ChatQuickbooks says hi

Do accounting through chat

Try:

How it works

See it in action

A few examples of the countless things you can do through chat.

Create an Invoice

Interactive Demo

User says:

Create an invoice for $1.5K in catering for Ecker

3:49 PM
Draft Invoice - Ecker Designs
Issue Date: 2025-09-09
Assistant says:

Draft invoice for $1,500 created for Ecker Designs (see side panel). Need edits before finalizing?

3:50 PM
User says:

Let's add a fee for 2 extra hours at $350 each

3:52 PM
Draft Invoice - Ecker Designs
Issue Date: 2025-09-09
Assistant says:

Updated draft: $1,500 catering + $700 extra hours + $286 HST = $2,486 total. Approve or edit?

3:52 PM
User says:

Approved!

3:52 PM

Created invoice

Ecker Designs•$2486.00•2025-09-09
Assistant says:

Invoice finalized for Ecker Designs. Total $2,486 (incl. HST). Send, download, or take another action?

3:53 PM
What it looks like

Interactive Demo

User says:

Let's see my earnings report for last quarter vs the prior.

2:48 PM
Profit and Loss
2025-04-01 to 2025-06-30
Assistant says:

Showing your last-quarter vs prior P&L in the side panel. Want a quick summary or insights?

2:50 PM
User says:

Do you know why profit went way down?

2:50 PM
Assistant says:

Profit fell by $21,624.69 vs prior quarter.

What changed:

  • Income +$4,848: Sales of Product Income +$15,150, but Sales and Markup declined.
  • COGS +$21,401: driven by Cost of Sales – billable expenses (+$13,718).
  • Operating expenses +$5,071: higher subcontracted services and professional fees.

Net: costs outweighed revenue. Want a category variance breakdown?

2:50 PM
User says:

Yeah, give me some advice on what to do

2:51 PM
Assistant says:

Suggestions:

  1. Audit billable expenses/COGS spikes; ensure items were invoiced/collected.
  2. Review subcontracted services/professional fees; cut or renegotiate if non‑essential.
  3. Check product margins; confirm COGS aligns with revenue.
  4. Set budgets/alerts to watch overhead.
  5. I can break down variances by category or build a margin analysis—what's most helpful?
2:51 PM
Manage Bills

Interactive Demo

User says:

Can I see my current bills?

3:30 PM
Bills
Custom Period
Assistant says:

Your unpaid bills are in the side panel. Need details or record a payment?

3:30 PM
User says:

Help me prioritize paying these

3:41 PM
Assistant says:

Prioritize overdue/soonest‑due. If cash is tight, clear smaller critical amounts first.

VendorDue DateAmountNotes
Brijesh Jain2023-05-31$273.57Overdue (partial bal.)
Cass Hayden2025-04-07$880.89Overdue
Brijesh Jain2025-04-07$880.89Overdue
Kristina Gibson2025-05-15$508.51Overdue
Jennifer Hargreaves2025-05-15$226.00Overdue
D3 Custom Cabinets2025-08-22$48.72Due soonest (smallest)

Want me to queue payments for the top items?

3:41 PM
User says:

Yes, just sent an etransfer from the chequing account for both of Brijesh's bills.

3:44 PM

Recorded bill payment

Brijesh Jain•$273.57•2025-09-09

Recorded bill payment

Brijesh Jain•$880.89•2025-09-09
Assistant says:

Recorded two payments to Brijesh Jain from Chequing: $273.57 and $880.89. Continue or view updated balances?

3:44 PM

More than just chat

Clearsum is a system of connected AI tools that get accounting done.

Stay on top of deadlines

With an intelligent task manager that understands your business.

ClearSum Task Manager (Mobile)
Screenshot

Bills recorded faster

With AI that learns your preferences and automates the tedious parts.

STARBUCKS
Store #1234 - Downtown
123 Main St, City, ST
Grande Pike Place$2.95
Blueberry Muffin$3.25
Extra Shot$0.75
Total$6.95
Card ****1234$6.95

Gain accounting superpowers,
with clearsum

Limited spots available.
Join now to secure early access.