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
Finance use cases
QuickBooks holds authoritative accounting data; Ilka shapes it into stakeholder-ready Excel layouts your team reuses every close cycle.
- AR aging from open invoices
- Client billing rollup for agencies
- Monthly close supplement tabs
Workflows by use case
FAQ
Which QuickBooks entities can Ilka query?
Invoices, Payments, Purchases, Bills, and Deposits with read-only OAuth scope.
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