The books, asked in plain words.
Ask who owes money, draft the invoice, record the payment. Cedric proposes the entry in QuickBooks and waits for your yes.
$50 in free credits when you sign up. No card needed.
- QuickBooks holds the official books, and the questions about them arrive in chat, not in the ledger.
- Ask in plain words: who still owes us, what we spent on contractors last quarter, the P&L for August.
- Cedric drafts invoices, estimates and sales receipts, records payments and credit memos, and enters bills and expenses, each proposed first.
- Aged receivables, balance sheet, profit and loss and sales by customer can be pulled for a report from the thread.
- Sending an invoice, recording a payment or voiding a transaction changes the official books, so each waits for your yes.
What can a QuickBooks AI agent do?
Most of what a small team wants from QuickBooks is a question: who owes us money, what did we spend last quarter, is this vendor paid. A QuickBooks AI agent answers those from the conversation. Cedric searches transactions and lists with filters, looks up customers, vendors and employee records with their contact and billing details, and pulls financial reports such as profit and loss, the balance sheet, aged receivables and sales by customer.
The other half is the entries themselves. Cedric creates, updates, sends and voids customer invoices, estimates and sales receipts. It records customer payments, refunds and credit memos and applies them to open invoices. It enters bills, expenses, purchases and vendor credits and marks bills as paid, and it maintains the products and services list, price levels and the chart of accounts. Every entry comes back as a proposal first, which is what lets invoice follow-up run from the channel where the customer was discussed.
Cedric attaches notes, memos, custom fields and file attachments to the transactions that support them, so the receipt lands on the expense it belongs to. The connection is throttled per company on QuickBooks's side, and it does not cover payroll or bank feed setup; those stay in QuickBooks itself.
End of month
Who owes what, and the invoice that goes out next.
Helena Vasquez9:14 AM
@Cedric who still owes us more than 30 days out, and draft the September retainer invoice for Orchard Studio, same as August.
CedricAPP9:15 AM
Aged receivables over 30 days: Orchard Studio USD 4,200 (invoice 1031, 41 days), Pinehill Clinic USD 1,850 (invoice 1027, 36 days), Delta Freight USD 620 (invoice 1035, 32 days). Total USD 6,670. Drafted for Orchard Studio: invoice 1044, one line "Monthly retainer, September", USD 4,200, net 30, due 1 October, same terms and item as invoice 1039 from August. Not sent yet.
Looked up
Customers, vendors, open invoices and transactions by filter, so "who owes money" and "what did we spend" get a real answer.
Entered
An invoice, estimate, payment, credit memo, bill or expense: drafted with the right customer, item and amount, saved on your yes.
Reported
Profit and loss, balance sheet, aged receivables and sales by customer for any period, in the thread.
Connect QuickBooks in a minute
No setup project, no workflow builder, no field mapping. The flow is the same for every tool Cedric connects to.
- 01
Install Cedric where your team talks
One click. It joins your Slack like any other member, and everyone shares the same Cedric.
- 02
Connect QuickBooks from the dashboard
Open the Integrations page and sign in with QuickBooks on its own screen. Cedric never sees or stores your password, and you can revoke the connection in one click at any time.
A fresh connection can look but not touch: read-only until you say otherwise.
- 03
Ask in plain words
Back in the channel, try it: "who owes us money more than 30 days out?". You describe the outcome; Cedric picks the QuickBooks actions the ask needs. There is nothing to configure.
Connect for the whole workspace so the team shares it, or keep the connection personal. Two accounts are fine too; each gets a short name.
- 04
Let it become routine
Schedule the recurring version of the ask, and let Cedric fold QuickBooks into bigger jobs that cross your other tools. Anything that would leave your workspace still comes back as a preview to approve first.
Better in company
The chasing email goes out through Gmail; Cedric reads the aged receivables in QuickBooks, drafts one message per overdue customer with the invoice number and amount, and sends each on your yes. If the deal started in HubSpot, the invoice can be drafted from the deal's amount and contact.
Card payments arriving in Stripe can be checked against the open invoices in QuickBooks in one ask, with the unmatched ones named. The month's P&L can be dropped into the Google Sheets tab the board already reads.
Where the limits are
QuickBooks is a catalog connection, not a built-in playbook. Cedric works from what the QuickBooks connection can read and do; ask in plain words and it says what it can reach there, and what it cannot.
Every entry changes the official books. Sending an invoice, recording a payment or voiding a transaction is proposed with the customer, item and amount, and runs only on your explicit approval.
No payroll, no bank feeds. The connection is throttled per company and does not cover payroll or bank feed setup; both stay in QuickBooks itself.
Cedric sees what the QuickBooks connection grants and nothing more. Access is scoped, logged, and revocable from the dashboard, effective immediately.
Nothing sends itself. An email, a post, a change to a record: anything with consequences comes back as a preview for a human yes. That is the design, not a beta caveat.
FAQ
Yes. QuickBooks is one of the 3,200+ apps in Cedric's catalog: connect it once from the dashboard, on QuickBooks's own sign-in screen, and ask in plain words. There is no built-in playbook for it, so Cedric works from what the connection can read and do, and tells you when something is out of reach.
No. It drafts the entries a bookkeeper would otherwise type, invoices, payments, bills and expenses, and it pulls the reports. Someone still reads each proposal and says yes, and the books stay theirs to review.
It can void invoices, estimates and sales receipts, and it asks every time, showing the exact transaction first. Voiding changes the official books, so it is never done on a hunch.
Connect it for the whole workspace and everyone shares it, with one person authorising once. A connection you would rather not share, a personal inbox for instance, can stay personal to you.
Yes, and it starts that way: a fresh connection can look but not touch until you say otherwise. Even with write access granted, anything that changes or sends waits for an approval.
Every workspace starts with $50 in credits, free, no card. Each task consumes credits in proportion to the work involved. See pricing for the plans.
Connect QuickBooks in a minute.
Ask who owes you money, then see the invoice it drafts.
100K credits ($50) on sign up. No card needed.