Integrations | Roger.ai

About QuickBooks Online

QuickBooks Online is a leading cloud accounting software system developed by Intuit. With millions of users world-wide, they provide users and customers with software to run their small business accounting.

About the Integration

By connecting Roger and QuickBooks Online, you'll be able to fully automate your accounting flows and spend less time in your accounting software.

Roger works by adding a layer of automation to QuickBooks Online, seamlessly integrating with your accounting system and securely pulling in data to help you set up your process instantly.

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Advantages of integrating Roger with QuickBooks Online

Scan, pay and sync invoices and vendors directly to QuickBooks Online. Automate your entire accounting and payments workflow with one easy platform.

Two-way sync

Roger syncs everything from QuickBooks Online, custom data like categories and departments. We also sync all payments, documents and associated data in Roger to your ERP.

Hands-free bookkeeping

The more you use Roger, the smarter it gets. Roger will instantly recognize documents from the same vendors and add your bookkeeping data for you.

Automate everything

Roger helps you take the manual work out of every process, from accounts payable to expense management. You won't have to lift a finger.

Key tools for QuickBooks Online

Automation-powered accounting, backed by our global payments infrastructure, will drive value for your team and for your clients.

Attachments

Roger scans, enters and syncs the entire financial document - sending it to QuickBooks Online so you and your accountant can easily explore expenses.

Custom Lists

Roger enables you to create custom lists, either pulling directly from your QuickBooks Online system or building from scratch in Roger. You are free to customize your internal accounting process.

Spending Rules

With Workflows, you can build complex accounting rules, or, determine how and when vendors are paid. You can create multi-step approval flows and send additional data to your accounting system.

Fraud Detection

With Roger, there are no duplicate payments and no risks of internal or vendor fraud. Roger comes with a built-in audit trail for every document and vendor, along with customizable permissions for certain team members.

Document Match

Ensure no receipts are missing. Upload a bank statement to Roger and Roger will match it with existing records, or, create records for you. Automate notifying co-workers who need to upload a document.

Vendor Management

Edit vendor profiles, customize payment methods and report on spend by vendor. You can even build Workflows to alert you when vendor bills vary month-to-month, so you never lose sight of important spending data.

Original Coffee has reduced manual finance team hours by 60% - even as they grew by 4x.

“The seamless data management that Roger has provided us is crucial to our business. In addition to being a time and money saver, it’s also enabling us to scale our business while maintaining a higher level of control and accuracy.”

Read their story

Martin Hjarsbæk
Chief Finance Officer, Original Coffee

Integrate QuickBooks Online with Roger