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$
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I will build a whatsapp ai chatbot for quickbooks
Muhammad
5.0
5.0
About this gig
Need instant access to your QuickBooks data without opening dashboards?
I will build a WhatsApp AI chatbot for QuickBooks Online using OpenAI and n8n automation. This AI financial assistant uses secure QuickBooks API integration so you can ask questions in plain English and receive real-time answers directly in WhatsApp.
Your assistant can:
Check paid, unpaid, and overdue invoices
View payments, expenses, customers, and transaction history
Generate daily or monthly business summaries
Find invoice and payment details
Send overdue payment alerts and reminders
Protect access through authorized-user controls
What you receive:
WhatsApp AI chatbot setup
QuickBooks Online API and OAuth integration
OpenAI-powered intent detection and responses
n8n workflow automation
Error handling, testing, and deployment
Optional CRM, Google Sheets, multilingual, and source code support
Ideal for business owners, accountants, agencies, eCommerce stores, property managers, and service businesses that want faster financial insights and less manual work.
Please message me before ordering so I can review your QuickBooks, WhatsApp API, and automation requirements.
Get to know Muhammad
Muhammad
Podio Tech
- FromPakistan
- Member sinceDec 2020
- Last delivery1 month
Languages
English, Punjabi, Urdu
I’m a CRM Automation Expert specializing in GoHighLevel (GHL) and Podio. I help businesses automate lead capture, follow-ups, pipeline updates, and internal operations using Zapier, Make.com, n8n, Webhooks, and REST APIs. I can build workflows like forms → CRM → auto assignment → SMS/Email follow-up → tasks → reporting, with clean data mapping, deduplication, and error handling. You’ll get a reliable setup, tested delivery, and clear documentation. Share your workflow (or a quick Loom) and I’ll implement the best automation fast.
My Portfolio
FAQ
What do you need to start?
I need your QuickBooks Online, WhatsApp Business API, OpenAI, and n8n access, plus a list of the financial queries you want to automate.
What QuickBooks data can the assistant retrieve?
It can retrieve invoices, payments, expenses, customers, transaction history, overdue balances, and monthly business summaries.
Is my QuickBooks financial data secure?
Yes. I use OAuth 2.0, secure credential storage, and authorized-user controls. Your login details are never hard-coded.
Reviews
1 reviews for this Gig
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N nick2706
Singapore
It had been a pleasure working with him. Thank you for the time and patience.
$200-$400
Price
7 days
Duration
A 
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Reviews
1 reviews for this Gig
| (1) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
N nick2706
Singapore
It had been a pleasure working with him. Thank you for the time and patience.
$200-$400
Price
7 days
Duration
A Seller's Response
Helpful?
