No real visibility
Aging reports only tell part of the story. Your team is flying blind on DSO and customer risk.
NATIVE INTEGRATION
Finaxis + QuickBooks: get paid faster, without changing your habits
Connect Finaxis to QuickBooks in 5 minutes. Your invoices sync automatically. Artificial intelligence handles collections for you.
QuickBooks
Trusted by Quebec SMBs
The problem
QuickBooks wasn't designed for collections
QuickBooks is excellent for invoicing, expense tracking, and financial reporting. But it was never built to collect what's owed to you once the invoice goes out. That work falls on your team — and it costs you time, cash, and focus every week.
100% manual follow-ups
Copying invoice details into emails, tracking responses in spreadsheets. Accounts slip through the cracks.
Inconsistent communications
Different people, different messages, different timing. Customers get confused and payments stall.
Late payments
Every day an invoice goes unpaid costs you money. Overdue accounts pile up quietly.
WHY FINAXIS
Why connect Finaxis to QuickBooks
Save time and optimize cash flow with our intelligent integration.
Automatic invoice sync
No manual entry required. Your QuickBooks invoices sync in real time with Finaxis for seamless tracking.
AI-powered intelligent follow-ups
AI analyzes each customer's payment history and adapts the tone, timing, and frequency of reminders to maximize response rates.
AI assistant connected to your data
Ask questions in plain language — "Which customers are over 60 days? Send a firm follow-up to all of them." — and act directly from chat. Finaxis executes, you stay in control.
Multi-channel communications
Your customers are reached by email, SMS, and AI-powered phone calls. No follow-up goes unanswered because a single channel was ignored.
Your customers only see you
Every communication goes out under your company's name, email, and voice. Finaxis works behind the scenes — your brand keeps the customer relationship.
30-day cash forecast
Get an 85-95% accurate cash flow forecast based on your QuickBooks data.
HOW IT WORKS
How it works
Simple, fast setup for immediate results.
1
Connect your QuickBooks account
Secure OAuth authentication in 2 clicks.
2
Finaxis imports your data
Sync of all your invoices and customer history.
3
AI configures the strategies
Automatic creation of optimized follow-up workflows.
4
You collect faster
Get a real-time dashboard of incoming payments.
COMPARISON
What Finaxis does that QuickBooks alone doesn't
Discover the power of AI combined with your accounting data.
QuickBooks alone
QuickBooks + Finaxis
Payment reminders
Fixed, generic reminders
Reminders adapted to each customer's behavior
Cash forecasting
None
30-day AI forecast (85-95% accuracy)
Risk management
Reactive
Proactive detection of late-payment signals
DSO
Not optimized
15-25% reduction in 90 days
Follow-up time
Manual (hours/week)
Automated (80% reduction)
Payment reminders
Fixed, generic reminders
Reminders adapted to each customer's behavior
Cash forecasting
None
30-day AI forecast (85-95% accuracy)
Risk management
Reactive
Proactive detection of late-payment signals
DSO
Not optimized
15-25% reduction in 90 days
Follow-up time
Manual (hours/week)
Automated (80% reduction)
FAQ
Frequently asked questions
Everything you need to know about the integration.
The connection is made securely via OAuth in under 5 minutes. Finaxis automatically imports all your invoices and customer history.
No, the integration is read-only. QuickBooks remains your single source of truth.
No. Every communication goes out under your company's name, email, and voice. Your customers only see your brand — Finaxis stays invisible behind the scenes.
Yes. You can approve every message manually or let Finaxis send automatically based on your rules. You stay in full control at all times.
Yes. Contact our sales team to start a trial and see results before committing to a plan.
Yes. Finaxis infrastructure is hosted in Canada, encrypted end-to-end, protected by OAuth 2.0, and compliant with Quebec Law 25 and PIPEDA.
QuickBooks Desktop isn't natively supported yet. That said, CSV invoice import works today, and we build custom connectors when needed — contact our sales team to evaluate your case.
Connecting QuickBooks and syncing your data usually takes under 15 minutes. If you use Microsoft 365 or Google Workspace (Gmail), you can also connect your inbox right after and send your first follow-up in copilot mode within 15 minutes. Improved response rates typically show after 30 days of use, and you can expect roughly 90 days to achieve a 15-25% reduction in overall DSO.
Ready to collect faster?
Connect QuickBooks to Finaxis in 5 minutes. Free trial, no credit card required.