Patricia works your QuickBooks.
Ask her in Slack. She reads the P&L, chases the overdue invoices, and drafts the new ones, but nothing sends without your yes.
@Pati how did we close the month, and what's still owed to us?
June net profit was $22,400 on $71,000 revenue. Receivables need a nudge:
- Fernbrook: $4,500 invoice, 31 days overdue
- Northwind: $2,800 invoice, due in 4 days, on track
- Want me to draft a reminder for Fernbrook? I will not send it until you approve.
Draft the reminder, and send me the P&L for the partners.
Reminder is drafted and waiting for your yes before it goes out. Here is June's profit and loss, revenue and expenses broken out by category.
Patricia + QuickBooks
What she does in QuickBooks.
Real actions she takes on your say-so, not a list of API endpoints.
Read the books like a bookkeeper
Profit and loss, balance sheet, and cash position pulled on demand and answered in the channel, so you know where the month stands without opening QuickBooks.
Chase overdue invoices
Aged receivables surfaced in Slack, which client owes what and for how long, so nothing slips past 30 days unnoticed and unpaid.
Draft invoices and estimates
She builds the invoice or estimate from the client and the amount, ready for your review. It sends only after you approve, never on her own.
Keep customers and vendors current
New clients and vendors added, details kept accurate, and bills read, so your payables and receivables reflect who you actually work with.
Answer the money questions on the spot
What a client has paid, what a vendor is owed, how this month compares to last, pulled from the ledger without a finance back-and-forth.
Keep money-moving locked behind approval
Sending an invoice, recording a payment, or paying a bill is drafted and shown to you first. Nothing that moves money happens until you say yes in Slack.
Say it like you'd say it
Things to ask her on day one.
How did we close last month on profit and loss?
Which client invoices are overdue, and by how many days?
Draft an invoice for Fernbrook's June retainer for me to review before it sends
What's our cash position right now?
Pull the P&L for the partners with revenue and expenses by category
Better together
QuickBooks is one hand. Give her the other.
Patricia's value compounds when the whole workflow lives with her, not just one tool.
QuickBooks + Slack
Where you ask about the month and where the overdue-invoice alert lands, before it becomes a bad-debt write-off.
Popular pairings
QuickBooks, paired.
See what QuickBooks unlocks alongside the other tools your agency runs, each on its own page.
Setup
QuickBooks, connected in minutes.
Add Patricia to Slack
She joins your workspace like any teammate. Two minutes, no engineering.
Today at 9:00 AM
Connect QuickBooks
One OAuth click. She gets only the access you approve, and you can disconnect her anytime.
QuickBooks connected
Ask
Mention @Pati with the question. Reads happen on their own; anything that moves money waits for your yes.
@Pati How did we close last month on profit and loss?
On it.
FAQ
QuickBooks questions, answered.
What can Patricia actually do in QuickBooks?
She reads profit and loss, balance sheet, aging, customers, vendors, and bills, and drafts invoices and estimates. Reads and reports are instant; sending an invoice or recording a payment waits for approval.
Will she send an invoice or pay a bill on her own?
No. Sending an invoice, recording a payment, or paying a bill is drafted and shown to you in Slack first, and happens only after your explicit yes. Reading the books and chasing receivables run on their own.
Which QuickBooks plan do we need?
Any QuickBooks Online company works. She connects through Intuit's official OAuth flow, the same way other approved tools do, and only sees the company you connect.
We keep separate books per client. Does that stay separate?
Yes, that is the setup she expects at an agency. Each client's customers, invoices, and reports stay walled off from the rest, so one client's numbers never show up in another's answer.
What does the QuickBooks integration cost?
Nothing extra. Every integration is included, on every plan.
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Everybody deserves a Patricia.
She handles the mess. You keep the clients. See what changes in your first week.
Pick a time that works for you. You get a live walkthrough of Patricia on real agency work, and every question answered.