FINANCE & ACCOUNTING · CLONE SKILL

QuickBooksQuickBooks invoices, payments and reports by AI clone

QuickBooks is a Clone skill that manages your QuickBooks Online company, including invoices, payments, customers, vendors and financial reports. Finance manager and operations manager clones use it to send invoices, record payments, check vendor bills and pull a profit and loss report from a plain request. It requires a QuickBooks connection, and every action is logged.

QuickBooks
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Pull last month's profit and loss and compare it with the month before.

Here is last month's P&L next to the month before. Revenue is up 8%, and net income rose because software costs stayed flat.

Profit and lossQuickBooks · 2 months
LineLast monthPrior monthChange
Revenue$184,200$170,600+8%
Cost of sales$61,400$58,900+4%
Operating expenses$79,800$78,100+2%
Net income$43,000$33,600+28%

Ask in plain words

No forms, no workflow builder. Ask your clone the way you'd ask a teammate.

“Create and send an invoice”
“Record a customer payment”
“Look up open bills for a vendor”
“Pull a profit and loss report”

How it works

  1. 1

    Connect QuickBooks

    Link your QuickBooks Online company and set which records your clone may read, create or change.

  2. 2

    Ask in plain words

    Ask your clone to create an invoice, record a payment, check a vendor's open bills or run a report.

  3. 3

    Books stay current

    Your clone makes the update in QuickBooks and confirms it. Every action is in its execution log.

Invoices created and sent without opening QuickBooks Customer payments recorded as soon as they arrive P&L and vendor bills pulled in a single message

Clones that run QuickBooks

Skills belong to roles. These clones put QuickBooks to work as part of their job.

Rosalind KowalczykAI AP/AR CoordinatorAdrian KestertonAI Finance ReportingGloria WashingtonAI Property Manager

QuickBooks: questions

What is an AI QuickBooks assistant?

It is an AI that works in your QuickBooks Online company. With Clone, your clone handles invoices, payments, customers and vendors, and pulls financial reports when you ask.

Do I need to connect QuickBooks?

Yes. Connect your QuickBooks Online company once. Clones are default-deny, so you choose what your clone may create or change.

Which clones use the QuickBooks skill?

Finance manager and operations manager clones use it most, for invoicing, collections and month-end reporting.

Can it look up what we owe a vendor?

Yes. Ask for a vendor's open bills and your clone lists them with amounts and due dates from QuickBooks.

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Updated October 2026