QuickBooks + Cash Recovery Engine
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?
Cross-source questions you can ask
Each prompt below pulls live data from QuickBooks and returns a cited answer with source links back to the exact records.
How Cash Recovery Engine runs across QuickBooks
The skill walks through a sequence of concrete sub-questions and reconciles the answers from every connected source.
- 01Which invoices in QuickBooks are aged over 30, 60, and 90 days?
- 02What collection emails have already been sent to each delinquent customer per Email history?
- 03What is the right next escalation step per aging bucket?
- 04Which clients have repeatedly paid late and warrant a relationship conversation?
- 05What total dollars sit in each aging bucket and what is recoverable this month?
What CorpusIQ can and cannot do with your QuickBooks account
The OAuth connection is read-only. Exact scope is enumerated below so there are no surprises after authorization.
- ✓Customers, vendors, and employees
- ✓Invoices, estimates, and payments
- ✓Expenses, bills, and vendor credits
- ✓Accounts receivable and accounts payable aging
- ✓Profit and loss, balance sheet, and cash flow reports
- ✗Modify, create, move, or delete records in your account
- ✗Retain or cache your data after the query returns
- ✗Train AI models on your content
- ✗Share data with third parties outside the LLM vendor processing the query
- ✗Write back to any connected tool
- ✗Retain query results beyond the answer
Read the full security controls and pricing.
Why use CorpusIQ for this
- ✓Read-only OAuth on every connector. CorpusIQ never writes back.
- ✓24+ connectors supported. Add more sources without changing the skill.
- ✓Works with ChatGPT, Claude, and Perplexity on the same subscription.
- ✓DEKRA CASA Tier 2 certified, hosted on Microsoft Azure.
Frequently asked questions
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.