integration pair

Connect QuickBooks and Slack for your business

QuickBooks and Slack each hold numbers the other never sees. askotter reads both and tells you, by text, what they mean together.

● QuickBooks · COMING SOON + ● Slack · COMING SOON
Book a Conversation → See how it works
the short answer

What do you get by connecting QuickBooks and Slack?

askotter reads QuickBooks and Slack side by side and puts both in one report for the business. The owner sees how activity in one leads to results in the other, gets an alert when a number moves and can ask questions by text.

From QuickBooks
Income and expense data, Accounts receivable/payable, Cash flow statements.
From Slack
Channel-based alert delivery, Routing by role, Interactive action buttons.
Status
QuickBooks and Slack are on the integration roadmap, so the matching described here starts when that connector ships.
Not for
Replacing QuickBooks or Slack. Both keep working exactly as they do now.
why connect them

Why connect QuickBooks and Slack

QuickBooks will sit beside your marketing spend, Stripe payments and daily numbers. It fits into our digital marketing services work.

matching the records

How QuickBooks and Slack records line up

QuickBooks and Slack share no customer or visit identifier. askotter puts them on one timeline instead, so a change in QuickBooks invoices can be read against what Slack recorded in the same hours.

QuickBooks and Slack are on the integration roadmap, so the matching described here starts when that connector ships.

What each tool sees on its ownShow less

QuickBooks on its own

QuickBooks sees what was billed and paid. It has no idea which marketing produced the customer.

Timing. QuickBooks shows revenue when invoices and sales receipts are entered, which can trail the sale in a busy month.

Access. The QuickBooks Online Accounting API with read-only OAuth access.

Slack on its own

Slack records what the team said about the business and when. Sales, traffic and spend live in other tools.

Timing. Slack timestamps every message, which makes it a record of when the team noticed and decided things.

Access. A Slack app installed to the channels you choose.

questions

Questions about QuickBooks + Slack

What can I learn by connecting QuickBooks and Slack?

askotter puts QuickBooks and Slack numbers in one report, so you can see where customers came from and why a number moved.

How does askotter connect QuickBooks and Slack?

Live connections use a standard sign-in, and other tools use a file export. No developer is needed.

Is my data secure when connecting QuickBooks and Slack?

askotter uses encrypted connections and role-based access, and you control who on your staff sees what.

QuickBooks + Slack is coming soon

Talk to us about your timeline, and we will confirm the launch date before you commit.

Self-managed is $99/mo and scales with the compute you use. Our team runs it from $600/mo.