Do the daily work from your AI app.

• Your clients, your sign-in

  You see the companies you are assigned, from your own AI app, signed in as yourself, with the access your admin set. No shared QuickBooks or Xero login.

• The client's rules, written down

  Expense rules, income rules and procedures live in the client's AI Brain, and the AI agent is told to read them first.

• Your work on one board

  The Work view shows your tasks across clients, by month, with due dates and reviewers.

• A question, not a guess

  What the AI agent isn't sure about becomes a question in Tasks. Where a task has a reviewer, only that reviewer can sign it off.

1. 1

   Record a bill from a PDF

   Example prompt: “Record the bill in Documents from Coastal Supplies and attach the PDF.”

   • Upload the PDF to the company's Documents tab.
   • The AI agent checks the vendor and the client's rules, then records the bill.
   • In QuickBooks, it attaches the PDF to the record.
2. 2

   Code the bank feed

   Example prompt: “Code this week's bank feed for Harbour Cafe using its expense rules.”

   • QuickBooks companies can connect a live bank feed.
   • The AI agent suggests a category for each line, following the client's rules.
   • You approve; anything unclear becomes a task.
3. 3

   Reconcile an account

   Example prompt: “Prepare last month's reconciliation for the business checking account.”

   • The AI agent prepares the match against the statement.
   • You review what matched and what didn't.
   • A person signs off the reconciliation.
4. 4

   Work your tasks

   Example prompt: “Show Harbour Cafe's open tasks, most urgent first.”

   • Tasks come back by priority, then due date.
   • Ask the AI agent to work the ones assigned to it.
   • The Work view shows your tasks across clients, by month.

Example prompts with sample company names.