Sends the invoice when the job closes
Built from your QuickBooks items and customers, with your payment link, the same day.
AI employee 06 of 06 · inside QuickBooks Online
BOOKS works inside QuickBooks.
The invoice goes out the day the job closes. Reminders on day seven, fourteen and twenty-one, in your words. Payments matched, a cash sheet every Monday, and nothing ever sent to collections.
$297a month · month to month · no setup fee
Open invoices$4,120 owed · $1,560 late
#1042 · J. Whitfield$285Paid · matched
#1038 · K. Alvarez$62014 days · reminder 2 sent
#1051 · M. Ortega$285Sent today · job closed
#1029 · Desert Ridge HOA$94021 days · handed to you
Monday sheet: $2,760 came in last week · 2 late · 0 disputes
What BOOKS does inside QuickBooks Online
Six things, all of them in the tool you already open every day.
Reminds late payers politely
Day seven, fourteen and twenty-one, in your tone. Never a threat, never a surprise fee.
Matches payments and marks them paid
Card, bank and check payments reconciled against the open invoice.
A cash sheet every Monday
What is owed, what is late, what came in last week. One page.
Flags disputes to you
A customer who questions a charge gets a human, not a reminder.
Stops when you say stop
Pause reminders for one customer or all of them in one message.
The job closed on the 3rd. The invoice went out on the 19th, because that was the first evening you sat down at the laptop.
Then it sat unpaid for a month, because reminding people is the part everybody hates.
BOOKS sends it the day the job closes, reminds politely on a schedule you set, and hands you one sheet on Monday.
Hiring BOOKS is five steps.
The same five whether it is the phone line or the books. Tap a step, or scroll.
- One conversation
What is stuck, what it costs you now, and what done would look like. About twenty minutes, by phone or email. You hear the price in writing before anything starts.
- Authorised on your QuickBooks company file
QuickBooks Online's own app connection. Your accountant sees everything exactly where they expect it.
- Trained on your business
Your prices, hours, service area and the way you say things. BOOKS quotes from your list and nothing else; a price that is not on it cannot go out.
- You read every word first
Three reminders, read by you before the first one is ever sent.
- Live, and still answered
Changes are same-day at no charge. Cancel at the end of any month and you keep every script and transcript. The number on this page rings the person who built BOOKS.
A week with BOOKS, as you would see it.
Three messages you would actually get. Fictional customers, real behaviour.
BOOKS · todayJob #1051 marked complete at 3:10. Invoice sent to M. Ortega at 3:12 with your payment link.
BOOKS
inside QuickBooks Online
- Second reminder to K. Alvarez for #1038, in your wording. One more on day 21, then it is yours.
- Good. Anything else?
- Nothing that needs you. Monday report at 7.
BOOKS · Monday 7:00 AMCash sheet: $2,760 came in last week, 2 invoices late, 0 disputes. One page, in your inbox.
Your account. Your rules.
Authorised on your QuickBooks company file
QuickBooks Online's own app connection. Your accountant sees everything exactly where they expect it.
Works with your existing customers and items
No second system, no re-entering anything.
You write the reminder wording, or approve mine
Three reminders, read by you before the first one is ever sent.
Price · that is the whole price
$297a month, month to month
No setup fee, no per-call or per-message charges. Anything paid to QuickBooks Online on your behalf is your own subscription, at their price, not marked up. Cancel at the end of any month you have paid for and you keep every script, transcript and document.
Asked before hiring BOOKS
Does BOOKS take the payment?
No. It sends the link to the payment processor you already use through QuickBooks. It never sees a card number.
Will it ever threaten anyone or mention collections?
Never. Three polite reminders in your wording, then it hands the account to you.
Can my accountant still see everything?
Yes. It works inside your QuickBooks company file, so nothing moves anywhere else.
BOOKS is one of six.
One employee for each app you already run. Hire one, or the whole staff.
RINGWorks inside your phone line. $497 a month.See RING →DISPATCHWorks inside Jobber, Housecall Pro or ServiceTitan. $497 a month.See DISPATCH →INBOXWorks inside Google Workspace. $397 a month.See INBOX →THREADWorks inside Slack. $347 a month.See THREAD →HUDDLEWorks inside Microsoft Teams. $347 a month.See HUDDLE →The full staffAll six, one invoice, one Monday report. $1,797 a month.See all six →
Slack, Microsoft Teams, Google Workspace, Gmail, Jobber, Housecall Pro, ServiceTitan, QuickBooks, RingCentral, Nextiva and Zoom are trademarks of their respective owners. GreenAI Solutions builds on their published APIs and is not affiliated with or endorsed by any of them.