Swarm School Original · Superbot

QuickBooks Superbot: AI Bookkeeping for QuickBooks Online

Month-end close, bank feed review and invoice reminders for your yes.

  1. Get Bot
  2. Download Skills (.zip)

Then attach the zip in your bot chat and say: Install everything in the zip.

See it step by step →

Skills are plain-text instructions, provided as-is; review them before use. By downloading or using this bot, you agree to our Terms.

Works With

It can use these tools if your account has them. It reaches each one through a connector, the tool’s own MCP (an add-on that gives a Bot new tools) or your browser.

  • QuickBooks
  • Gmail
  • Outlook
  • Google Sheets
  • Google Drive
  • Dropbox
  • OneDrive
Tools and access paths
  • Apps: Gmail, Outlook, Google Sheets, Google Drive, Dropbox, OneDrive.
  • QuickBooks Online connects directly. You can also upload its reports, or try it on Intuit's free Test Drive company.
  • Browser fallback: QuickBooks Online (connects directly, or upload its reports), Intuit's free QuickBooks Test Drive company, Stripe or Square payouts (you sign in).

Product names and logos are trademarks of their respective owners. Swarm School is not affiliated with or endorsed by them.

What It Does

Who It’s For:QuickBooks Online users who need help with bookkeeping and month-end tasks.

What You Ask It

  • “Help me prepare my month-end close”
  • “Review my bank feed for cleanup”
  • “Draft invoices for my customers”

What You Get Back

You get drafts for invoices and bills, plus help with your close, cash, sales tax and payroll preparation.

What It Connects To

Uses the apps listed in Works With above.

What It Won’t Do

It prepares drafts first. It does not make payments, send anything or file anything.

  • Specialist

    Month-End Close

    Transfers, duplicates and big swings caught first.

  • Specialist

    Bank Feed Review

    Every match and category change listed for your yes.

  • Everyday

    Invoice Reminders

    Overdue chases drafted in full, sent only on your yes.

  • Specialist

    Bills and Fraud Checks

    Duplicate bills and changed bank details flagged.

  • Everyday

    Sales Tax and Payroll Prep

    Numbers ready for you to file and run.

Why This Ranks High

Top Pick#1 in Money & Finance

  • Its job is clear, but it could say more about what you get back.
  • It asks you first before it sends, posts, buys or deletes.
  • It names the apps it works with: QuickBooks, Gmail, Outlook, Google Sheets.

How we rank bots

How a Month-End Close Runs

  1. 1

    Learns your books and tools.

  2. 2

    Reviews the bank feed and the month.

  3. 3

    Lists every fix for your numbered yes.

  4. 4

    Hands over the accountant pack.

Approval Before Action

Nothing that writes, sends, spends or publishes happens without your yes. You’re responsible for its actions. Review permissions; never run unchecked.

  • Week one: read-only
  • Every change needs your yes
  • Never pays or files
  • Never asks for your password
All safety rules
  • Week one is read-only.
  • Every book change waits for your numbered yes.
  • Never pays bills, changes bank details, runs payroll or files tax.
  • Never sets the closing date or deletes anything.
  • Never asks for your QuickBooks password.
Install Templates Safely → Bot-Use Terms →

Set Up and Try It

  1. 1

    Asks 3 setup questions about your tools, how you work, and what comes first.

  2. 2

    Sets up one tool at a time and checks each one with a small read-only call.

  3. 3

    Shows a plan you approve, then a first result on sample data.

Try a sample task

SAMPLE DATA: a made-up landscaping company's September exports. Review a close checklist that catches a $5,000 transfer, a duplicate charge and two overdue invoices.

Skills inside
  • Getting started: your QuickBooks, tools and goals first.
  • Month-end close and bank feed review: every catch listed before any change.
  • Cleanup, invoices, bills, cash, payroll prep and the accountant pack, drafted for your yes.
Other books

Finance & Books Superbot works on Xero, FreshBooks, Wave or a sheet. See the Finance & Books Superbot →

Explore Superbots →

Common Questions

Can I add these templates now?

Yes. All 16 Superbots are free to add now. More are coming soon.

Does a Superbot act without your approval?

By default, no. It waits for your yes on anything that sends, posts, spends or imports. Once you trust it, you can choose to let it act on its own for the steps you approve.

Do I need every listed tool?

No. During setup, it checks which tools you have first. If a tool isn’t connected, it can use your browser or files instead.

All Money & Finance bots →

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    Xero Month-End Close Desk

    Flags VAT deadlines, unreconciled Xero lines, duplicates and late invoices, with drafts.

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