Will it change things in QuickBooks without asking?

Only if you let it. You choose how often it checks with you, and you can switch off any action you don’t want it to use.

What happens if I disconnect QuickBooks?

Praxivara stops using it right away. Nothing in QuickBooks is deleted. Any agent that needed it skips those steps until you connect it again.

QuickBooks AI assistant and agents

Ask in plain words. It does the QuickBooks steps.

Email an invoiceCreate a billLook up a payment

No setup per taskConnect QuickBooks once and it’s ready for every request.

You choose what it may doPick the actions it can use when you connect.

Disconnect anytimeIt stops right away. Nothing in the app is deleted.

Things you can ask in QuickBooks

Type it, text it or say it on a call. It picks the right QuickBooks steps and shows you what it did.

“Email an invoice in QuickBooks.”“Create a bill in QuickBooks.”“Look up a payment in QuickBooks.”“Run a P&L report in QuickBooks.”“Delete an expense in QuickBooks.”“Record a payment in QuickBooks.”

Actions

35

You never pick an action. Say what you need and it chooses the right one. Here is everything it can do in QuickBooks.

Write and sendIt writes it and sends it when you’re ready.

Email an invoice

Create and addNew records and entries, from a plain-words ask.

Add a customerCreate an invoiceCreate an estimateCreate a billRecord a paymentRecord an expense

Find and readLook anything up without opening QuickBooks.

View company profileLook up a customerFind customersFind vendorsFind itemsFind products

Update and organizeKeep things current as they change.

Update a customerUpdate an itemUpdate an invoice

Clean upClear out what you’re done with.

Delete an expense

More actionsEverything else it can do in QuickBooks.

Run a custom queryRun a P&L report

Showing the main actions in each group.

Triggers

61

When something happens in QuickBooks, an AI agent can start on its own. Pick an event, and say what should happen next.

Then An AI agent starts and runs the steps you describe.

Plus 55 more.

It only does what you allow.

Choose which QuickBooks actions it may use, and how often it checks with you. Looking things up just runs.

Turn off what you don’t need, when you connect or anytime after.
Disconnect in one click. Nothing in your QuickBooks is deleted.

Manage actionsConnected

35 of 35 capabilities enabled

Email an invoice

Create a bill

Look up a payment

Run a P&L report

Your permission mode is Auto. It decides when to check with you.

Works well with QuickBooks

All integrations

XeroSend invoices, manage contacts and pull reports from your Xero books.SquareTake and refund payments, and manage orders, items and customers.PayPalSend invoices, refund payments and track transactions.FreshBooksInvoice clients, track expenses and pull reports.

QuickBooks questions

Try Praxivara for free, open Integrations, pick QuickBooks and follow the steps to connect your account. You can change or remove it anytime.