QuickBooks

QuickBooks Online is the CFO agent’s accounting ground truth. The CFO pulls the chart of accounts, vendor list, customer list, open invoices, and expense ledger directly from QuickBooks to compute runway, identify overdue receivables for invoice acceleration, and discover cost-savings opportunities (overlapping subscriptions, off-market vendor rates).

When you change autonomy levels high enough, the CFO can also push journal entries and create AR/AP records — but every write to QuickBooks emits an explicit decision record with the originating reasoning chain so the audit trail stays clean for your CPA’s quarterly review.

Connector tools

Tool	What it does
get_financial_summary	Profit & loss summary for a date range
get_cash_position	Current bank account balances and cash position
get_outstanding_receivables	Unpaid invoices with aging breakdown
get_expense_breakdown	Expenses broken down by category for a period
create_and_send_invoice	Create an invoice and optionally email it to the customer
reconcile_payments	Match recent payments to outstanding invoices

Configuration

QuickBooks connects via Intuit’s OAuth 2.0 flow. The realm ID is captured on connect and used to scope every subsequent API call. Detailed setup walkthrough lands in a future docs phase.