Does the Quipu agent actually execute tasks?

Yes. Unlike copilots that only suggest actions, the Quipu agent performs the work by interacting directly with your Quipu account and connected apps to complete tasks.

How is this different from native Quipu features?

Native features provide the interface for accounting. DoMyWork agents add a layer of intelligence that connects Quipu to other apps and performs complex, multi-step tasks that aren't natively supported.

Is this better than Zapier for Quipu?

Zapier requires you to build rigid, step-by-step logic. DoMyWork lets you describe the task in plain English and the agent uses its intelligence to execute the process across Quipu and other tools.

Can the Quipu agent monitor my account 24/7?

Yes. You can set up autopilot jobs that watch for new events in Quipu, such as new expenses or invoices, and have the agent act on them the moment they arrive.

Is my financial data safe with DoMyWork?

Data security is our priority. DoMyWork uses secure, encrypted connections to interact with your Quipu account and only performs the specific tasks you authorise.

Can the Quipu agent connect to other apps?

Absolutely. The Quipu agent can read and write data across 1,500+ apps, allowing you to sync your accounting data with CRMs, spreadsheets, communication tools, and more.

AI Agent for Quipu

Categorise expenses, reconcile invoices, and update your financial records automatically. DoMyWork AI agents work with Quipu and 1,500+ apps to keep your books accurate and tax-ready.

Categorise all uncategorised expenses from last month

Match open invoices with incoming bank payments

Export this month's VAT report to Google Sheets

Find missing receipts for recent transactions

Email clients with overdue invoices

Summarise my monthly profit and loss

Agent for

Quipu

A Product by

Trusted by

42,000+ businesses worldwide

Certified

💬 Chat with agent

Turn your financial data into a clean, tax-ready ledger

Categorise expenses, reconcile bank payments, draft invoice reminders, and sync tax reports.

42 expenses categorised in Quipu

Categorise every expense from the last 30 days

"Check all uncategorised expenses in Quipu from last month, identify the vendor, assign the correct category, and update the records. Post a summary to Slack when done."

Send Message

Draft reminders for all overdue invoices

"Find all invoices in Quipu past their due date, draft a polite reminder email in Gmail for each client, and save them as drafts."

Send Message

Sync monthly profit data to Google Sheets

"Pull the monthly revenue and expense totals from Quipu and add them as a new row in my 'Financials' Google Sheet."

Send Message

Identify transactions missing supporting receipts

"Scan my recent Quipu transactions and list any that do not have an attached receipt in my Google Drive folder."

Send Message

Prepare a summary of tax-deductible expenses

"Filter my Quipu expenses for the current quarter, identify those that are tax-deductible, and create a summary list for my accountant."

Send Message

Got a different task in mind? Describe it

Send Message

Reconcile bank payments against open invoices

"Compare recent bank transactions in my feed with open invoices in Quipu and mark matching pairs as paid."

Send Message

Validate VAT entries for the current quarter

"Review all VAT-applied transactions in Quipu and confirm the tax calculation matches the invoice total."

Send Message

Flag duplicate entries in the expense ledger

"Search for duplicate expense entries in Quipu based on date, amount, and vendor, then flag them for deletion."

Send Message

Generate a list of unpaid supplier invoices

"Extract all unpaid supplier invoices from Quipu and format them into a table for my review."

Send Message

Check for missing tax information on new vendors

"Identify any vendors added to Quipu this month that are missing a tax ID or registration number."

Send Message

Got a different task in mind? Describe it

Send Message

Onboard new vendor details into Quipu

"Take the vendor info from the new contract in my email, create a contact in Quipu, and set their default payment terms."

Send Message

Update payment terms for all active clients

"Change the payment terms for all clients in Quipu from '30 days' to '15 days' and notify them via email."

Send Message

Extract expense data for project budgeting

"Sum up all expenses in Quipu tagged with 'Project X' and update the budget tracker in Google Sheets."

Send Message

Clean up inactive vendor accounts

"Find all vendors in Quipu with no activity in the last 12 months and mark them as inactive."

Send Message

Organise new receipt uploads from Google Drive

"Check my 'Receipts' folder in Google Drive, match files to transactions in Quipu, and attach them to the records."

Send Message

Got a different task in mind? Describe it

Send Message

Categorise my recent freelance expenses

"Look at my latest transactions in Quipu, guess the category based on the description, and update the records."

Send Message

Create an invoice for a completed project

"Use the project details in my 'Completed' sheet to create a new invoice in Quipu and email it to the client."

Send Message

Follow up on a late payment

"Check if the invoice I sent last week has been paid in Quipu. If not, draft a reminder email."

Send Message

Sum up my total income for the month

"Calculate the total income recorded in Quipu for this month and send me a quick summary in Slack."

Send Message

Format my expense report for tax season

"Export all my Quipu expenses for the year into a clean spreadsheet organised by category."

Send Message

Got a different task in mind? Describe it

Send Message

How Does a Quipu AI Agent Work

Connect Your Apps

Type Your Task

Agent Executes & Reports Back

See it in action

Try Quipu AI Agent

🛸 Autopilot

Keep your books accurate and tax-ready — with agents on autopilot

The agents work across your apps 24/7.

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

Setting up an autopilot is too easy

New expense is created in Quipu

Describe...

1. Categorise new expenses the moment they appear

WhenNew expense is created in Quipu

Then

Read the vendor and amount, categorise the expense, and attach the corresponding receipt from Gmail if found.

Put on Autopilot

2. Flag high-value expenses for quick review

WhenNew expense is created in Quipu

Then

If the expense is over $500, flag it in Slack for my immediate attention.

Put on Autopilot

3. Send payment reminders for overdue invoices

WhenEvery Monday at 09:00 AM

Then

Identify invoices in Quipu 7+ days past due and email reminders to clients.

Put on Autopilot

4. Sync new client data to your CRM

WhenNew client is created in Quipu

Then

Add the new client to HubSpot with their contact details and payment terms.

Put on Autopilot

5. Alert on low bank balances

WhenEvery day at 08:00 AM

Then

Check the bank balance in Quipu and warn me in Slack if it falls below $2,000.

Put on Autopilot

1. Validate new tax entries for accuracy

WhenNew invoice is created in Quipu

Then

Check if the VAT rate is correct based on the client location and flag if it looks wrong.

Put on Autopilot

2. Reconcile bank feed items automatically

WhenNew bank transaction is created in Quipu

Then

Match the transaction to an open invoice and mark it as paid if the amounts match.

Put on Autopilot

3. Notify on missing vendor tax IDs

WhenNew vendor is created in Quipu

Then

Check if the vendor has a tax ID; if not, notify me in Slack.

Put on Autopilot

4. Audit monthly expense totals

WhenEvery 1st of the month at 09:00 AM

Then

Summarise the previous month's expenses by category and email the report.

Put on Autopilot

5. Flag duplicate invoice numbers

WhenNew invoice is created in Quipu

Then

Check if the invoice number already exists and alert me if it's a duplicate.

Put on Autopilot

1. Process new vendor contracts

WhenNew vendor is created in Quipu

Then

Check the contract in Google Drive and update the vendor's payment terms in Quipu.

Put on Autopilot

2. Update project budgets with new expenses

WhenNew expense is created in Quipu

Then

Add the expense amount to the corresponding project budget in Google Sheets.

Put on Autopilot

3. Archive receipts to cloud storage

WhenNew expense is created in Quipu

Then

Move the attached receipt to the 'Archive' folder in Google Drive.

Put on Autopilot

4. Notify team of new invoice payments

WhenNew invoice payment is received in Quipu

Then

Post a message to the #finance Slack channel with the client name and amount.

Put on Autopilot

5. Check for inactive vendor cleanup

WhenEvery 1st of the month at 10:00 AM

Then

Identify vendors with no activity for 12 months and tag them for review.

Put on Autopilot

1. Categorise freelance expenses automatically

WhenNew expense is created in Quipu

Then

Detect the vendor and assign the standard category, then notify me in Slack.

Put on Autopilot

2. Draft invoices for completed tasks

WhenNew project task is completed

Then

Draft an invoice in Quipu for the project hours logged.

Put on Autopilot

3. Send 'Thank You' after payment

WhenNew invoice payment is received in Quipu

Then

Email a thank you note to the client for the payment.

Put on Autopilot

4. Track monthly income goals

WhenEvery Friday at 05:00 PM

Then

Summarise total income for the week and compare it to my monthly target.

Put on Autopilot

5. Backup financial data weekly

WhenEvery Sunday at 11:00 PM

Then

Export all Quipu data to a CSV and save it in my backup folder.

Put on Autopilot

Build your own autopilot

Set the trigger. Describe the action. Done.

1. Select when agent is executed

App

Quipu

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 Categorisation Playbook

FormCollect data with form

1. Enter Expense IDs

Enter Expense IDs

Fill fields below 👇

Expense IDs *

AI AgentExecute agent from playbook

2. Analyse Vendor

Agent

Identify categories for these expenses: {{Expense IDs}}.

3. Update Quipu

Update ExpenseinQuipu

Expense Categorisation Playbook

Quickly categorise a batch of uncategorised expenses.

Clone This Playbook

Invoice Reminder Playbook

Send bulk reminders to clients.

Clone This Playbook

Vendor Onboarding Playbook

Add a new vendor to Quipu.

Clone This Playbook

VAT Report Playbook

Generate quarterly VAT report.

Clone This Playbook

Budget Sync Playbook

Sync expenses to budget tracker.

Clone This Playbook

Bank Reconciliation Playbook

Match transactions to invoices.

Clone This Playbook

Duplicate Audit Playbook

Find and remove duplicates.

Clone This Playbook

Vendor Tax Audit Playbook

Check vendor tax info.

Clone This Playbook

Quarterly P&L Playbook

Generate P&L report.

Clone This Playbook

Invoice Status Audit Playbook

Audit invoice statuses.

Clone This Playbook

Vendor Onboarding Playbook

Add new vendor to Quipu.

Clone This Playbook

Budget Tracker Playbook

Update project budget.

Clone This Playbook

Receipt Archive Playbook

Archive receipts to Drive.

Clone This Playbook

Payment Notification Playbook

Notify team of payments.

Clone This Playbook

Inactive Vendor Playbook

Mark inactive vendors.

Clone This Playbook

Expense Categorisation Playbook

Categorise expenses.

Clone This Playbook

Invoice Creation Playbook

Create new invoice.

Clone This Playbook

Payment Reminder Playbook

Remind client of payment.

Clone This Playbook

Income Summary Playbook

Summarise monthly income.

Clone This Playbook

Tax Report Playbook

Export tax data.

Clone This Playbook

1500+ App Integrations

Connect Quipu + 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 expense is created in Quipu

Then

Recurring Work on autopilot

Autopilot

Invoice Reconciliation

Enter invoice details

Match with bank data

Update Quipu status

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

Quipu

A Product by

Trusted by

42,000+ businesses worldwide

Certified

FAQ

Questions
About Quipu AI Agent

An AI agent for Quipu is an intelligent assistant that connects to your account to execute accounting tasks like categorising expenses, reconciling invoices, and syncing financial data automatically.

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 Quipu

Turn your financial data into a clean, tax-ready ledger

Categorise every expense from the last 30 days

Draft reminders for all overdue invoices

Sync monthly profit data to Google Sheets

Identify transactions missing supporting receipts

Prepare a summary of tax-deductible expenses

Got a different task in mind? Describe it

Reconcile bank payments against open invoices

Validate VAT entries for the current quarter

Flag duplicate entries in the expense ledger

Generate a list of unpaid supplier invoices

Check for missing tax information on new vendors

Got a different task in mind? Describe it

Onboard new vendor details into Quipu

Update payment terms for all active clients

Extract expense data for project budgeting

Clean up inactive vendor accounts

Organise new receipt uploads from Google Drive

Got a different task in mind? Describe it

Categorise my recent freelance expenses

Create an invoice for a completed project

Follow up on a late payment

Sum up my total income for the month

Format my expense report for tax season

Got a different task in mind? Describe it

How Does a Quipu AI Agent Work

Keep your books accurate and tax-ready — with agents on autopilot

1. Categorise new expenses the moment they appear

2. Flag high-value expenses for quick review

3. Send payment reminders for overdue invoices

4. Sync new client data to your CRM

5. Alert on low bank balances

1. Validate new tax entries for accuracy

2. Reconcile bank feed items automatically

3. Notify on missing vendor tax IDs

4. Audit monthly expense totals

5. Flag duplicate invoice numbers

1. Process new vendor contracts

2. Update project budgets with new expenses

3. Archive receipts to cloud storage

4. Notify team of new invoice payments

5. Check for inactive vendor cleanup

1. Categorise freelance expenses automatically

2. Draft invoices for completed tasks

3. Send 'Thank You' after payment

4. Track monthly income goals

5. Backup financial data weekly

Playbooks

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

What are playbooks?

Expense Categorisation Playbook

Invoice Reminder Playbook

Vendor Onboarding Playbook

VAT Report Playbook

Budget Sync Playbook

Bank Reconciliation Playbook

Duplicate Audit Playbook

Vendor Tax Audit Playbook

Quarterly P&L Playbook

Invoice Status Audit Playbook

Vendor Onboarding Playbook

Budget Tracker Playbook

Receipt Archive Playbook

Payment Notification Playbook

Inactive Vendor Playbook

Expense Categorisation Playbook

Invoice Creation Playbook

Payment Reminder Playbook

Income Summary Playbook

Tax Report Playbook

Connect Quipu + 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 Quipu AI Agent

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

Most Tools Call Themselves Agents.
Few Actually Are.

Questions
About Quipu AI Agent