QuickBooks + governed AI agents
Accounting data answers questions other systems cannot: who has paid, who is overdue, what the account is actually worth. FlozentAi gives an agent read access to that and keeps every posting action behind an explicit human decision.
Connecting QuickBooks
| Definition | Import the QuickBooks Online Accounting API specification for the entities you need. |
|---|---|
| Credential | OAuth 2.0 — store the access and refresh tokens from your Intuit developer app. |
| Stored as | A secret:// reference to your own vault. FlozentAi never holds the value. |
Actions teams usually publish
Action names are yours to choose during review — these are the shapes most teams end up with. Anything that writes is confirmation-gated unless you deliberately publish it otherwise.
| Action | Kind | What it does |
|---|---|---|
customer.get | Read | Resolve a customer record. |
invoice.list | Read | List invoices with balances and due dates. |
payment.list | Read | Check what has been received. |
invoice.create | Write | Draft an invoice for human approval. |
What people build with it
- A collections assistant that assembles the overdue list and drafts each reminder.
- A sales agent that can see whether an account is in good standing before offering terms.
- Month-end preparation where the agent gathers the exceptions and a human decides on each.
There is no field in the console that accepts a token or a password. You store the secret in your vault and give FlozentAi a reference; the runtime resolves it inside the execution layer, after the policy decision.
QuickBooks questions
Is this safe for a regulated finance team?
The controls that matter are there: no credential in the console, human approval bound to the exact proposal, and a full trace per run. Whether that satisfies your specific obligations is a question for your auditors, and the trace is what you would show them.
Use cases that involve QuickBooks
Connect QuickBooks the governed way.
Import the specification, review what it found, and publish only what you want reachable.