Sales 4 steps
Customer invoicing
Turn agreed work into an invoice with the right customer, items, and payment terms.
What you get
A checked invoice proposal, followed by a verified QuickBooks invoice if you approve creation.
Skills6 workflows for QuickBooks Online
Good bookkeeping starts with a clear workflow.
Reusable instructions for the work you do every week and month. Know what to provide, what your AI agent should check, and what a finished result looks like.
01
Connect your books
Connect QuickBooks Online and your AI agent through DeepLedger. See setup guides.
02
Choose a workflow
Open a skill, check the inputs, then copy its instructions into your connected AI chat or project.
03
Review the result
Check the company and source records. Prompts that prepare new entries ask for approval before saving. Your account permissions still apply.
Find your next workflow.
6 skills
Explore skill
Purchases 4 steps
Vendor bills and receipts
Check a supplier document, catch possible duplicates, and prepare the right entry.
What you get
A bill or expense proposal with duplicate checks and a verified saved result after approval.
Banking 4 steps
Bank feed review
Separate likely matches, suggested categories, and transactions that need your judgment.
What you get
A review list with supporting evidence and clear next actions, without changing the books.
Reporting 4 steps
Monthly financial review
Explain what changed in revenue, expenses, and profit, with the source numbers beside each finding.
What you get
A source-backed financial summary with a comparison table and questions to investigate.
Banking 4 steps
Reconciliation preparation
Compare a bank statement with the ledger and explain the remaining differences.
What you get
A reconciliation workpaper showing matches, outstanding items, and the unexplained difference.
Month-end 4 steps
Month-end review
Work through the close checks and collect the evidence your reviewer needs.
What you get
A month-end review package with a checklist, exception list, and evidence references.