QuickBooks Chatbot

The QuickBooks Chatbot is a web application designed to help users manage their accounting data through a simple conversational interface. It allows business owners or accountants to interact with their financial records using natural language rather than navigating complex menus.

The application serves as a personal assistant for QuickBooks, offering a split-screen dashboard where users can chat with an AI on one side and see their financial data update on the other. Users can ask the chatbot to find specific information, such as 'Show me my latest invoices' or 'What is the status of invoice #1040?', and the system displays a live list of invoices with key details like customer names, total amounts, due dates, and payment statuses.

Beyond just viewing data, the chatbot can perform actions like creating new invoices, updating existing records, or deleting entries directly through the chat. It includes a feature to automatically email invoice PDFs to customers directly from the interface, and handles secure logins to QuickBooks to ensure that only authorized users can view or modify the company's sensitive financial data.

The project is built using modern web technologies focused on speed, security, and intelligence. The frontend is built using React for a highly responsive, real-time experience. It leverages AI models to interpret user messages and translate them into specific accounting tasks. The system uses strict validation rules to ensure accurate data entry, communicates with a backend service that links directly to the QuickBooks platform, and uses OAuth 2.0 for secure authentication without exposing user passwords.

• Developed a conversational interface for managing QuickBooks accounting data using natural language processing
• Implemented split-screen dashboard with real-time AI chat and live financial data updates
• Built invoice management system displaying customer names, amounts, due dates, and payment statuses
• Created task automation features allowing users to create, update, and delete invoices through chat
• Integrated automatic email functionality to send invoice PDFs to customers directly from the interface
• Implemented secure OAuth 2.0 authentication for QuickBooks integration without password exposure
• Designed data validation system ensuring accurate information entry before sending to QuickBooks
• Developed real-time API connectivity between frontend and QuickBooks platform backend
• Utilized React for responsive, real-time user interface updates
• Integrated AI models for natural language understanding and task translation

Chat Interface

Split-screen dashboard with AI chatbot on one side and live financial data updates on the other

Invoice Management

Live invoice list displaying customer names, amounts, due dates, and payment statuses

Task Automation

Chatbot performing actions like creating invoices, updating records, and deleting entries