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QuickBooks AI agent

36 workflows. Jobs Maito handles with QuickBooks, from Slack or email. QuickBooks connects through its MCP server, so setup is a sign-in.

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$149/month per workspace · Unlimited people · AI usage billed by your provider

All QuickBooks workflows.

36 workflows

Start here Log and match every invoice Invoices from email get read, logged and matched to purchase orders. Finance · When something happens Works with Gmail, Microsoft 365, QuickBooks, Xero.
Start here Explain a budget variance See why spending is over or under budget, line by line. Finance · When you ask Works with QuickBooks, Xero, Airtable, Microsoft 365.
Start here Chase overdue invoices Customers with overdue invoices get polite, correct reminders. Finance · On a schedule Works with QuickBooks, Xero, Gmail, Microsoft 365.
Write the monthly finance pack Management accounts, charts and commentary drafted for the leadership team. Finance · On a schedule Works with QuickBooks, Xero, Airtable, Microsoft 365.
Reconcile two systems Find where billing, payments and the books disagree. Finance · On a schedule Works with Stripe, PayPal, QuickBooks, Xero.
Track subscriptions and renewals Know what software you pay for, who uses it, and what renews soon. Finance · On a schedule Works with QuickBooks, Xero, Ramp.
Prep for an audit Collect the documents the auditor asked for and track what's missing. Finance · When you ask Works with Box, QuickBooks, Xero.
Code transactions with a reason Unclear transactions get a suggested category and the reason for it. Finance · On a schedule Works with QuickBooks, Xero.
Prepare the investor or board finance update Cash, burn, runway and key metrics drafted for investors each month. Finance · On a schedule Works with QuickBooks, Xero, Stripe, PayPal.
Write the investor update Get the monthly investor update drafted from real numbers and news. Founders and leadership · On a schedule Works with Stripe, PayPal, QuickBooks, Xero.
Prepare the board deck The board deck drafted from the same numbers the team uses. Founders and leadership · When you ask Works with BigQuery, Supabase, QuickBooks, Xero, Box.
Turn completed jobs into invoice drafts Completed jobs become one invoice draft with labor, parts and approved changes, checked for duplicates. Finance · When something happens Works with QuickBooks, Xero.
Find finished jobs that were never invoiced Weekly, list completed jobs with no invoice and separate warranty and prepaid work from real gaps. Finance · On a schedule Works with QuickBooks, Xero, Airtable, Microsoft 365.
Match travel and receipts to the right job When a job closes, tie its receipts and travel to the job, flag missing receipts, and draft billable costs. Finance · When something happens Works with Ramp, QuickBooks, Xero.
Explain unusual lines in owner statements Before statements go out, get a plain explanation for each unusual transaction so owners don't have to ask. Finance · On a schedule Works with QuickBooks, Xero, Gmail, Microsoft 365.
Check you can prove every progress claim Before a claim goes out, Maito checks each line has approvals and proof of work, and lists what's missing. Finance · On a schedule Works with QuickBooks, Xero, Box, Airtable, Microsoft 365.
See what a long project has cost so far Weekly, Maito adds up hours and parts against the estimate for each long job and points out what doesn't fit. Founders and leadership · On a schedule Works with QuickBooks, Xero, Airtable, Microsoft 365.
Get core charges back from suppliers Every refundable core gets a return task and a deadline, so the credit isn't left on a shelf. Finance · When something happens Works with Gmail, Microsoft 365, QuickBooks, Xero, Linear, Asana.
Check an engagement is signed and paid Before onboarding starts, Maito checks the right agreement is signed and the retainer is paid, and nudges what's missing. Operations · When something happens Works with QuickBooks, Xero, Gmail, Microsoft 365.
Turn approved timesheets into a client bill Maito turns client-approved hours into a draft invoice using your rate table, and shows revisions. Finance · When something happens Works with Gmail, Microsoft 365, QuickBooks, Xero.
Route purchase requests to the right approver Maito turns a purchase request into a structured one, routes it by amount, and checks it against the job budget. Finance · When something happens Works with QuickBooks, Xero, Gmail, Microsoft 365.
Match supplier credits to the right bills Maito matches a supplier's credit note to the right bill and keeps you from paying the full amount. Finance · When something happens Works with Gmail, Microsoft 365, QuickBooks, Xero, Box.
Release invoices once deliveries are signed Maito matches signed delivery slips to orders and prepares invoices, holding any with shortages for review. Finance · When something happens Works with QuickBooks, Xero, Gmail, Microsoft 365.
Send a weekly list of what's late One Monday message lists late jobs, unpaid invoices and open quotes with owners, so you stop opening five apps. Founders and leadership · On a schedule Works with QuickBooks, Xero, Airtable, Microsoft 365.
Review profit on each finished job Once a job closes, compare what it earned with labor, materials and extras, and flag the ones that missed. Finance · When something happens Works with QuickBooks, Xero, Airtable, Microsoft 365.
Show how much cash is really free Combine what's owed, what's due and payroll dates so you see spendable cash, not just the bank balance. Finance · When you ask Works with QuickBooks, Xero, Airtable, Microsoft 365.
Route invoices for payment approval Each valid invoice reaches the right approver with its due date, and the decision is recorded before anyone pays it. Finance · When something happens Works with Gmail, Microsoft 365, QuickBooks, Xero.
Remind late payers, skipping disputed invoices Overdue reminders go only to invoices nobody is disputing and that haven't just been paid. Finance · On a schedule Works with QuickBooks, Xero, Gmail, Microsoft 365.
Log payment promises and invoice disputes A reply like I'll pay Friday or this was damaged becomes a dated case, and the chase pauses until it's checked. Finance · When something happens Works with Gmail, Microsoft 365, QuickBooks, Xero, Linear, Asana.
Match unlabeled bank payments to invoices When a payment arrives with no clear reference, Maito suggests which invoice it covers and flags part payments. Finance · When you ask Works with QuickBooks, Xero, Airtable, Microsoft 365.
Reconcile refunds across payment and books Before a refund is issued, Maito checks the original sale and approval, then records it once in the books. Finance · When something happens Works with QuickBooks, Xero.
Track close blockers until sign-off A month-end checklist with owners, workpapers and blockers, so close finishes only when every item is signed off. Finance · On a schedule Works with Linear, Asana, QuickBooks, Xero.
Match sales-channel payouts to orders Each payout is broken into orders, fees and refunds, so deposits match sales and gaps get explained. Finance · On a schedule Works with QuickBooks, Xero, Airtable, Microsoft 365.
Explain CRM and accounting sync conflicts When the CRM and accounting disagree, see both values and who owns the field, then fix it once. Data · When something happens Works with HubSpot, Salesforce, QuickBooks, Xero, Datadog, Sentry.
Draft tuition invoices from taught lessons Completed lessons, rates and cancellation rules turn into invoice drafts, with disputes set aside for you. Finance · On a schedule Works with Calendly, Cal.com, QuickBooks, Xero, Airtable, Microsoft 365.
Thank donors and record what the gift is for Each gift gets a matched donor, a recorded purpose and a thank-you draft, checked before it goes out. Finance · When something happens Works with HubSpot, Salesforce, QuickBooks, Xero, Gmail, Microsoft 365.

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