Apps · QuickBooks
An AI agent for QuickBooks
In shortVellarin Agents connects to QuickBooks with one click: you sign in to QuickBooks in a pop-up window and the agents you choose can use it. Reading runs on its own; anything that sends, creates or changes something in QuickBooks waits for your approval and runs exactly once after you approve. It is for businesses that invoice from QuickBooks. Free to start; Pro is US$19 a month. One-click apps work with agents on your computer.
What agents can read in QuickBooks
- List open and overdue invoices
- See who owes what
What waits for your approval
You see a plain description of the action (for example "Gmail: Send email → name@company.com · Quote for the kitchen") and press Approve or Reject. If you reject, nothing happens; an approved action runs once.
- Create an invoice
- Record a payment
Set it up in one click
- In your console open Apps.
- Press Connect next to QuickBooks and sign in to QuickBooks in the pop-up window.
- The tile turns green. By default every agent on a computer can use it; narrow it per agent in its Details.
What it does not do
- It never acts in apps you did not connect, or that an agent was not given.
- You sign in on the app's own sign-in page: Vellarin never sees your password.
- Cloud agents cannot use apps yet: for now apps work with agents on your computer.
Questions
Can an agent send something from QuickBooks without asking?
No. Anything that writes waits for your approval. Only reading runs on its own, and when in doubt an action is treated as a write.
Can I disconnect it?
Yes, at any time from Apps. You can also remove QuickBooks from a single agent and keep it for the others.
Is it available now?
The tile on this page says so. When it says "Coming soon", connections are not switched on yet; the rest of the product works without them.
Keep reading
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Your team can start today.
Free to start, no card. Your first agent can be working today.