What it does
Kipwise Agent is a Slack app that adds a QuickBooks layer in your threads. Ask in plain words and it works in the company you connected:
- Sales invoices and bills — create, edit, and void or delete when you confirm.
- Who owes us and what we owe — open invoices, aged receivables and payables.
- Customers and vendors — find, create and deactivate contacts.
- Record payments against invoices, and read purchases and deposits.
- The chart of accounts.
- Reports: profit and loss, balance sheet, aged receivables, aged payables, and cash flow.
- Plain-words automations, for example: “whenever a new customer is added in QuickBooks, tell me here”.
How to connect
Each teammate connects their own Intuit login. Nothing is shared between people.
- Mention @Kipwise in Slack with a QuickBooks request (in a channel or DM).
- Click the private Connect button the agent shows only to you.
- On Intuit’s consent screen, pick the company and approve access.
- Done — ask again and the agent uses that connection.
What we access
In plain words, Kipwise Agent asks QuickBooks for one scope, QuickBooks accounting:
- Customers and vendors
- Invoices and bills
- Payments
- Purchases and deposits
- Accounts
- Reports
No email sending. Nothing is stored beyond the connection token and your company id, which are encrypted.
Security
- Per-person OAuth — every action runs as the teammate who connected.
- Tokens encrypted at rest.
- Invoices created as drafts unless you say approve.
- Void, delete and deactivate only on explicit confirmation.
- Webhook deliveries verified with Intuit’s signature.
Support
Questions or problems: [email protected] or the Kipwise help center.
Legal
See our terms of service and privacy policy.
