The AP Exception Agent reads vendor invoices from a connected Gmail account and bills from a connected QuickBooks company, then reports invoices that are missing, duplicated or ambiguous. Provider access is read-only; the only output is an approved Excel exception report. In the public demo the run uses sample data and no provider is contacted.
Steps
- Connect Gmail and QuickBooks (an organization admin authorises each provider).
- Start a run for a date range.
- Review the exceptions and approve the report.
- Download the verified Excel report.
What you get
A checked list of invoices that need attention in QuickBooks.
Who can do this
Owners and admins connect providers; owners, admins, accountants and bookkeepers can run the agent; everyone can view results.
If something goes wrong
- A connection fails.
- Reconnect from the Integrations page. The provider must approve the app; see the handover notes for QuickBooks and Google requirements.