Integration
Every lead becomes a QuickBooks customer — automatically
When Aetrai's AI books a caller, the lead can flow straight into QuickBooks as a customer record via Zapier. By the time you finish the job, the invoice is one click — no retyping names and numbers at 9pm.
Month-to-month. No contracts. Setup in days, not months.
How it works
- The AI captures the lead's name, phone, and what they need
- Zapier creates or updates the customer in QuickBooks automatically
- When the job is done, you invoice an existing customer instead of typing a new one
Why owners love this one
Bookkeeping is the chore that piles up. Feeding QuickBooks at the moment of first contact means your books build themselves in the background — and nothing about how you invoice or run payroll changes.
Questions, answered
Does Aetrai replace QuickBooks?
No — QuickBooks stays your accounting system. Aetrai feeds it new customers so there's less manual entry.
QuickBooks Online or Desktop?
QuickBooks Online connects directly through Zapier. Desktop setups vary — we'll check yours during onboarding.
What details come across?
Name, phone, email when captured, and the AI's summary of what they asked for — attached as customer notes where supported.
Stop retyping customers into QuickBooks.
Call our AI right now — it's the actual agent that would answer your phone.
Month-to-month. No contracts. Setup in days, not months.