O que o Triform pode fazer com QuickBooks
Os agentes Triform podem ler e escrever qualquer campo que seu acesso à API permita, o que significa que você pode passar de "atualizações manuais" para "fluxos de trabalho codificados" que sempre funcionam da mesma forma.
Receivables (AR)
- Create invoices from CRM or project tools.
- Send automated payment reminders.
- Reconcile incoming payments.
Payables (AP)
- Capture bills from email attachments.
- Route bills for approval.
- Schedule payments.
Reporting
- Generate P&L snapshots for Slack.
- Forecast cash flow based on AR/AP.
- Alert on budget overruns.
O que o Triform pode fazer com QuickBooks
Exemplos reais de como as equipes usam o Triform + QuickBooks
Auto-Invoice from CRM
- Fetch deal amount and line items.
- Check if customer exists in QBO, create if not.
- Generate and send invoice.
- Update CRM deal with invoice status.
Smart Expense Categorization
- Analyze merchant name and amount.
- Predict expense category using historical data.
- Attach receipt from email if match found.
- Flag ambiguous items for human review.
Payment Collections
- Identify overdue invoices.
- Draft a polite reminder email.
- Send from the account manager's alias.
- Log the activity in the CRM.
Como o Triform se conecta
Connect QuickBooks
Connect via API using your Client ID & Secret.
Map Accounts
Map your chart of accounts to Triform categories.
Set Rules
Define your automation thresholds and triggers.
Quem usa o Triform com QuickBooks
Ideal for small business owners and accountants who want to save time.
Funções
Equipes
Why Triform for QuickBooks?
AI Categorization
Smarter than basic rules, learns from your history.
Workflow Automation
Trigger complex sequences (Email -> Slack -> QBO) from a single event.
Custom Reporting
Build reports that QBO can't generate natively.
FAQ
Does it work with QuickBooks Desktop?
Currently, we support QuickBooks Online only.
Can it process receipts?
Yes, Triform can extract data from receipt images and match them to transactions.
Is my financial data safe?
Absolutely. We use bank-grade encryption for your API credentials.
Diga-nos o que você quer automatizar
Agende uma chamada para discutir seu processo, ou descreva o que deseja automatizar.