Software exports: connecting QuickBooks, your point of sale and your online store
Every software tool (accounting, point of sale, CRM, WooCommerce, banking) can export its data.
Every software tool (accounting, point of sale, CRM, WooCommerce, banking) can export its data. AI brings these exports together, matches the same customers and the same products from one system to another, and produces reports that no single tool can provide on its own, such as a cash-flow report.
In three steps.
1. Several separate exports
Each department exports its data from its own software. The names and formats are never the same.
| Customer | Invoice | Due date |
|---|---|---|
| CUSTOMER A LTD | 4,200 | Nov 15 |
| Customer B (transport) | 2,950 | Nov 30 |
| Receipt | Customer | Total |
|---|---|---|
| #8812 | Customer A (garage) | 610 |
| #8813 | — | 85 |
| Date | Description | Amount |
|---|---|---|
| Nov 2 | TRF CUSTOMER A | +4,200 |
| Nov 3 | RENT | −1,800 |
2. AI connects everything
AI recognizes that “CUSTOMER A LTD”, “Customer A” and “TRF CUSTOMER A” are the same customer, and matches up the invoices, sales and payments.
| Customer | Invoiced | Paid | Balance due |
|---|---|---|---|
| Customer A (garage) | $4,810 | $4,200 | $610 |
| Customer B (transport) | $2,950 | $0 | $2,950 |
3. The cash-flow report
You see the money coming in and going out week by week, and the weeks when cash may run tight.
Money in Money out · watch week 2
The software whose exports we read
- Accounting: QuickBooks, Sage and others.
- Point-of-sale and cash register software.
- CRMs and customer files.
- WooCommerce and online stores.
- Google Analytics.
- Bank statements (CSV, Excel or PDF).
How to export
Almost every software tool has an “Export” button to Excel or CSV. If you can’t find it, we will guide you over WhatsApp.