QuickBooks
Payments and financeBuilt by Capstan
List overdue invoices and reconcile payouts.
What an agent can do in QuickBooks
Defaults for a new agent. Change them per agent in Control.
- Read invoices and paymentsRuns freely
- Create a journal noteAsks first
Agents that use QuickBooks
Operations · daily 08:00
Overdue invoice follow-up
List overdue invoices, skip open disputes, draft the reminders, then asks: send from billing@.
Operations use caseOperations · daily 06:00
Payout reconciliation
Read yesterday's Stripe payouts, match them to bank lines, list what doesn't match, then asks: post exceptions to #finance.
Operations use caseOperations · last working day
Month-end checklist
Check every recurring invoice went out, flag accruals missing, draft the close notes, then asks: file the notes in drive.
Operations use case
Set up in three steps
01
Connect QuickBooks
Sign in to QuickBooks from Capstan, or paste a key. Capstan stores it encrypted and never shares it between agents.
02
Choose what it may do
Every action starts as read-only or asks-first. Loosen it per agent once you trust the runs.
03
Add it to an agent
Mention QuickBooks when you describe a job, or add it to an existing agent's tools.