What do accounting apps post into a room’s chat?

Invoices sent and paid, bills due and expenses submitted. Room owners and hosts choose the events, filters and style; every card can become a task or a question for the agent.

What can a accounting dashboard show?

Receivables, payables, expenses by category and cash over time. The agent writes each chart from one read-only query, and you can join these apps with your rooms and other apps.

The AI project manager in any agentic room. A company owner, admin or creator who is also a room owner or host asks for the app, signs in on a guided card and presses Go live.

Integrations · Accounting

Accounting in your AI Office

Invoices, bills and expenses reach the people who approve them, and the totals reach the company dashboard.

10 apps · Accounts, finance operations and founders

See all 10 apps

Accounting room

Chat · 8 members · AI Project Manager

Threads

Arjun 9:41

Shipping the checkout work today 🚀

QuickBooks just now

Invoice paidQuickBooks

INV-1042 · Northwind Traders

Amount: $12,800
Paid: Today

Open in QuickBooksMake a taskAsk agent

QuickBooks just now

Bill dueQuickBooks

Office lease · November

Due: In 3 days

Open in QuickBooksMake a taskAsk agent

In the room’s chat

Invoices sent and paid, bills due and expenses submitted.

About Chat apps

On a live dashboard

Receivables, payables, expenses by category and cash over time.

About AI dashboards

Overdue invoices from QuickBooksExpenses by category this quarter from QuickBooksPost paid QuickBooks invoices into the finance room

Tested setups

Ready to connect

QuickBooksDashboardsChat XeroDashboardsChat Zoho BooksDashboardsChat

Built by the agent

Written from each app’s docs

The agent reads the app’s official webhook and API docs, writes the setup and tests it. Your company keeps it for every room.

Bill.comChat ExpensifyChat FreshBooksChat NetSuiteChat SageChat Tally PrimeChat WaveChat

Using another accounting app? Ask the agent for it by name. Any app with an API connects the same way.

How it connects

The agent connects it for you

01
Ask the agent
Name the app in any agentic room. The AI project manager starts from Qik’s tested setup, or reads the app’s official docs and writes one.
02
Sign in once
A guided sign-in card shows where to make the key and the smallest permission it needs. Keys are sealed in the vault; the agent never sees them.
03
Pick and test
Choose your own projects, boards or accounts from a list. The connection is tested on real data before anything is kept.
04
Go live
Dashboards draw their charts; chat apps stay a draft until a room owner or host presses Go live. Edit events and charts any time.

More integrations

Every team’s tools

Dev & DevOps29

Pull requests, pipelines, releases and deploys.

Monitoring & incidents20

Alerts, incidents and status changes.

Project & work27

Tasks, issues, updates and boards.

Support20

Tickets, conversations and satisfaction.

Sales & CRM22

Deals, contacts, pipeline and signatures.

Payments & billing21

Payments, subscriptions, invoices and refunds.

All integrations

Questions

Accounting integrations, answered

QuickBooks, Xero, Zoho Books, Bill.com, Expensify, FreshBooks, NetSuite, Sage, Tally Prime, Wave: 10 apps, plus any other app with an API, which the agent sets up from its official docs.

Accounting integrations

Bring accounting into your AI Office

Unlimited agentic rooms and AI project managers on every plan. Start free and ask the agent to connect your apps.