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Connect Gmail + QuickBooks with AI
Invoices arrive by email but need to live in QuickBooks. Pokee connects Gmail and QuickBooks so invoice data flows automatically, payments get confirmed, and overdue accounts get followed up.
What You Can Automate Between Gmail + QuickBooks
- 1
Extract invoice data from emails
Time saved: 15 min/invoicePokee reads invoice attachments, extracts structured data, and creates QuickBooks entries automatically.
Prompt“When I receive an email with an invoice PDF, extract vendor, amount, due date, and invoice number. Create a bill in QuickBooks.”
- 2
Email payment confirmations
Time saved: 5 min/paymentPokee detects payments and sends professional confirmation emails with account details.
Prompt“When a QuickBooks invoice is marked as paid, email the customer a thank-you with their receipt and next billing date.”
- 3
Overdue invoice follow-ups
Time saved: 20 min/weekPokee identifies overdue accounts and handles collections outreach diplomatically.
Prompt“Every Wednesday, check QuickBooks for invoices overdue 7+ days. Send a polite reminder email to each customer with the amount and original due date.”
- 4
Monthly financial summary via email
Time saved: 30 min/monthPokee compiles monthly financials and delivers a P&L snapshot to stakeholders.
Prompt“On the 1st of each month, pull last month's revenue, expenses, and profit from QuickBooks. Email the summary to the finance team.”
How It Works
- 1
Connect both tools
Head to pokee.ai/authorizations and link Gmail and QuickBooks with one-click OAuth. No API keys needed.
- 2
Describe your workflow
Tell Pokee what should happen between Gmail and QuickBooks in plain English. One sentence is enough.
- 3
Pokee executes
Your workflow runs automatically with intelligent error handling. When APIs change or rate limits hit, Pokee adapts.
Why Pokee vs Zapier for Gmail + QuickBooks
| Feature | Zapier | Pokee AI |
|---|---|---|
| Setup | Configure trigger, filter, action manually | Describe in one sentence |
| Multi-step workflows | Extra cost per step ($20+/mo) | Unlimited steps included |
| Error handling | Static retry, breaks silently | AI-powered recovery and adaptation |
| Changes | Rebuild workflow from scratch | Update your plain English description |
| Intelligence | None (data pass-through only) | Context-aware routing and decisions |
| Price | $20-600/mo per workflow | From $19.99/mo for all workflows |
FAQ
- Can Pokee do things between Gmail and QuickBooks that Zapier can't?
- Yes. Pokee handles complex conditional logic, multi-step processes, and context-dependent decisions between Gmail and QuickBooks that would require premium Zapier features. All included at base price.
- How fast do workflows run between Gmail and QuickBooks?
- Most workflows execute within seconds of the triggering event. Unlike Zapier's polling intervals (5-15 minutes on lower tiers), Pokee uses real-time event detection where available.
- Can I combine Gmail + QuickBooks with other tools?
- Yes. Pokee connects to 90+ tools simultaneously. A single instruction can span multiple tools without extra cost.
- Is my data secure between these tools?
- SOC 2 Type I certified with Type II in progress. All data encrypted in transit and at rest. OAuth tokens revocable anytime.
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