QuickBooks Sandbox AI agent for Slack and Teams
Put Wopie to work in QuickBooks Sandbox.
Wopie works in your QuickBooks Sandbox test company: it drafts invoices, bills and reports so you can try before going live.
$100 in credits · No card needed
Yasmin in #finance
@wopie create a test invoice for Acme: 10 hours at $120
Wopie Quoted 75 credits before starting
Test invoice for $1,200 is created for Acme in the sandbox company. It's marked as a test and has not been emailed.
Used 69 credits·Created in QuickBooks Sandbox
Yasmin in #finance
@wopie pull the balance sheet for the test company
Wopie Quoted 70 credits before starting
Assets total $48,200 and liabilities $19,700. The test company shows $28,500 of equity. Numbers are test data.
Used 64 credits·Report posted
Yasmin in #finance
@wopie create a test bill from Copperline Supplies for $860
Wopie Quoted 75 credits before starting
Test bill for $860 created against Office Supplies, due 30 November. Nothing real is affected.
Used 69 credits·Created in QuickBooks Sandbox
Yasmin in #finance
@wopie delete the test purchase from yesterday
Wopie Quoted 50 credits before starting
The purchase is a $214 test entry. I'll delete it from the sandbox once you confirm.
Used 46 credits·Waiting for your OK
How Wopie works with QuickBooks Sandbox.
Wopie is an AI agent that works in QuickBooks Sandbox for you. You ask in Slack or Microsoft Teams. It creates test customers, invoices and bills and pulls reports such as the balance sheet. This is a test company, so nothing touches your real books. Deleting a record still waits for your OK.
- 1Ask in a channelWrite what you need in Slack or Microsoft Teams, the way you'd ask a teammate. No setup in QuickBooks Sandbox.
- 2Wopie does the workIt tells you the credits first, then works in QuickBooks Sandbox 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 Sandbox once
- Category
- E-commerce
- What it can do
- 43 QuickBooks Sandbox actions: 4 look things up, 39 make changes
- Price
- $100 in free credits, then pay per job
Wopie uses QuickBooks Sandbox with your other tools.
Ask for a result that needs more than one tool. Wopie pulls from QuickBooks Sandbox, checks the rest and hands back one finished answer.
Everything Wopie can do in QuickBooks Sandbox.
43 QuickBooks Sandbox actions, in plain words. You never pick them yourself: ask for the result and Wopie chooses. 4 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 Sandbox by default.
- Only what you share
Wopie sees only what your QuickBooks Sandbox 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 Sandbox 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 E-commerce integrations.
Wopie works in 3,200+ apps, and can use several in one job.
QuickBooks Sandbox integration
QuickBooks Sandbox questions, answered.
No. QuickBooks Sandbox is a test company, so your real books stay as they are.
QuickBooks Sandbox and its logo belong to their owner and are shown only to say the two work together.