Finance & ops
An AI agent for the QuickBooks follow-up work.
Connect QuickBooks and an OpenHelm agent can handle the recurring finance chores: chasing receivables with drafted reminders, summarising the week’s numbers, and keeping an exceptions list of transactions that need a human decision.
What agents do with QuickBooks. Recurring jobs, checked every run.
Receivables follow-up
Identify overdue invoices daily and draft reminder emails matched to how late each one is, queued for approval or sent automatically.
Weekly numbers email
A scheduled digest of revenue, expenses, cash position and anything unusual, in plain language rather than a report export.
Uncategorised transaction sweep
List transactions missing categories or attachments into a data table, with suggested categorisations for the bookkeeper to confirm.
Connect QuickBooks. A few minutes, once.
Connect QuickBooks
Add QuickBooks under Connections in the OpenHelm app and complete the hosted sign-in, or mint a connect link programmatically with POST /v1/connections/links.
Describe the job in plain English
Tell OpenHelm what you want done and how often. It drafts a plan with a schedule, the tools it will use, and a clear definition of done.
Approve the plan
No job fires until you have reviewed the plan. Set the autonomy level to control whether writes execute directly or queue for your approval.
It runs, self-checks and reports
Runs execute in isolated cloud sandboxes on schedule. An independent evaluator scores each run against the goal, and results arrive as logs, emails or data-table rows.
Or provision it over the API (see the Connections API docs):
curl https://api.openhelm.ai/v1/connections/links \
-H "Authorization: Bearer oh_live_..." \
-H "Content-Type: application/json" \
-d '{ "provider": "<provider id>", "name": "QuickBooks" }'
# Returns a short-lived hosted link. Open it once to authorise,
# then poll GET /v1/connections until it shows as authenticated.Questions
Does this replace my bookkeeper?
No. It clears the chasing and triage around the books, and produces worked lists with suggestions. Judgement calls and the ledger itself stay with your bookkeeper or accountant.
How does OpenHelm connect to QuickBooks?
Through a scoped OAuth grant: you sign in to QuickBooks once via a hosted connect flow, in the OpenHelm app or via a connect link minted with POST /v1/connections/links. OpenHelm stores no passwords, the grant is limited to what your jobs need, and you can revoke it at any time.
Can the jobs run on a schedule without me?
Yes, that is the point. Jobs run once, on an interval, or on a cron expression. A scheduler fires them, a watchdog times out anything hung, and a separate evaluator checks each run actually advanced the goal. You approve the plan before anything runs for the first time.
Is my QuickBooks data safe?
Each run executes in an isolated cloud sandbox with scoped, revocable credentials and no middle-layer copy of your data. Every action is logged per run, results come back with evidence, and the agent never fabricates data it could not verify.
Give your product a team that never clocks off.
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