An AI coworker for QuickBooks, in Slack.

What Doozy can do in QuickBooks

Doozy reads invoices, customers, vendors, bills and reports and drafts invoices and estimates when you ask. Payments, refunds, deposits and transfers start off. You approve Doozy on QuickBooks's own sign-in screen, with no keys to paste, and each tool has a switch in Doozy.

• Find invoices, estimates, bills, payments, customers and vendors
• Run reports: profit and loss, balance sheet, cash flow, and aged receivables and payables
• Read sales by customer, item, class or department, and customer and vendor balances
• Create and update invoices, and create estimates, credit memos and sales receipts
• Add customers, vendors, items and accounts
• Record a bill or a journal entry, and log time

Things people ask

In a thread, after @Doozy. It answers in that thread, with what it did.

• You

  @Doozy which invoices are more than 30 days overdue? Total by customer.

• You

  @Doozy how did last month compare with the month before? Profit and loss, in a short summary.

• You

  @Doozy draft an invoice for Acme for 12 hours of consulting at $150, due in 15 days.

• You

  @Doozy every Monday at 9, post aged receivables here and put the detail in our Google Sheet.

How to connect QuickBooks

No keys to paste: QuickBooks asks you to approve Doozy, the way it does for any app, and you can revoke that there any time.

1. 1

   Add Doozy to your Slack and open the Integrations page in the web app.

2. 2

   Pick QuickBooks and click Connect. QuickBooks's own sign-in asks you to approve Doozy.

3. 3

   Choose which of its tools Doozy may use, and mention @Doozy in a thread.

What stays off, and what's always true

Doozy works like a teammate, so it doesn't stop to ask. You decide what it can reach.

More in Security and AI & Data Use.

Works well with

One ask often crosses tools: a Sentry error becomes a GitHub pull request and a Linear issue. Doozy uses whichever it needs.

• StripeLook up customers, payments, invoices and subscriptions.
• Google SheetsRead spreadsheets, add rows and build new sheets.
• GmailSearch and read email, and draft replies.
• HarvestCheck time, projects, invoices and expenses.

Questions people ask before they connect QuickBooks

Does it work with QuickBooks Desktop?

No. It connects to QuickBooks Online, the version Intuit opens to apps.

Can Doozy email an invoice to a customer?

Its QuickBooks tools create and update invoices but don't send them, so you check the invoice and send it from QuickBooks.

Can it record a customer payment?

Not unless an admin switches that tool on. Payments, refunds, deposits and transfers start off, since they change what your books say about money.

Can Doozy see our QuickBooks credentials?

No. Every task runs in its own isolated workspace, and credentials stay outside it: they're added to each call on its way out. Nothing it reads or writes there can expose a key.

Will it change things in QuickBooks without asking?

It works like a teammate, so it doesn't stop to ask, and you decide what it can reach. Tools that delete or overwrite start switched off, you can switch off any other, and every action it takes is on the audit log with who asked.

Who can connect it?

Owners and admins of your Doozy workspace. Members see what's connected and can't change it. Everyone in your Slack can ask Doozy once it's connected.

What does it cost?

Nothing extra. Every integration is included on every plan, and the 14-day trial needs no card.

Something else? Write to [email protected].