Vad Triform kan göra med QuickBooks
Triform-agenter kan läsa och skriva alla fält som din API-åtkomst tillåter, vilket innebär att du kan gå från "manuella uppdateringar" till "kodifierade arbetsflöden" som alltid körs på samma sätt.
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.
Vad Triform kan göra med QuickBooks
Verkliga exempel på hur team använder 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.
Hur Triform ansluter
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.
Vem använder Triform med QuickBooks
Ideal for small business owners and accountants who want to save time.
Roller
Team
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.
Berätta vad du vill automatisera
Boka ett samtal för att diskutera din process.