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Works with QuickBooks Online

Follow-up for your QuickBooks invoices, quotes and receipts.

Connect QuickBooks Online and Lumière Agents follows up on overdue invoices, unanswered estimates and missing receipts for you, in your name, from your own email address. It only reads from QuickBooks and never writes to it.

What it does with your QuickBooks data

AgentInvoice chaserReads your open invoices and customer emails. Sends polite reminders on day 1, 7 and 14 past due, one statement per customer, with each invoice's pay-online link when you take online payments. Invoices paid in QuickBooks close on their own.How it works → AgentQuote follow-upPicks up the estimates you email from QuickBooks and checks in 2, 5 and 12 days later until the customer replies. Accepted or closed estimates stop getting follow-ups.How it works → AgentReceipt chaserReads credit card purchases and whether they already have an attachment, then asks whoever holds the card for the receipts that are missing, every Monday.How it works →

How to connect

  1. Sign up and sign in.
    Pick your agents at sign-up. You get a sign-in link by email.
  2. Connect to QuickBooks.
    On your page, open Settings, then Accounting connection, and click Connect to QuickBooks. Sign in to Intuit and choose your company.
  3. Review and approve.
    Your open invoices appear within minutes. Every email starts as a draft you approve, until you switch an agent to automatic.
  4. Results every Monday.
    Money collected, quotes won and receipts matched, plus anything that needs you.

Your data

Pricing

$200/month + $750 setup for one agent · each extra agent $100/month + $400 setup · all six $500/month + $2,000 setup. No contracts, cancel any time.

Prices in US dollars.

Full guide: QuickBooks and spreadsheets → · Support: hello@lumierepaycheck.org · All integrations →

Questions

Does Lumière Agents change anything in QuickBooks?

No. It only reads from QuickBooks and never writes to it. Intuit's sign-in screen shows its standard accounting permission; we use it only to read.

What does it read?

Only what your agents need: open invoices and customer emails for the invoice chaser, emailed estimates for the quote follow-up, and credit card purchases (and whether they already have an attachment) for the receipt chaser.

How often does it sync?

Every few hours, and again right before any email goes out, so reminders are never sent from stale data. Invoices paid in QuickBooks close automatically.

How do I disconnect?

Click Disconnect from QuickBooks on your page, or disconnect Lumière Agents from the Apps area in QuickBooks. We stop reading immediately.

Which QuickBooks do I need?

QuickBooks Online (any plan). If you don't use QuickBooks Online, every agent also works from a spreadsheet: link a Google Sheets or Excel file to keep it in sync, or upload an export.

Stop chasing. Start collecting.

Set up in an afternoon. You approve every email until you switch it to automatic.

Get started See pricing