AccountingOne-click connect
Crevio already knows what you sold and who booked time with you. With QuickBooks connected, the agent records those sales, invoices your clients, and tells you which invoices are overdue, so the books stop lagging a month behind the business.
CrevioDone in QuickBooks
QuickBooksQuickBooks invoice
1087
Dana Whitfield · Whitfield Ceramics
Ask the way you would ask an assistant. Crevio does the lookups, the writing, and the clicking.
You say
Put every paid order from last week into QuickBooks as a sales receipt.
Crevio reads last week's orders and prepares one sales receipt per order with the customer, product, and amount. You approve the batch and QuickBooks is up to date.
You say
Invoice Dana for the three strategy calls she had with me in September.
Crevio finds Dana's bookings, builds a QuickBooks invoice with a line per session, and sends it once you say go.
You say
Which QuickBooks invoices are past due? Draft a polite reminder for each client.
A list of overdue invoices with the client, amount, and days late, plus a reminder email drafted for each one in your Crevio inbox.
You say
How did September look? Where did the money go?
Crevio pulls your profit and loss detail and cash flow from QuickBooks and explains the month in plain language, with your biggest costs called out.
You say
Log $89 for the Canva yearly plan as a software expense, paid by card.
Crevio records the purchase in QuickBooks under the right account after you confirm it.
You say
Send Northwind Yoga an estimate for a two-day workshop at $1,400.
Crevio creates the estimate in QuickBooks and emails it to the client from QuickBooks, ready to turn into an invoice later.
Any job can become a task that runs on a schedule or the moment something happens.
Trigger
A customer pays for an order
Prepare a matching sales receipt in QuickBooks and hold it for your OK, or record it straight away if you allow it.
Schedule
Every Monday at 9:00
List past-due QuickBooks invoices with how late each one is and a suggested reminder.
Schedule
On the 1st of every month at 8:00
Send you a short summary of last month's profit and loss and cash flow, with anything unusual flagged.
QuickBooks does more when Crevio can reach your other tools too.
QuickBooks + StripeCheck your Stripe revenue for the month against the sales recorded in QuickBooks before you close it.
QuickBooks + GmailSend past-due reminders from your own inbox, with the QuickBooks invoice details filled in.
QuickBooks + Google SheetsKeep a simple expense log in a sheet and have Crevio record each new line in QuickBooks.
QuickBooks + SlackGet a Monday Slack message with who owes you money and how much.Reading runs on its own. Anything that changes data in QuickBooks asks for your approval first, unless you tell Crevio it doesn't need to.
For most small online businesses, bookkeeping is the chore that slips. Sales happen in one place, coaching sessions are booked in another, and QuickBooks gets updated in a rush at the end of the month, or the quarter.
Crevio sits in the middle of that. It already has your orders, customers, and bookings. Connected to QuickBooks, it can turn a week of sales into sales receipts, turn three booked sessions into one invoice, and log the software subscription you just paid for. You say what you want recorded, check what Crevio prepared, and approve it.
The other half is reading the books back. Instead of opening reports and decoding them, ask. "Who owes me money?" gives you past-due invoices with amounts and days late. "How did last month go?" pulls your profit and loss detail and cash flow and explains them in a few sentences. A Monday summary of overdue invoices is often the single most useful automation for coaches and service businesses.
Crevio works with QuickBooks Online. It can create sales receipts, invoices, estimates, purchases, and bills, but it doesn't reconcile bank accounts, and it has no way to record a refund as a credit memo, so refunds on your store still need a manual entry. Every change to your books waits for your approval unless you decide otherwise.
Sign in to QuickBooks from Crevio. It takes a few seconds and you can disconnect any time.
Describe the job in plain language. Crevio works out which steps it takes and shows you what it did.
Turn anything you asked for once into a task that repeats on a schedule or runs when something happens.
Start with this prompt or write your own. Free to start, no credit card.