CHAT & CONNECTIONS
Ask about a bill, understand an entry and get work ready for review. Start in BooksAI, with more ways to connect as channels become available.
Company context · preparation · review
QuickBooks OnlineConnection availability varies. Planned channels are not live.
CHOOSE YOUR WAY IN
Each connection has its own setup and availability. Your accounting company and posting controls remain central.
Work where the context already lives. Ask questions about your books, inspect a bill and refine prepared work alongside its source.
Available in BooksAIKeep a conversation moving when you are away from your desk. Link your account through BooksAI’s Telegram setup when pilot access is enabled.
Private pilotOur planned Slack connection will bring accounting conversations closer to the place your team already works. Tell us how your team would use it.
Planned · not liveA QUESTION WITH ACCOUNTING CONTEXT
A useful answer connects the source, the proposed account and the effect on your books.
Keep the question attached to the bill you are reviewing.
Check the proposed account, amount and company context.
Correct, approve or hold the work using the permissions in your workspace.
CONNECT WITH INTENT
Confirm the user, company and intended audience before sharing accounting information in any connected channel.
Connect through the authorized setup in BooksAI. Never paste AI keys, passwords or payment credentials into Telegram or Slack messages.
Review access when people change roles. Use the available connection settings and contact us if you need help removing access.
Messaging providers process information under their own terms. A connection is not a promise that every web workflow is available in that channel. Read connection limitations
BOOKSAI · BY SUMPULSE SOFTWARE INC.