Finance
QuickBooks
Accounting software for small and mid-sized businesses covering invoicing, expenses, payroll, and financial reporting.
What gets synced
Roiva writes these metric observations on each sync. Reference the key in a value formula to use this data in your ROI calculations.
Financials
quickbooks.financials.revenue
Revenue
currency
quickbooks.financials.expenses
Expenses
currency
quickbooks.financials.net_income
Net Income
currency
Invoices (AR)
quickbooks.invoices.count
Invoice Count
count
quickbooks.invoices.volume
Invoice Volume
currency
quickbooks.invoices.paid_count
Paid Invoice Count
count
Bills (AP)
quickbooks.bills.count
Bill Count
count
quickbooks.bills.volume
Bill Volume
currency
Common use cases
- Track monthly revenue, total expenses, and net income as financial baselines for AI initiatives
- Measure whether AI-driven cost reductions show up in your operating expense trend
- Compare net income growth against AI initiative costs to calculate true ROI
- Monitor invoice volume and payment rate as a proxy for AP/AR automation initiative impact
- Track bill count and total spend to measure accounts payable efficiency improvements
How to connect
You connect QuickBooks from inside Roiva, so you need a Roiva workspace first. Sign in to connect it now. New to Roiva? Take the free assessment and create your workspace at the end, or request an invite.
- In Roiva: Connect via OAuth — you will be redirected to Intuit to authorize with your QuickBooks account
- In QuickBooks: Sign in as the Primary Admin or a Company Admin, the only QuickBooks users who can connect an app
- After connecting, Roiva will sync 12 months of monthly Profit & Loss, invoices, bills, and card, check and cash expenses automatically
- Back in Roiva: The connection page checks each step and says what's missing. Once it's all ticked, click Test Connection
- Back in Roiva: Link this connection to an initiative on the Initiatives tab and select the object types most relevant to your initiative
Tips for capturing value
- Roiva pulls the Accrual-basis Profit & Loss report — ensure your QuickBooks company uses accrual accounting for accurate month-over-month comparisons
- Financials produces three observations per month (revenue, expenses, net income) — use them individually or combine in a value formula
- Invoices tracks count, total volume, and paid count — the paid count ratio is a useful signal for AI-assisted collections initiatives
- Bills tracks count and total volume — compare month-over-month bill count to measure AP automation throughput
- Net income trend is the strongest signal for broad cost reduction initiatives; invoice and bill metrics are better for process automation initiatives
- Disconnecting or removing the connection in Roiva also disconnects Roiva from your QuickBooks company, so it no longer appears under Integrations in QuickBooks
- On QuickBooks Simple Start, which has no bills, Roiva syncs Profit & Loss and invoices; classes and locations sync on Plus and Advanced, the plans that have them
Need help?
Email hello@roiva.ai with what you're seeing, and you'll hear back within one business day.
QuickBooks
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