01
Ask the books
Which invoices are more than 30 days overdue, who owes what, and which bills are due this week.
QuickBooks Online + Memtro
Ask your books a question instead of running a report.
Connect QuickBooks Online with one click and Memtro can read customers, invoices, bills and your financial reports. Everything is read-only: it cannot create transactions or change your books.
What you can do with QuickBooks Online in Memtro
Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right QuickBooks Online tool, reads what it needs, and answers with the source cited.
02
Reports in plain English
Profit and loss for last quarter against the one before, figures cited to the QuickBooks report.
- Find overdue invoices and who owes what
- Look up a customer's balance and recent invoices
- Run Profit and Loss, Balance Sheet, Cash Flow and aged receivables / payables for any period
- List unpaid vendor bills
- Answer ad-hoc questions with QuickBooks' own query language
Ask it like this
Questions people ask once QuickBooks Online is connected. In agent mode each one also checks the other systems that know about the same people, companies or identifiers.
- ›Which invoices are more than 30 days overdue?
- ›What was our net income last quarter?
- ›How much does Acme Ltd still owe us?
- ›Show the balance sheet as of the end of last month
Where it fits
Teams that get the most from QuickBooks Online in Memtro, with the rest of their stack attached.
- FinanceAsk the ledger questions in plain EnglishXero, Stripe and the warehouse answer through read-only tools. Duplicate charges, aged receivables, revenue by segment: one question, with the figures cited to their source.
- LeadershipOne question across the whole companyFounders and managers ask what is happening and get an answer stitched from support, sales, finance and engineering, with every figure traced to its source and the rest of the week handled by jobs.
- OperationsMonitors and digests that run themselvesJobs are prompts the agent runs on a schedule with the same tools as their owner. Create them in plain language, get the report in a chat, pause or change them in a sentence.
Better together
A record in QuickBooks Online is rarely the whole story. Connect the systems that hold the rest and the agent cross-references them by default, then remembers what it learned so the next question starts further along.
How to connect
- 01Click Connect QuickBooks in Memtro and sign in to Intuit
- 02Pick the company file to share and approve read access
- 03Memtro names the connection after the company and starts answering questions
Also works from
Chat in the dashboard, the OpenAI-compatible API, scheduled jobs, and any MCP client: Claude Code, OpenCode, Cursor, Claude Desktop. The QuickBooks Online tools are the same everywhere.
Clients and agents →Questions
- Can Memtro change anything in QuickBooks Online?
- No. The QuickBooks Online connector is read-only: every tool reads, searches or lists. Nothing is created, sent, updated or deleted, and the credentials you give it should be read-only too.
- Who can use a QuickBooks Online connection?
- A personal connection serves only your own requests. A shared connection serves the organisation: everyone, or only the teams an admin chooses. Admins can always add shared connections; other members need the permission.
- Does Memtro store my QuickBooks Online data?
- Credentials are encrypted at rest. Tool results are cached briefly so agent loops do not repeat identical calls, and the facts the model extracts are saved to your organisation's memory with provenance (system, record and link) so they can be checked and superseded.
- How do I connect QuickBooks Online?
- OAuth. Click Connect QuickBooks in Memtro and sign in to Intuit.
Connect QuickBooks Online in a few minutes
Seven-day free trial, then one monthly price per organisation. Connectors, jobs and memory are never metered.