What you said you’d do in QuickBooks. Captured and done.
Reliably captures every approval and finance follow-up made in QuickBooks. Then brings the work back for your approval.
30-second setup · OAuth · SOC 2
What commitments does readywhen catch in QuickBooks?
Every approval, exception, and finance follow-up in QuickBooks — captured and actioned for you.
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In an invoice note. "I'll approve Friday." readywhen drafts the approval.
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In a bill. "I'll address the exception." Surfaces the exception.
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In an account. "Owner: finance." Logs the handoff.
How VPs and C-levels use readywhen with QuickBooks
The kinds of leadership commitments readywhen picks up in QuickBooks — and exactly what it does about them.
| Where it happens | What you said | What readywhen does |
|---|---|---|
| Invoice approval | "I'll approve Friday." | Drafts the approval. |
| Bill exception | "I'll address." | Surfaces the exception. |
| Month-end close | "I'll publish close Thursday." | Drafts the close summary. |
| Audit response | "I'll deliver evidence." | Drafts the evidence. |
| Board metrics | "I'll share P&L." | Drafts the P&L summary. |
How to connect QuickBooks to readywhen
Thirty seconds. OAuth. No new tool to learn — readywhen sits on top of QuickBooks.
- Click "Connect QuickBooks" in your readywhen workspace.
- Approve OAuth or use a read-only API key.
- Choose which entities or accounts readywhen should follow.
Is the QuickBooks connector secure?
Yes. SOC 2 Type II and ISO 27001 certified. GDPR-compliant. readywhen never trains on your data.
- Only sees what you already see. readywhen inherits your QuickBooks permissions. If someone can’t access something in QuickBooks, neither can readywhen.
- Access only where installed. readywhen only reads the QuickBooks entities or accounts you grant it access to. It is read-only by default.
- Never trains on your data. Your QuickBooks data is never used to train, fine-tune, or improve any AI model — ours or any third party’s.
- Enterprise security standards. SOC 2 Type II and ISO 27001 certified. Encrypted in transit and at rest. GDPR-compliant with a Data Processing Agreement available on request.
- You stay in control. Admins choose what readywhen can access, and can audit or disable it at any time. Uninstall the QuickBooks integration or revoke access in readywhen, and we stop accessing your data.
Commonly used with QuickBooks and readywhen
Work rarely stays in just QuickBooks. readywhen picks up your commitments no matter where they happen.
QuickBooks connector FAQ
1. Will readywhen approve transactions or invoices?
No. It surfaces what needs approval and drafts the reply. The actual approval stays in QuickBooks with you.
2. Can I limit it to certain entities?
Yes. readywhen only follows the entities, accounts, or wallets you choose.
3. Will readywhen post or send anything in QuickBooks on my behalf?
Not without your approval. readywhen reads to understand context and prepares drafts. Anything that goes out is reviewed by you first.
4. Does readywhen train AI models on our QuickBooks data?
No. Your QuickBooks data is never used to train, fine-tune, or improve any AI model — ours or any third party's.
5. Can I disconnect QuickBooks at any time?
Yes. Uninstall the integration or revoke access in readywhen, and we stop accessing your data immediately.
6. How long does setup take?
30 seconds for personal install. If your workspace requires admin approval, it depends on how long your admin takes to approve it.