+
AI for Growing Distributors
Add voice ordering, proactive AR collection, and intelligent automation to QuickBooks — without outgrowing your accounting system.
See Integration DemoInvoices & Payments
Real-time AR sync
Customers
Contact and credit data
Products & Services
Inventory items and pricing
Sales Orders
Estimates to invoices
QuickBooks is where most distributors start — and for good reason. It's approachable, affordable, and handles the accounting fundamentals well. QuickBooks Online makes it accessible from anywhere with cloud-based convenience.
But as you grow, the gap between what QuickBooks does and what your operation needs starts to show. Your sales team wants mobile access. Your customers expect instant answers. Your AR team is drowning in manual follow-up.
The old answer was "upgrade to a bigger ERP." The new answer is smarter: add an AI layer that extends QuickBooks into a complete distribution platform.
Field reps place orders by voice while on-site with customers. "New order for ABC Supply, 50 units of part 4429." The AI creates the sales order in QuickBooks automatically.
Voice agents that call overdue accounts, negotiate payment plans, and collect commitments — automatically escalating to humans when needed. Accelerate collections through automated outreach.
"What's our stock on copper fittings?" Conversational access to inventory data, reorder alerts, and stock projections based on sales patterns.
AI identifies dormant accounts and reaches out automatically. "We noticed you haven't ordered in 60 days — can we help with anything?"
Visual reporting that goes beyond QuickBooks' built-in reports. Rep performance, product trends, customer health scores — updated in real-time.
Let customers check order status, view invoices, and get answers 24/7 through conversational AI — powered by your QuickBooks data.
OAuth-secured REST API integration. Real-time webhooks for instant sync when data changes.
The conventional wisdom says growing distributors need to migrate to "real" ERP systems. That's expensive, disruptive, and often unnecessary.
$0
QuickBooks migration cost
0
Weeks of disruption
100%
Your team keeps working
QuickBooks handles your accounting. Workd handles your growth. Together, they're a complete distribution platform.
Add enterprise AI capabilities without enterprise complexity or cost.
See QuickBooks + AI in Action