Live · QuickBooks MCP Integration
Run QuickBooks — by voice.
Your Outfitter agents read and write to QuickBooks over the official MCP connection. Send invoices, chase AR aging, categorize expenses, surface margin leaks — just tell the agent what you want done. No more reconciling spreadsheets at 9pm.
Everything included on day one
Front Desk Agent
Revenue Agent
Marketing Agent
Operations Agent
HR Agent
Accounting Agent
Executive Agent
Voice AI (inbound & outbound)
SMS + Email + Chat
Play Library (1,300+ plays)
Mobile web app
Why teams add Outfitter on top of QuickBooks
QuickBooks holds your books. Outfitter makes them act.
The agents are pre-trained for them. Day one, they know what to look for and what to do about it.
01
Invoices that sit unsent.
Job's done. Tech marked it complete in the field. Nobody pulled the trigger to send the invoice. You lose days of cash flow every week to this exact gap.
02
AR aging you don't chase.
Four invoices over 30 days. You meant to call. The week got away. Outfitter sees aging the moment it tips over and queues the call — same day, every day.
03
Margin leaks you can't feel.
Refrigerant cost up 11% this quarter. You'd notice eventually. Outfitter notices on the second invoice and flags it before it shows up in your P&L.
Plays that run on top of QuickBooks
Pre-built workflows — that act inside your QuickBooks account.
Plays are how the agents do work end-to-end. Below are six plays that read and write to your QuickBooks data via the official MCP connection. The full Playbook has 60+ for your trade.
QBO-001
The AR Aging Sweep
Every morning, pulls AR aging detail. Flags every invoice > 30 days, ranks by balance, dispatches a personalized email + voice call. Records payments back to QBO in real time.
2 MCPsQBO-P01
Same-day Invoice Push
Tech marks a job complete in the field. Outfitter pulls the job sheet, matches line items against your QBO price book, drafts and sends the invoice — same day, before the customer leaves the driveway.
3 MCPsQBO-011
Daily Categorization Run
Every morning, sweeps uncategorized expenses. Categorizes routine ones into the right account, flags edge cases to the bookkeeper. Cuts month-end cleanup to nothing.
QBO-031
Margin Leak Monitor
Weekly P&L analysis. Compares expense categories vs revenue trend. Flags any category trending up faster than top-line — and pings you in Slack with the receipt.
2 MCPsQBO-022
Monthly Close Brief
First of every month. Pulls P&L, balance sheet, AR/AP. Compares to budget and trailing 6 months. Drafts a one-page executive brief and emails it to the owner before coffee.
2 MCPsQBO-021
Cash Flow Watch
Projects 30-day cash flow from open AR, scheduled AP, and recurring payroll. Alerts the owner if projected balance drops below threshold so payroll never gets squeezed.
Benchmarked against operators like you
See exactly where the gaps are — and what they're costing you.
Every metric compared against operators your size running QuickBooks. Not generic industry averages. Your actual peers, on the same software.
Sample QuickBooks Operator Benchmark
You
Avg
Top 25%
Net Margin
16%14%21%
Close Rate
44%51%69%
Avg Ticket
$312$298$391
Callback Rate
7.2%5.5%3.0%
Review Score
4.34.14.7
Revenue / Tech
$21k$24k$32k
Sample benchmark · QuickBooks operators · 1–8 technicians · n = 168 businesses
Already on Jobber, ServiceTitan, QuickBooks?
Keep your stack. The agents work on top.
You already have QuickBooks. We don't ask you to switch. Outfitter agents read and write through the official QuickBooks MCP connection — no migration, no double entry.
Google Calendar
Gmail
Don't switch your software. Add the brain that runs it.
Every QuickBooks action your agents have
The full surface — 15 actions, day one.
These are the atomic actions your Outfitter agents can take inside your QuickBooks account, the moment you connect. Plays string these together to do real work end-to-end.
Customers
4 actions
list_qbo_customersPull recent or filtered customer records from QuickBooks — by activity, balance, or tag.
QBO-001 · AR Aging SweepLists every customer with an open balance > 30 days, sorts by amount, queues the follow-up call.
lookup_qbo_customerFind a specific customer by name, phone, email, or company.
QBO-002 · Inbound LookupCaller dials in — agent looks up the customer in QBO, sees a $4,200 unpaid invoice, addresses it on the call.
create_qbo_customerAdd a new customer with contact info, billing address, and payment terms.
QBO-005 · New Job IntakeFront Desk creates the customer in QBO at the moment of intake so the invoice is one click later.
update_qbo_customerEdit billing details, payment terms, contact info on an existing customer.
QBO-008 · Net-Terms UpdateCustomer requests Net-30; agent updates the payment terms before the next invoice goes out.
Invoices & Payments
4 actions
list_qbo_invoicesPull invoices — sent, paid, overdue — with balances and dates.
QBO-001 · AR Aging SweepEvery morning, surfaces invoices > 30 days, ranks by balance, hands the follow-up queue to the Revenue Agent.
create_qbo_invoiceGenerate an invoice from line items, tax, customer reference, and terms.
QBO-P01 · Same-day Invoice PushTech marks a job complete; Operations drafts the invoice from the job sheet within minutes.
send_qbo_invoiceSend the invoice from your QuickBooks account by email — with a pay-link.
QBO-P01 · Same-day Invoice PushSends the invoice the same day the work is done — before the customer leaves the driveway for the next thing.
record_qbo_paymentLog a payment received against an invoice — partial or full.
QBO-001 · AR Aging SweepCustomer pays by phone; Front Desk records the payment, closes the invoice, sends a receipt.
Expenses
3 actions
list_qbo_expensesPull expense transactions by date range, category, vendor, or job.
QBO-031 · Margin Leak MonitorPulls 90-day expenses by category, compares to revenue, flags any category trending up faster than top-line.
create_qbo_expenseLog a new expense with vendor, category, amount, and job reference.
QBO-014 · Tech Receipt CaptureTech texts a receipt photo; Operations parses it, categorizes it, attaches it to the job in QBO.
categorize_qbo_expenseMove uncategorized expenses into the right account using your chart of accounts.
QBO-011 · Categorization RunDaily sweep — categorizes routine expenses, flags edge cases to the bookkeeper for review.
Reports
3 actions
get_qbo_plPull Profit & Loss for any date range with line-level detail.
QBO-022 · Monthly Close BriefPulls last-month P&L, compares to budget, drafts an executive summary the owner reads with coffee on the first.
get_qbo_ar_agingPull AR aging detail — every open invoice bucketed by age.
QBO-001 · AR Aging SweepFoundation of the daily follow-up queue — every >30-day invoice gets a call or email same day.
get_qbo_balance_sheetPull balance sheet snapshot — assets, liabilities, equity.
QBO-022 · Monthly Close BriefTrends cash, AR, AP across last 6 months in the close brief so the owner spots squeezes early.
Items & Pricing
1 action
list_qbo_itemsPull every product or service item with its price, cost, and SKU.
QBO-P01 · Same-day Invoice PushWhen drafting the invoice, the agent matches the job-sheet line items against your QBO price book automatically.
More actions ship monthly. Outfitter's capability registry mirrors every QuickBooks MCP endpoint within 30 days of release.
Connected to QuickBooks on day one.
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