Accounting · Integration

QuickBooks Online + Voicent AI

Voice workflows that actually work — not just call transfers.

Voicent chases overdue invoices on autopilot. After a call it checks QuickBooks for open balances and can create or read invoices — closing the loop between the phone and your books.

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Overview

QuickBooks is where the money lives, and Voicent turns the phone into a collections and billing assistant. query_customers matches the caller to their account, query_invoices and get_invoice surface open balances so the agent can speak to a specific invoice, and create_invoice bills for work agreed on the call. get_company_info grounds everything in your real QuickBooks organization. Five actions, four realtime, so a caller’s balance is accurate and actionable on the call instead of a note for accounting to chase next week.

What your agent can do with QuickBooks Online

How it works

  1. query_customers matches the caller to their QuickBooks account.
  2. query_invoices and get_invoice surface open balances so the agent references a specific invoice.
  3. The agent sends a secure pay link (via a payments connector) or bills new work with create_invoice.

What the agent actually says

I see an invoice from last month that's still open — I've just texted you a secure link to take care of it whenever you're ready.

A workflow using QuickBooks Online

TriggerMemoryIntegrationBranchAI AgentEnd
noyesTRIGGER01Call endedINTEGRATION02Fetch open invoicesBRANCH03Overdue invoice?END04Done (nothing due)AI AGENT05Draft reminderINTEGRATION06Send reminderMEMORY07Log follow-upEND08Done
See the full QuickBooks Invoice Follow-Up template →

In practice

Overdue balances followed up the same day, every day.

A B2B SMB lets Voicent follow up on receivables. It reads open invoices from QuickBooks and nudges customers without the awkward manual phone call.

See QuickBooks Online + Voicent on a real call.