How MapleVoice connects to QuickBooks.
QuickBooks is the accounting and invoicing platform millions of small businesses rely on for invoices, estimates, customers, and payments. MapleVoice connects to QuickBooks through MCP (the Model Context Protocol), so your AI voice agent can read invoices, estimates, customers, and payment status during the call and create new invoices and estimates in real time — without ever handling a raw card number.
Connect QuickBooks in onboarding
Secure, scoped access — no developer, no custom build, no new hardware.
MapleVoice reads your records
It looks up invoices, estimates, customers, and payment status in QuickBooks during the call.
It answers & handles the request
Every call answered in under two seconds — it confirms what’s billed, paid, or due and offers to create an invoice.
An invoice lands in QuickBooks
It creates the invoice or estimate, emails it, and updates the customer record — no card data ever spoken aloud.
What changes the day you connect QuickBooks.
What you can do with MapleVoice + QuickBooks.
Create an invoice on the call
A customer asks to be billed for completed work — the agent confirms the customer record and creates and emails a QuickBooks invoice before hanging up.
Answer “is my invoice paid?”
MapleVoice reads live invoice and payment status from QuickBooks so callers get an instant, accurate answer instead of a callback.
Send an estimate after a quote
Capture the details on the call, generate a QuickBooks estimate, and email it — with everything logged to the customer record.
Handle billing questions after hours
Overflow and after-hours calls get a status check or a fresh invoice, synced straight to QuickBooks.
It reads from QuickBooks. It writes back to QuickBooks.
Live on the call — never a stale copy, never a nightly export.
Built to pay for itself.
No card data on the call
The agent never reads or stores card numbers — it creates and sends invoices, so payment processing stays with your processor.
Real-time, two-way sync
It reads invoices, estimates, and payment status from QuickBooks and writes new invoices and estimates back, live during the call.
Books stay current
Invoices and customer details are written straight into QuickBooks from the call — no manual re-entry, fewer errors.
Live in 48 hours
We connect QuickBooks and script your invoicing flows — no project, no dev team.
Your QuickBooks data stays yours.
Scoped, least-privilege access
We connect only to what we need in QuickBooks — nothing more. Revoke anytime.
Encrypted & compliance-aligned
Encrypted in transit, SOC 2-aligned practices, HIPAA-aware, and GDPR-aligned handling.
You stay in control
Your QuickBooks data is never sold or shared. MapleVoice acts only on the call, in real time.
MapleVoice + QuickBooks — your questions.
Yes. MapleVoice connects to QuickBooks through MCP, so your AI voice agent can read invoices, estimates, and payment status and create new invoices and estimates in real time.