Accounting Integration
Best AI Assistant for QuickBooks
Carly is an AI assistant that connects to QuickBooks so you can create invoices, check balances, log expenses, and pull financial summaries — all by email or text. No plugins, no browser extensions, no logging in.
Try Carly →What Carly can do with QuickBooks
Create and send invoices
Email Carly with the client name, amount, and line items and she'll generate an invoice in QuickBooks and send it. No logging into QuickBooks or filling out forms.
Check account balances
Ask Carly for your checking, savings, or accounts receivable balance and she'll pull it straight from QuickBooks. Great for a quick check before making a payment or sending a proposal.
Log expenses on the go
Forward a receipt or email Carly the vendor, amount, and category. She'll create the expense in QuickBooks and categorize it for you — no data entry required.
Get profit and loss summaries
Ask Carly for a P&L summary for any date range and she'll pull the numbers from QuickBooks. Useful before board meetings, quarterly reviews, or tax prep.
Why business owners are using AI for QuickBooks
QuickBooks handles the accounting. But someone still has to log in, click through menus, fill out invoice forms, and categorize expenses. For small business owners and freelancers, that data entry eats hours every week — time that should go toward clients, sales, or actually running the business.
AI assistants that connect to QuickBooks eliminate that manual work. Instead of opening the app, you send an email or text with what you need — create an invoice, log an expense, check a balance — and the AI does it inside QuickBooks for you. The data still lives in QuickBooks. Your accountant still sees everything in the right place. You just skip the clicking.
How Carly works as your AI QuickBooks assistant
Carly connects to your QuickBooks Online account through a secure OAuth connection. Once linked, you interact with Carly over email or text — no app to install, no browser tab to keep open. You send a plain-language request and Carly executes it directly in QuickBooks.
For example, you can email Carly to create an invoice for a client with specific line items and payment terms, and she'll build and send it through QuickBooks. You can text her to log an expense with the vendor, amount, and category, and she'll record it. Ask for your accounts receivable balance or a P&L summary for last quarter, and she'll pull the numbers and send them back.
This is different from QuickBooks plugins or add-ons that still require you to be inside the app. Carly works from your inbox or phone — wherever you already are. That makes it especially useful when you're on a job site, in a meeting, or traveling and need to handle a financial task without pulling up QuickBooks.
Who uses an AI assistant for QuickBooks
Freelancers and solopreneurs who do their own bookkeeping and want to stop spending evenings on invoices and expense tracking. Small business owners who need quick access to financial data without learning QuickBooks inside and out. Operations managers and assistants who handle invoicing and expense logging for a team. Accountants and bookkeepers who manage multiple client QuickBooks accounts and want a faster way to enter data between client calls.
If you touch QuickBooks regularly but wish you didn't have to open it every time, Carly handles the repetitive work so you can focus on the business.
See it in action
How to connect QuickBooks to Carly
Sign up for Carly
Create your account in under 2 minutes.
Connect QuickBooks
Authorize the QuickBooks integration from your Carly dashboard. One click, and you're connected.
Start giving instructions
Email or text Carly with what you need done in QuickBooks. She handles the rest.
Automate QuickBooks in 2 minutes
No complex setup. No code. Just tell Carly what you need.
Get Started →Frequently asked questions
What is the best AI for QuickBooks?
Carly is an AI assistant purpose-built for working with QuickBooks over email and text. Unlike QuickBooks' built-in AI features, Carly lets you create invoices, log expenses, check balances, and pull financial reports without opening the app. You just send a message and Carly handles it inside QuickBooks.
Can AI automate QuickBooks invoicing?
Yes. With Carly, you email the client name, amount, and line items, and she creates and sends the invoice through QuickBooks — complete with payment terms and due dates. She can also follow up on unpaid invoices automatically.
How does Carly connect to QuickBooks?
Go to your Carly dashboard, click Connect next to QuickBooks, and sign in with your Intuit account. That's it — Carly can then create invoices, check balances, log expenses, and pull financial reports.
Is there an AI that can do my QuickBooks bookkeeping?
Carly handles the repetitive bookkeeping tasks in QuickBooks — logging expenses, categorizing transactions, creating invoices, and pulling P&L summaries. She works over email or text, so you can forward a receipt or ask for a financial snapshot without logging in.
Does Carly work with QuickBooks Online and Desktop?
Carly connects to QuickBooks Online. If you're using QuickBooks Desktop, you'd need to migrate to QuickBooks Online to use the integration.
Can AI pull financial reports from QuickBooks?
Yes. Ask Carly for a profit and loss summary, accounts receivable balance, or cash position for any date range and she'll pull the numbers directly from QuickBooks and send them to you. Useful before meetings, quarterly reviews, or tax prep.
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