Accounting & Invoicing

Your Voice Genies + QuickBooks

Help Genie captures service details and customer information through voice, then creates estimates, invoices, and customer records in QuickBooks.

Try It Free See How It Works

I'm speaking...

End Conversation

Synced to QuickBooks

Data received

Phone, Link, QR, App

How It Works

From Conversation to QuickBooks

Every step is automatic — whether your customer reaches your genie by phone, link, QR code, or mobile app.

Customer Connects

Via phone call, shared link, QR code, or your mobile app — your genie is always ready.

Help Genie Answers

AI voice genie greets the caller and understands their intent naturally.

Collects Details

Name, requirements, preferences — all gathered naturally through voice.

Synced to QuickBooks

Data lands in QuickBooks instantly. Zero human intervention.

What You Can Pass to QuickBooks

Define what your genie collects — every field is fully customizable via the API

Customer Name

Business Name

Address

Phone

Service Items

Quantities

Tax Info

Payment Terms

These are just examples.

Your genie's goals are fully configurable — collect any data you need and send it anywhere via our API. You decide what matters.

Workflows

4 Ways Genie Works With QuickBooks

Full lifecycle management through natural voice conversation.

Customer Record Creation

New caller provides their details. Genie creates a QuickBooks customer record with name, address, phone, and email — ready for invoicing.

Customer Name Address Phone Email Tax ID

Estimate Generation

Caller describes work needed. Genie matches to your service catalog, generates a QuickBooks estimate with line items, and can email it to the caller.

Service Items Quantities Address Preferred Schedule Estimate Total

Payment Follow-up

Send customers a genie link alongside their invoice. They can ask questions, confirm receipt, or arrange payment — and the follow-up is logged in QuickBooks automatically.

Invoice Number Amount Due Promise Date Payment Method

Service History Lookup

Returning customer calls. Genie pulls their QuickBooks history — past services, open invoices, payment status — for context-rich conversation.

Customer ID Past Services Open Balance Last Payment

Industries

QuickBooks + Help Genie For Your Industry

See how businesses in your space use this integration every day.

Trades

Plumber generates estimates for callers describing their issue

See Trades genies

Appliances

Repair tech billing auto-created from diagnostic call details

See Appliances genies

Home Builders

Renovation estimates built from phone consultations

See Home Builders genies

Marine

Winterization and maintenance invoices created from booking calls

See Marine genies

Office Equipment

Service contract renewals quoted during check-in calls

See Office Equipment genies

Industrial

Equipment service invoices generated from dispatch calls

See Industrial genies

Developer-Friendly

Connect Via Webhook or REST API

Every completed conversation fires a webhook with structured data. Use our REST API to read conversations, manage data, and configure your genie — all typed with a TypeScript SDK.

Real-time webhooks on conversation completion
Structured JSON with all collected fields
TypeScript SDK with full type safety
Direct QuickBooks API pass-through
Retry logic with exponential backoff

Explore the API View Docs

webhook-payload.json

// Help Genie webhook → your server → QuickBooks
{
  "event": "conversation.completed",
  "data": {
    "intent": "service_estimate",
    "collected_fields": {
      "customer_name": "Jennifer Walsh",
      "address": "567 Pine Ave, Denver CO",
      "service": "Water heater replacement",
      "urgency": "this_week",
      "phone": "+1 (555) 456-7890"
    },
    "quickbooks_estimate_created": true,
    "quickbooks_estimate_id": "EST-1047",
    "estimate_total": "$1,850.00"
  }
}