CorpusIQ pairs QuickBooks with the Cash Recovery Engine skill so the AR work stops being a reporting exercise and starts being a collection plan. Ask one question, get a ranked list of overdue invoices with the customer history, the right next message, and the dollar amount at stake. Read-only OAuth, zero data stored. The Solo plan starts at $29.95 per month and the same subscription works in ChatGPT, Claude, and Perplexity.
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Example prompt
Which overdue invoices should I chase this week, ranked by likelihood to collect?
Each prompt below pulls live data from QuickBooks and returns a cited answer with source links back to the exact records.
The skill walks through a sequence of concrete sub-questions and reconciles the answers from every connected source.
The OAuth connection is read-only. Exact scope is enumerated below so there are no surprises after authorization.
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No. The skill drafts the right message and surfaces the invoices, but sending stays in your hands. The OAuth scope on QuickBooks is read-only by design.
It weighs the dollar amount, days overdue, and the customer's historical payment behavior pulled from QuickBooks. Big invoices to slow but reliable payers rank above small invoices to first-time late payers.
Yes. Run the skill in ChatGPT, Claude, or Perplexity, copy the drafted message, paste into Gmail or Outlook. If you also connect Gmail, the skill can pull the prior thread context too.
The skill surfaces dispute history and recent customer messages so you do not nudge an invoice that is already in dispute. You decide whether to nudge or escalate.
