# Accounting — Pencel.ai > A Program built on your QuickBooks Online connection: answers questions about your books from live data, and enters expenses only after you confirm each one. Canonical: https://pencel.ai/use-cases/accounting [Use cases](https://pencel.ai/use-cases) Accounting Custom Program — connect QuickBooks, set up in minutes # Accounting #accounting A Program you set up around your QuickBooks Online connection: ask it anything about the live books, see who owes you what, and log expenses it drafts — each one confirmed by you before it’s posted. Your teammate — you name it during setup **Ledger** answers from the live books; drafts entries for your approval Download Free [Connect QuickBooks](https://pencel.ai/download) Live Every answer read from QuickBooks at the moment you ask 1 tap From a photographed receipt to a coded, drafted expense Entries posted to your books without your confirmation See it happen ## What it looks like with this running. Month-end · 4:32 PM #accounting Room Results Knowledge You **You** 4:32 PM How did September land vs August, and who’s overdue? **Ledger** 4:32 PM Pulled from QuickBooks just now. September vs August Revenue +6.1%. Gross margin down 1.8 pts on higher subcontractor cost. Net income $14,200 vs $12,900. P&L Live from QuickBooks A/R aging — 3 overdue Harbor Dental $2,400 (34 days) · Pine St Bakery $860 (41 days) · Ortega Law $1,150 (63 days). A/R aging $4,410 overdue You **You** 4:34 PM Here’s the receipt for the new printer — code it to office equipment. **Ledger** 4:35 PM Drafted, not posted. Log expense · Office equipment · $489.00 Vendor: OfficeMax · 09/28 · paid from Operating checking. This is the one write QuickBooks allows — confirm and I’ll post it. Confirm & post Change account Message #accounting — “@” to point at a file or teammate What you just saw **Answers from the live books** Reports come straight from QuickBooks Online on your device — not from a stale export. **Chases what you’re owed** Aging is named account by account, oldest first. **Drafts the entry, you post it** Every expense is confirmed by you, per transaction. Nothing else is ever written. End to end ## The whole loop, start to finish. Every step below runs today. Nothing here is a mock-up of what is coming. - 1 Connect One-click QuickBooks sign-in, choose the company, set up a room around it. - 2 Ask “How did September land vs August, and who’s overdue?” — or a summary on the schedule you set. - 3 Answer Pulled live from QuickBooks on your device: P&L variance, aging by account, anything that moved. - 4 Draft Forward a receipt; it drafts the expense entry coded to the account you name. - 5 You confirm The one write it can make — posted only after you confirm, one transaction at a time. Capabilities ## Everything it does, named. One line each. No adjectives — every one is a specific thing you can go and watch it do. - Reads invoices, bills, customers, vendors, items, accounts, payments, estimates and purchase orders straight from QuickBooks Online through a local connector, with one-click Intuit sign-in and tokens that refresh themselves. - Pulls every core report on demand: Profit & Loss, Balance Sheet, Cash Flow, Trial Balance, General Ledger, A/R and A/P aging, customer sales, vendor expenses and balances. - Answers in plain language — “how did September land against August?” comes back as revenue, margin and net income deltas with the reason, and “who’s overdue?” as each account, amount and days outstanding, oldest first. - Turns a forwarded or dropped-in receipt into a drafted QuickBooks expense with the vendor, date, amount, payment account and the expense account you name. - Writes exactly one kind of record — an expense — and only after your explicit confirmation; it never creates, edits or deletes anything else in your books. - Posts a close summary on whatever cadence you set in the room, or stays quiet and answers only when asked. - Keeps your coding rules: “remember, SaaS subscriptions go to Software” becomes a standing rule for #accounting that every future draft follows. - Saves summaries and reports to Documents with the room and run that produced them, so month-end is one place to look instead of a search through exports. Inputs and outputs ## What it reads, and what you get back. What it connects to QuickBooks Online (one-click sign-in, read on your device) Receipts you forward or drop in Your standing rules What lands in your hands - Variance summaries in plain language - Aging by account, oldest first - Drafted expense entries, ready for your sign-off - Reports saved to Documents A week with it running ## Day one to steady state. What the first day looks like, what the quiet days look like, and when it comes to find you. - Day 1 Connect QuickBooks with one click and choose the company. Set up a room around it and name your teammate. - Month-end, or your schedule A close summary if you set one up: variance vs last month, aging, anything that moved. - Any time Ask: “How did September land vs August, and who’s overdue?” Answered from the live books. - When you confirm A drafted expense is posted to QuickBooks — the one write it can make, and only after you say so. Guardrails ## Where it stops for you. The line between what it does on its own and what it will never do without you, stated plainly. Waits for you Logging an expense. Each one is confirmed by you, per transaction, before it reaches QuickBooks. Never does Create, edit, or delete any other QuickBooks record. One write, always with your approval. Read on your device, straight from Intuit. Never stored on Pencel’s servers. [Connect QuickBooks](https://pencel.ai/download) [Previous Email Chief of Staff](https://pencel.ai/use-cases/email-chief-of-staff) [Next RFP Operations](https://pencel.ai/use-cases/rfp-operations) Get started ## Three steps to your first real result. - 1 Download Pencel and sign in to QuickBooks Online with one click. - 2 Pick the company file and set up a room around it. - 3 Ask something about your live books, then drop in a receipt and confirm the expense it drafts. Download Free macOS, Windows and Linux. No invite code. [Read the docs first →](https://pencel.ai/docs/getting-started/what-is-pencel.html)