A multi-store retailer hands over a stack of monthly documents — store-wise cash & card sales, GRN logs, paysheets, bank statements, petty cash and the Oman intercompany file. A crew of AI agents reads them, posts every journal into QuickBooks through the live MCP API, reconciles the bank, handles the intercompany loan, categorises every expense and closes the month — then hands back the P&L, Balance Sheet and store-wise profitability.
This is the whole pipeline. Documents arrive on the left; the agent crew does the bookkeeping in the middle; QuickBooks holds the posted, reconciled ledger; reports come out the right. Tap any tab above to go deeper.
qbo_sales_create_invoice, qbo_accounting_get_balance_sheet, profit_loss_quickbooks_account and nine more. The figures in the live demo use a representative multi-store sandbox dataset; re-authorise QuickBooks and the same crew runs against your own books.Mapped one-to-one to the client's written QuickBooks workflow. Each stage is owned by an agent, posts a specific journal, and ends with a reconciliation check before the next stage starts.
Reads the month's documents from Gmail/Drive — cash & card sales reports, GRN logs, supplier bills, paysheet, bank statement, cheque register, TT details, petty cash and the Oman statement — and tags each to the right workflow.
Intake agentGenerates branch-wise invoices for cash and card sales so store performance is reportable. Cash → clearing; card → bank/clearing.
Sales agentEvery GRN log is entered as a Bill — Dr Inventory Asset / Cr Accounts Payable — accumulating in inventory until sold.
Purchase agentSingle-inventory-item method: average purchase & selling price per unit from branch stock reports, so inventory, COGS and gross profit agree with management reports.
COGS agentPosts the monthly paysheet as a liability — Dr Staff Salary Expense / Cr Salary Payable — cleared next month on payment.
Payroll agentCheque register vs bank statement, TT verification, credit-card commission & VAT, then a full monthly bank reconciliation across all accounts.
Banking agentPayments and expenses made on behalf of Oman are routed to the Oman Loan Account — Dr Oman Loan / Cr Bank or Expense.
Intercompany agentHead-office & store petty cash and utility/expense bills mapped to the approved Chart of Accounts (direct, operating, staff, transport, utility, VAT).
Expense agentVerifies inventory, sales, payroll, AP and the Oman loan; completes reconciliations; produces the deliverable pack.
Review agentThe crew runs the close on a schedule, pauses for one human approval before posting, and files the reports. You review, not re-key.
▶ Watch a runStraight from the workflow document — tap a row to see the double-entry and the exact QuickBooks MCP tool the agent calls.
A faithful replay of the crew running a monthly close — each line is a real step against the QuickBooks MCP API, with the tool name and result shown. Representative multi-store sandbox dataset.
A hierarchical crew: a General-Manager orchestrator routes the month's documents to specialist agents, each holding a scoped set of live Intuit QuickBooks MCP tools. Nothing posts without passing the reconciliation gate.
| Agent | Owns (workflow §) | Posts | Live QuickBooks MCP tool |
|---|---|---|---|
| Orchestrator / GM | Routing & close control | — | company_info |
| Intake & classify | §1 Monthly info | Document index | quickbooks_transaction_import |
| Sales | §2C Sales | Branch invoices | qbo_sales_create_invoice · qbo_contact_create_customer |
| Purchases & inventory | §2B GRN | Supplier bills | qbo_catalog_create_product · quickbooks_transaction_import |
| COGS | §2D Avg cost | COGS journal | qbo_accounting_get_product_service_list |
| Payroll | §2A Payroll | Salary journal | qbo_payroll_get_payslips · qbo_payroll_get_employees |
| Banking & reconciliation | §2E · §2I · §3 | Cheque, CC fee, bank rec | qbo_accounting_get_ap_aging_summary |
| Intercompany (Oman) | §2G · §2H | Oman loan journal | quickbooks_transaction_import |
| Expense categoriser | §2F · §4 COA | Petty-cash & bills | quickbooks_transaction_import |
| Month-end review | §5 Review · §6 | Report pack | profit_loss_quickbooks_account · qbo_accounting_get_balance_sheet · qbo_accounting_get_ar_aging_summary |
The GM orchestrator owns the close calendar, fans work to specialists, and blocks the posting batch until reconciliation passes.
All drafted entries land in a review queue; one human approval commits the batch. Full audit trail of every tool call.
Posting, reading reports and reconciliation all go through Intuit's official QuickBooks MCP server — the same tools listed above.
Pulled live from QuickBooks once the crew finishes — financial statements, management reports and reconciliations. Figures below are the representative sandbox close (AED).
Bring your QuickBooks and one month of documents. We wire the crew, run a supervised close, and hand you the audit trail.
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