QO
QuickBooks Online — connected to your AI assistant.
Ask your AI about invoices, client accounts, and financial data — without exporting to spreadsheets.
What your attorneys can ask
Once QuickBooks Online is connected, your team can ask your AI assistant questions like these:
“Show me all invoices over $5,000 past due by 30 days.”
“What is the current balance on the Smith Corp account?”
“Pull the profit and loss summary for this quarter.”
“List all expenses in the litigation category this month.”
“What payments were received this week?”
What's included
Once connected, your AI assistant can:
- View invoices and payment status
- Access customer accounts and balances
- Review transaction history
- Run profit and loss reports
- Access expense records
How to connect
1
Click Connect in your Ferrule dashboard.
Choose QuickBooks Online from your integrations list and click Connect.
2
Log in with your QuickBooks Online account.
Authorize Ferrule to access your account. No passwords saved — your existing account handles authorization.
3
Done.
Your AI assistant now has access to your connected tools. Ask it anything.
Included in Starter ($49/mo) and Pro ($149/mo).
No add-on fees. No per-use charges. One flat monthly rate for your entire firm.