Finance & payments · One-click connect

An AI teammate for QuickBooks.

Connect QuickBooks and your Cicada agent works in it for you: 13 QuickBooks actions, from looking things up to making changes. Ask from iMessage, WhatsApp, Slack or the app, and keep it read-only if you only want it to look.

Start free

300 free credits. No card. Read-only if you want.

Things to ask about QuickBooks
  • Which QuickBooks invoices are overdue, and by how much?
  • What did we spend by category in QuickBooks last month?
  • Check this month's bank transactions against QuickBooks and flag gaps.
  • Send me the profit and loss from QuickBooks every Monday.
Text it, Slack it, or type it in the app. Swap in your own details.
What Cicada can do in QuickBooks

13 QuickBooks actions, picked for what you ask.

About QuickBooks: Quickbooks is a cloud-based accounting software that helps you manage your finances, track your income and expenses, and get insights into your business

Reads

9 in all · always allowed
  • Read Vendor
    Read a vendor in QuickBooks with the given vendor id.
  • Read Account
    Read an account in QuickBooks with the given account id.
  • Query Account
    Query an account in QuickBooks with the given parameters.
  • Read Customer
    Read a customer in QuickBooks with the given customer id.
  • Read Employee
    Read an employee's details in QuickBooks with the given employee id.
  • Vendor Balance Detail
    Generate a balance detail report for a vendor in QuickBooks with the given vendor id.
  • Vendor Balance Report
    Get the balance report of a vendor in QuickBooks with the given vendor id.
  • Customer Balance Detail
    Generate a balance detail report for a customer in QuickBooks with the given customer id.
  • Customer Balance Report
    Generate a balance report for a customer in QuickBooks with the given customer id.

Changes

4 in all · off when QuickBooks is read-only
  • Create Vendor
    Create a new vendor in QuickBooks with the given details.
  • Create Account
    Create a new account in QuickBooks with the given parameters.
  • Create Customer
    Create a new customer in QuickBooks with the given parameters.
  • Create Employee
    Create a new employee in QuickBooks.

Showing 13 of 13. Your agent can use every one of them; you don't pick them, you ask for the outcome.

How it works

Connected in a minute. In your control after that.

  1. Connect QuickBooks

    Open Connections, find QuickBooks and press Connect. You sign in on QuickBooks's own page; there's nothing to configure.

  2. Choose what it may do

    Full, Ask first or Read-only, for the whole workspace. Share QuickBooks with the team, or keep it under each person's own login.

  3. Ask from anywhere

    Text your agent on iMessage or WhatsApp, message it in Slack or the app, or put a QuickBooks job on a schedule: every morning, every Friday.

Works with your other tools

QuickBooks, together with the rest of your stack.

Ask for an outcome that spans apps and your agent pulls from each one, cross-checks them and sends back one answer.

Questions

QuickBooks and Cicada, answered.

Does Cicada integrate with QuickBooks?

Yes. QuickBooks is one of the 888 apps with a page here, and it connects with one click. Once it's connected, every agent in your workspace can use it from any channel you talk to them on.

How do I connect QuickBooks?

Open Connections, find QuickBooks and press Connect. You sign in on QuickBooks's own page; there's nothing to configure.

What can Cicada do in QuickBooks?

13 actions: 9 that read from QuickBooks and 4 that change things in it, for example read vendor, read account, query account. It picks the right ones for what you ask and chains them with your other apps.

Can I stop Cicada changing things in QuickBooks?

Yes. In Connections, set QuickBooks to Read-only and no agent in your workspace can create, change or delete anything in it; it can still read. Ask first lets it act but makes it check with you before each change.

Can I ask about QuickBooks from my phone?

Yes. Text your agent on iMessage or WhatsApp, or message it in Slack or the app. It answers in the same thread, and it can run QuickBooks jobs on a schedule, like every morning at 8.

Is my QuickBooks data safe?

Your QuickBooks login or key is stored on the server and never appears in a conversation. Disconnecting removes it. Every action an agent takes is in your activity log, and your data isn't used to train models.

One teammate. The output of a team.

Works nights, remembers every decision, answers in the thread. Start free with 300 credits.

Start free