WILLIAM LETTIERI

Bean Counter

Task: Employ the Quickbooks Online API and connect it to OpenAI’s GPT to run reports, make forecasts, and give general business guidance based on financial data.

Method: This powerful bot has several tools to access a user’s Quickbooks account after first connecting via OAuth. Some of those include running reports like Profit and Losses, Balance Sheets, Cash Flows, Vendor and Customer lists, and transactional information.

Above and Beyond: Scheduled updates are available to run workflows on time intervals that can check for anomalies in the books. This can save a user from making errors or even find that someone might be intentionally altering the books.

Looking Forward: Next up for Bean Counter will be integration APIs that can generate invoices, enter expenses and bills, and even reconcile.

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