Work with the product data you already maintain
Connect the relevant accounting account or book and sync products. Add helpful product descriptions for AI-assisted enquiries instead of maintaining an unrelated product list.
Turn an enquiry into a document workflow
Supported accounting nodes can fetch products and create quotations, sales orders, or invoices. Connect the returned data or PDF links to the next step of the customer process.
Keep setup deliberate
Manage the required credentials and select the right accounting account. SQL product tools can also connect to Google Sheets for linked item information.
How it comes together.
- 1Connect the accounting account
- 2Sync product context
- 3Build the document workflow
Setup & availability
Available actions depend on the accounting provider and configured credentials. This is an integration with your accounting software.
Detailed setup instructions