For IT service providers and bookkeeping firms

Agents for your clients’ IT and books. Just ask.

Say what a client needs the way you would tell a colleague. The agent does the work in their Microsoft 365 or QuickBooks Online, asks before it changes anything, and shows you what the system says afterwards.

Run a free books checkTalk to us

The free books check reads a client’s bills and vendors and changes nothing. For Microsoft 365, talk to us.

Riverside DentalMicrosoft 365Example
  1. Dana Lee starts Monday at Riverside Dental, on the front desk.
  2. On it. Nobody there has that name, and a Business Standard licence is free.
  3. Create Dana Lee’s account?dana.lee@riversidedental.example · Business StandardApproved by J. Ortiz
  4. Done. Microsoft 365 shows the account and the licence.Receipt R-0611-0312 · read back from Microsoft 365
  • Answers in wordsWhat it read and what it found, said plainly.
  • Asks when it is unsureA missing detail is one question, not a failed job.
  • Asks before it changes anythingReading runs on its own. A change waits for you.
  • Shows what happenedRead back from the system, on a receipt.

A demonstration on sample data, with captions. Turn the sound on to hear it.

New, in preview

Or just say it. Talk to your agent.

Press Talk and ask out loud. It is the same agent you type to: it looks things up in the client’s systems, answers you, and puts changes in for approval.

  • It checks, then answers“Does Dana have an account yet?” It looks, and tells you.
  • Nothing is approved by voiceA voice can be overheard. A person approves every change with a tap.
  • Everything said is written downThe conversation stays in the chat as text, and every change leaves a receipt.

The work

The checklist you run for every client. Run, and shown run.

The same agents, other work

Your own systems, through a connection you approve

Every week, every client, the same review.

Harbor Law QuickBooks OnlineWeekly bill review · v3
  1. Read 214 bills and 38 vendors from QuickBooksread
  2. 2 bills possibly entered twice · $1,840.00checked
  3. 4 unpaid bills past their due date · $3,112.50checked
  4. 1 bill coded unlike the vendor’s otherschecked

Example client and amounts.

Run a free books check →Talk to us →

How it works

From a client’s system to a receipt, in four steps.

  1. Step 1

    Connect a client’s QuickBooks

    One client company, one agent. Connecting asks Intuit for access; from then on the agent can read that client’s bills, vendors and accounts.

  2. Step 2

    Choose the playbook

    Start from a template or write your own in plain words: when it applies, the steps, what it may change, and what it must never do. A person approves it before it runs.

  3. Step 3

    The agent prepares. You approve.

    It reads, checks, and proposes the exact change: which bill, which amount, why. Nothing is written until your team approves it, in the chat or in Approvals.

  4. Step 4

    Read back. Receipted.

    After the change, it reads QuickBooks again and records what it saw. The receipt names the playbook, the checks, who approved it, and the result.

How it is built

It does the work. It asks first. It proves it.

Harbor LawQuickBooks OnlineLow risk
  1. Asked“Flag the duplicate on bill 1087”
  2. PlaybookFlag possible duplicates · v2
  3. CheckedSame vendor, total and number
  4. You approveJ. Ortiz, in Approvals
  5. WrittenA note on bill 1087
  6. Read backQuickBooks shows the note
Receipt R-1087-0914Confirmed in QuickBooks Online · 09:14Nothing else on the bill changed.Example
QuickBooks Online · bookkeeping firmsMicrosoft 365 · MSPs
Does the work

Inside your playbooks

Your firm writes the rules in plain words: when a job applies, the steps, what it may change and what it must never do. The agent picks the playbook that fits and fills in the values, and asks you when it cannot tell.

Asks first

A person approves each change

Reading runs on its own. A change waits for your team. An action can earn the right to run alone, if an owner allows it and its record stays clean, and loses it after any change that is declined or not confirmed.

Proves it

Read back from QuickBooks

After a change, the agent reads QuickBooks again and records what it saw. A change that cannot be confirmed is said to be unconfirmed, never called done. The receipt names the playbook, the checks and who approved it. Every change, across every client, is one line on a record that cannot be edited afterwards.

Built for a firm

One agent per client. One view across all of them.

Separate clientsEach client company has its own agent, connections, playbooks and record. Two clients never share an agent.
One set of rulesWrite a playbook once and use it for every client. Change it, and every agent follows the new version, with the change on the record.
QuickBooks and Microsoft 365Approved by Intuit for production on QuickBooks Online. Microsoft 365 connects directly, through Microsoft Graph.
Your dataWhat the agents read and keep is listed on our privacy page.

See what it finds in a client’s books.

Run a free books checkTalk to us

Free. It reads only, and changes nothing in QuickBooks. Names and amounts on this page are examples.