Integration
Scheduled Excel reports from QuickBooks
For finance teams and agencies that need packaged Excel deliverables from live accounting data — without manual exports.
Why teams use this
QuickBooks holds the books, but clients and boards still want Excel. Monthly copy-paste from reports does not scale.
How Ilka connects
OAuth to QuickBooks Online with read-only accounting scope. Pick an entity, apply your improve prompt, schedule delivery.
- Invoice, Payment, Purchase, Bill, or Deposit queries
- Encrypted refresh token storage
- Email, webhook, or recipient portal delivery
Best-fit workflows
Agency client billing summaries, SMB monthly close supplements, and accounts-receivable rollups.
- Client AR aging from Invoices
- Cash activity from Payments
- Agency multi-client reporting
Related: Monthly close use case · Ilka vs Copilot