board

Find all payments made to a specific contractor

Got a different task in mind? Describe it

Onboard a new vendor in the system

Verify that all project hours are billed

Update inventory levels based on recent sales

Flag any expenses over $500 for approval

Prepare a monthly budget vs actual report

Got a different task in mind? Describe it

How Does a Quickbooks Online AI Agent Work

Keep your books balanced and your data clean — with agents on autopilot

1. Categorise new expenses the moment they hit the feed

2. Flag duplicate invoices for review

3. Sync bank feed updates to your spreadsheet

4. Alert on large unexpected expenses

5. Weekly summary of total spend

1. Draft thank you notes for paid invoices

2. Notify team when a new invoice is sent

3. Monitor for new vendor registrations

4. Flag invoices that are nearing due date

5. Update inventory when sales are recorded

1. Notify when a high-value invoice is paid

2. Monthly cash flow alert

3. Alert on overdue payments from key clients

4. Summary of new expenses

5. Flag low bank balance

1. Create project folders for new customers

2. Sync customer data to CRM

3. Alert on new vendor contracts

4. Daily invoice status check

5. Archive completed project records

Playbooks

Turn any repetitive process into a click-to-complete workflow.

What are playbooks?

Expense Audit Playbook

Quarterly P&L Review Playbook

Tax Season Prep Playbook

Vendor Reconciliation Playbook

Budget Variance Playbook

Invoice Follow-up Playbook

New Vendor Onboarding Playbook

Receipt Digitisation Playbook

Bank Reconciliation Playbook

Payroll Sync Playbook

Revenue Growth Playbook

Burn Rate Analysis Playbook

Client Profitability Playbook

Expense Reduction Playbook

Dividend Calculation Playbook

Project Budgeting Playbook

Contractor Payment Playbook

Inventory Audit Playbook

Asset Management Playbook

Grant Reporting Playbook

Connect Quickbooks Online + Your Favourite Apps With AI Agents

Automate any manual work with AI Agents

One-off tasks in one message

Recurring Work on autopilot

Repetitive Processes in 1 click

Most Tools Call Themselves Agents. Few Actually Are.

Questions About Quickbooks Online AI Agent

Turn any repetitive process into a
click-to-complete workflow.

Most Tools Call Themselves Agents.
Few Actually Are.

Questions
About Quickbooks Online AI Agent