AI Copilot Repository

Quickbooks

Empowering your day-to-day with data-backed ways to: show you insights, do work for you, guide your goal setting, help you connect with human experts
Finance
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Type of Copilot
Advisor, Assistant, Executant

Quickbooks use cases

Cash flow management

USER QUERY
Why is there a cash flow dip ?
TASK
Analyze the cash flow data in Quickbooks to identify the potential causes of delay in your treasury.

Invoices management

USER QUERY
Show me my unpaid invoices.
TASK
Analyze and filter all the invoices to show a summary of the biggest invoices that remain unpaid

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