QuickBooks AI agent for Slack and Teams
Put Wopie to work in QuickBooks.
Wopie keeps your QuickBooks tidy, chases late invoices and gets month-end ready.
$100 in credits · No card needed
Priya in #finance
@wopie which invoices are more than 14 days late?
Wopie Quoted 130 credits before starting
Six invoices, $18,400 in total. I wrote a friendly reminder for each one.
Used 120 credits·6 reminders waiting
Priya in #finance
@wopie categorise this week's uncategorised expenses
Wopie Quoted 180 credits before starting
I sorted 42 expenses. Three didn't fit a category, so I left them for you.
Used 167 credits·Waiting for your OK
Priya in #finance
@wopie how much cash do we have right now?
Wopie Quoted 50 credits before starting
$214,300 across both bank accounts, as of this morning's bank feed.
Used 44 credits·Answered in #finance
Priya in #finance
@wopie make the month-end pack for September
Wopie Quoted 700 credits before starting
Pack ready: profit and loss, balance sheet, cash flow and 4 notes on what changed.
Used 662 credits·Saved to Drive
How Wopie works with QuickBooks.
Wopie is an AI agent that works in QuickBooks for you. You ask in Slack or Microsoft Teams. It finds late invoices, drafts friendly reminders, sorts your expenses and prepares the month-end pack. It never pays a bill or moves money, and it asks before changing past entries.
- 1Ask in a channelWrite what you need in Slack or Microsoft Teams, the way you'd ask a teammate. No setup in QuickBooks.
- 2Wopie does the workIt tells you the credits first, then works in QuickBooks and your other tools, and posts the result in the thread.
- 3You stay in chargeAnything that reaches a customer, moves money or deletes data waits for your OK.
- Works in
- Slack and Microsoft Teams
- Connects
- Sign in to QuickBooks once
- Category
- Finance & payments
- What it can do
- 64 QuickBooks actions: 45 look things up, 19 make changes
- Price
- $100 in free credits, then pay per job
Wopie uses QuickBooks with your other tools.
Ask for a result that needs more than one tool. Wopie pulls from QuickBooks, checks the rest and hands back one finished answer.
Everything Wopie can do in QuickBooks.
64 QuickBooks actions, in plain words. You never pick them yourself: ask for the result and Wopie chooses. 45 only look things up. The rest make changes, inside the access you give it.
- Create AP aging detail reportChanges
Creates an AP aging report in Quickbooks Online.
- Create billChanges
Creates a bill.
- Create customerChanges
Creates a customer.
- Create estimateChanges
Creates an estimate.
- Create invoiceChanges
Creates an invoice.
- Create paymentChanges
Creates a payment.
- Create profit and loss detail reportChanges
Creates a profit and loss report in Quickbooks Online.
- Create purchaseChanges
Creates a new purchase.
- Create purchase orderChanges
Creates a purchase order.
- Create sales receiptChanges
Creates a sales receipt.
- Delete purchaseChanges
Delete a specific purchase.
- Get balance sheet reportLooks up
Gets the balance sheet report from Quickbooks Online.
Safe in QuickBooks by default.
- Only what you share
Wopie sees only what your QuickBooks connection allows, and never more than the person who asked.
- Asks before it acts
Looking things up runs on its own. Anything that reaches a customer, moves money or deletes data waits for your OK.
- Every step on record
Each change it makes in QuickBooks is logged, with who asked and who approved it.
From owners using it
What owners are saying.
“Wopie.ai has transformed how I run the agency. Enquiries, follow-ups and everyday admin are easier to stay on top of, freeing me to focus on our clients and growth. It's simple to use, and the entire operation now runs more smoothly.”
Harcourts · Real estate
“Wopie.ai has genuinely changed how I run Aster Stayz. It saves me hours on everyday tasks, giving me more time to care for our guests and grow the business. It's simple to use and has made the entire operation feel far more manageable.”
Aster Stayz · Short-term rentals
More Finance & payments integrations.
Wopie works in 3,200+ apps, and can use several in one job.
QuickBooks integration
QuickBooks questions, answered.
No. Paying a bill or anything else that moves money always waits for your OK, with the amount shown first.
QuickBooks and its logo belong to their owner and are shown only to say the two work together.