Neotask runs on Neotask to make QuickBooks feel like talking to your bookkeeper - invoices, expenses, and P&L in plain English.
Create and send invoices by describing the job in plain language
Categorize expenses and reconcile accounts without manual entry
Get P&L snapshots and cash flow summaries on demand
What You Can Do
Invoicing & Receivables
Draft and send invoices by describing the client and work done. Check which invoices are overdue, how much is outstanding, and follow up on late payments - all through conversation.
Expense Management
Ask about uncategorized expenses, assign categories to recent transactions, and get a breakdown of where money is going by vendor or category.
Profit & Loss
Pull a P&L for any time period, compare month-over-month performance, or get a quick net income figure without generating a formal report inside QuickBooks.
Accounts Payable
Check what bills are due this week, identify vendors with outstanding balances, and confirm whether a specific bill has been paid.
Cash Flow & Forecasting
Get a snapshot of current cash position, see projected inflows from outstanding invoices, and flag any periods where payables exceed receivables.
Try Asking
"Which invoices are more than 30 days overdue?"
"Create an invoice for Acme Corp for 10 hours of consulting at $150/hr."
"What did I spend on software subscriptions last quarter?"
"Give me a P&L summary for January through March."
"Which bills are due in the next 7 days?"
"How much revenue did I recognize last month?"
"Are there any expenses that still need to be categorized?"
"What's my current accounts receivable balance?"
Pro Tips
When creating invoices, mention the customer name exactly as it appears in QuickBooks to avoid duplicate records.
Ask for "uncategorized expenses" weekly - letting them pile up makes reconciliation painful at tax time.
Pair P&L queries with a specific prior period: "Compare March this year to March last year" gives instant context.
Use Neotask to draft invoice reminder messages for overdue clients - Neotask can pull the balance and compose the note together.
For cash flow, ask about both inflows and outflows in the same query: "What's coming in and going out this week?" gives a complete picture.
Always confirm customer names and item codes before sending invoices - QuickBooks is strict about matching existing records.
Multiple workspaces and capacity for larger teams.
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