AI agents for QuickBooks
A Monmo agent keeps QuickBooks tidy the way a methodical bookkeeper would. It categorises bank transactions, prepares invoices and vendor bills, writes to customers who are late paying, and works through the month-end checklist. It signs in as the QuickBooks user you connect and asks before it saves an entry. Tax filing and accounting advice remain with your accountant.
Updated 2026-11-13 · Free to start. Paid plans from $15 a month.
What agents do in QuickBooks
Categorise the bank feed
The agent goes through the transactions waiting for review and suggests a category, a vendor and a class for each, from your past entries. You approve the confident ones together and look at the handful it was unsure about.
AskGo through the transactions waiting for review and suggest a category and a vendor for each.
Clear uncategorised expenses
It opens everything sitting in Uncategorized Expense, finds the receipt or the email behind each line and proposes where it belongs, with the evidence attached, so the account is empty before month-end.
AskFind everything in Uncategorized Expense this quarter and propose the right account for each line.
Turn estimates into invoices
When a customer accepts an estimate, the agent prepares the invoice with the same items and your payment terms. You see it before it is saved, and it goes to the customer only when you allow it.
AskTurn the estimate Northwind accepted into an invoice due in 30 days and show me before sending.
Collect what you are owed
Each Monday it reads the accounts receivable ageing report and writes to customers who are late: a friendly note at 7 days, a firmer one at 30. You approve the batch, and disputes are passed to you.
AskEvery Monday at 9, list invoices that are past due and draft a reminder for each customer.
Enter vendor bills
Vendor invoices that arrive by email are read, checked against the purchase order and prepared as bills with a due date and a category. A duplicate, or an amount that differs from the order, is flagged instead of entered.
AskEnter this week's vendor invoices from the accounts inbox as bills and flag anything that looks like a duplicate.
Work through month-end
It checks your close list: accounts reconciled to their statements, uncleared items, recurring entries. Then it builds the profit and loss, balance sheet and cash flow as one PDF, with a note on what is still open.
AskRun the October month-end checklist and send me the report pack with anything still open.
Forecast cash for the next six weeks
From open invoices and unpaid bills it builds a week-by-week cash forecast in a spreadsheet: what should come in, what is due out and the lowest balance on the way. You can change an assumption and see the effect.
AskBuild a six-week cash forecast from open invoices and unpaid bills, and tell me the tightest week.
Get the file ready for your accountant
At year-end it gathers what your accountant asks for: the trial balance, the general ledger, a list of contractor payments and the questions it could not settle. It does not prepare or file the return.
AskPut together the year-end pack for our accountant: trial balance, general ledger and contractor payments.
How it connects
- 1You connect your own QuickBooks Online user once and choose the company. The agent has that user's access level and no more.
- 2Only the agents you name can open QuickBooks. Keep it to the one that does the books.
- 3Viewing transactions and running reports need no approval. Categorising, creating or editing an invoice, bill or customer, and sending anything to a customer ask first, and one card can cover a batch.
More in Accounting and payments
Other apps of this kind that agents work in, each with its own page.
Watch it work
A sample replay with example data, sped up. Pause it, scrub through it, or take the mouse yourself. This sample shows a similar job in other tools; QuickBooks is not on screen.
On screen
Xero
Gmail
Google Sheets
Pick a job. Watch it get done.
- Why
- Your weekday bookkeeping routine.
- Where
- Fieldwork in Xero · business account
- What to expect
- Marks 18 lines reconciled. The 2 odd lines are left for you, and no reminder is sent.
Your team. Connected to everything.
Cash and receivables — week 7+Sample replays with fictional data, sped up. Pause one, scrub through it, or take the mouse yourself.
Questions people ask
Can an AI agent categorise transactions in QuickBooks?
Yes, as suggestions you approve. A Monmo agent reads the bank transactions waiting for review, compares each with how you categorised that vendor before, and proposes a category, a vendor and a class. You approve the list in one go or line by line. Anything it cannot place with confidence is left for you with what it found.
Does an AI agent work with QuickBooks Online or QuickBooks Desktop?
A Monmo agent works with QuickBooks Online, through the QuickBooks connection or in its own browser when the connection does not cover something. QuickBooks Desktop is installed on your own computer, where the agent cannot reach it. If you use Desktop, you can still export reports to Excel or CSV and have the agent work on those files.
Can an AI agent file my taxes or give accounting advice?
No, those stay with you and a qualified accountant. A Monmo agent keeps the records in order and prepares the reports, but it does not file a return, decide how something should be treated for tax, or give accounting advice. It can prepare the pack your accountant asks for and list what is unresolved.
Can an AI agent send invoices and payment reminders from QuickBooks?
The agent prepares them, and they go out when you approve. From an accepted estimate, a timesheet or an order, the agent builds the invoice and shows it to you. For late payers it drafts a reminder for each customer with the invoice number and amount. One approval can cover the batch, and disputes come to you.