for Finance

Close the books in days, not weeks.

KnitStack connects QuickBooks, Bill.com and Stripe so your numbers match up on their own. Your finance team gets Friday afternoons back.

See KnitStack close your books ↓Join the waitlist →
QuickBooks
B.
Stripe
Xero
R
Brex

what you're stuck doing today

The work that eats Friday afternoon.

  • 01Matching bills and invoices between QuickBooks and Bill.com by hand
  • 02Your cash picture lives in a spreadsheet that's already out of date
  • 03Closing the books takes 2 weeks, every month
  • 04Vendor payments slip through the cracks

what KnitStack does instead

Ask in plain English. Get the work done.

01you ask
"Show overdue QuickBooks invoices and how late each customer is."

what you get back

One report that checks all three tools, sorted by customer and amount. Click any line to see it in Bill.com or Stripe.

02you ask
"Create a bill for AWS: $8,450 for cloud hosting, due April 27. Submit for approval."

what you get back

Bill drafted in Bill.com, your approver pinged in Slack, payment scheduled. KnitStack enters it in your tools, so nobody retypes a thing.

03you ask
"Show cash timing for the next 2 weeks. Can we cover payroll next Friday?"

what you get back

Money coming in, bills going out and payroll, laid out side by side. A clear yes or no, with the math shown.

ask KnitStack

Plain English in. Real work out.

Real requests from real workdays. KnitStack checks your tools, does the work once you say yes, and saves the result right where it belongs.

you, 9:14 AM

"Show overdue QuickBooks invoices and how late each customer is."

KKnitStackworking in 3 tools done
tools:QuickBooks QuickBooksB. Bill.comStripe Stripe

what you got back

One report that checks all three tools, sorted by customer and amount. Click any line to see it in Bill.com or Stripe.

next step

you, 11:02 AM

"Create a bill for AWS: $8,450 for cloud hosting, due April 27. Submit for approval."

KKnitStackworking in 3 tools done
tools:B. Bill.comSlack SlackR Ramp

what you got back

Bill drafted in Bill.com, your approver pinged in Slack, payment scheduled. KnitStack enters it in your tools, so nobody retypes a thing.

next step

you, 2:38 PM

"Show cash timing for the next 2 weeks. Can we cover payroll next Friday?"

KKnitStackworking in 3 tools done
tools:QuickBooks QuickBooksStripe StripeB. Bill.com

what you got back

Money coming in, bills going out and payroll, laid out side by side. A clear yes or no, with the math shown.

next step

what you can ask

One search bar for your whole business.

K⌘ K

26 of 26 examples

  • › Banking ask

    "show my quickbooks bank balances"

    QuickBooks→
  • › Banking ask

    "list quickbooks transactions from last 7 days"

    QuickBooks→
  • › Invoicing ask

    "show overdue quickbooks invoices"

    QuickBooks→
  • › Invoicing ask

    "show me last month's pending invoices from quickbooks"

    QuickBooks→
  • › Invoicing ask

    "quickbooks AR aging"

    QuickBooks→
  • › Reports ask

    "quickbooks P&L this month"

    QuickBooks→
  • › Reports ask

    "balance sheet from quickbooks"

    QuickBooks→
  • › Expenses ask

    "list unpaid bills in quickbooks"

    QuickBooks→
  • › Expenses ask

    "top 10 expenses in quickbooks this quarter"

    QuickBooks→
  • › Expenses ask

    "where we spent last month most from credit card"

    QuickBooksR→
  • › Bill.com ask

    "show me all open bills"

    B.→
  • › Bill.com ask

    "bills due this week"

    B.→
  • › Bill.com ask

    "create a bill for AWS: $8,450 for cloud hosting, due April 27"

    B.→
  • › Bill.com ask

    "submit the AWS $5,500 bill for approval"

    B.Slack→
  • › Bill.com ask

    "approve bill INV-001"

    B.→
  • › Bill.com ask

    "who hasn't approved their bills this week?"

    B.Slack→
  • › Reports ask

    "what's our average time to approve bills?"

    B.→
  • › Payments ask

    "pay bill INV-001 on April 15 via ACH"

    B.→
  • › Payments ask

    "what payments cleared today?"

    B.Stripe→
  • › AR ask

    "send an invoice to Beta Industries for $15,000: March consulting"

    B.→
  • › AR ask

    "show me the AR aging report"

    QuickBooksB.→
  • › AR ask

    "send a payment reminder to Delta Corp for invoice INV-005"

    B.Gmail→
  • › Reports ask

    "what's our collection rate this quarter?"

    B.→
  • › Forecast ask

    "show cash timing for the next 2 weeks"

    QuickBooksStripeB.→
  • › Forecast ask

    "can we cover payroll next Friday?"

    QuickBooksStripe→
  • › Reports ask

    "top 10 vendors by spend this year"

    B.→
a day

a Finance day

From morning standup to Friday wrap.

How KnitStack threads through your day. Six real requests, handled across your tools, and you never switch tabs once.

  1. 8:42 AMmorning coffee
    Bankingworking in 1 tools

    "show my quickbooks bank balances"

    tools:QuickBooks
  2. 10:15 AMstandup follow-ups
    Bankingworking in 1 tools

    "list quickbooks transactions from last 7 days"

    tools:QuickBooks
  3. 11:50 AMpre-lunch sweep
    Invoicingworking in 1 tools

    "show overdue quickbooks invoices"

    tools:QuickBooks
  4. 2:08 PMafternoon dig
    Invoicingworking in 1 tools

    "show me last month's pending invoices from quickbooks"

    tools:QuickBooks
  5. 3:47 PMbefore close
    Invoicingworking in 1 tools

    "quickbooks AR aging"

    tools:QuickBooks
  6. 5:11 PMFriday wrap
    Reportsworking in 1 tools

    "quickbooks P&L this month"

    tools:QuickBooks
autopilot

automations for Finance

Set up the work once.

Turn one request into work that runs by itself: on a schedule, when something changes, or when an email lands. KnitStack checks one tool, decides what matters, updates another, and tells you it did.

One automation, shown three ways below.

Alert

Overdue Invoice Alert

runs · Every day at 8:00 AM

Every morning KnitStack checks QuickBooks for overdue invoices, ranks them by how late and how risky they are, and sends a summary to Slack and your AR team's inbox.

QuickBooks

QuickBooks

Find overdue invoices

K

KnitStack

Rank by lateness and customer risk

Slack

Slack

Post a summary to #finance-ops

Gmail

Gmail

Email the AR team a to-do list

tags:quickbooksaralertdaily

a KnitStack recipe

Overdue Invoice Alert

Alert

method

  1. 01

    Find overdue invoices

    via QuickBooks

    QuickBooks
  2. 02

    Rank by lateness and customer risk

    via KnitStack

    K
  3. 03

    Post a summary to #finance-ops

    via Slack

    Slack
  4. 04

    Email the AR team a to-do list

    via Gmail

    Gmail

what you get

Every morning KnitStack checks QuickBooks for overdue invoices, ranks them by how late and how risky they are, and sends a summary to Slack and your AR team's inbox.

Alert · sample run

Overdue Invoice Alert

total · 4.2s start to finish

Every morning KnitStack checks QuickBooks for overdue invoices, ranks them by how late and how risky they are, and sends a summary to Slack and your AR team's inbox.

  1. 08:00:02

    +0s

    QuickBooks

    Find overdue invoices

    QuickBooks

  2. 08:00:04

    +2s

    K

    Rank by lateness and customer risk

    KnitStack

  3. 08:00:07

    +3s

    Slack

    Post a summary to #finance-ops

    Slack

  4. 08:00:08

    +1s

    Gmail

    Email the AR team a to-do list

    Gmail

result:sent to Slack + Gmail

picked for Finance

The tools you already use.

See all integrations →
  • QuickBooks

    QuickBooks

    Reconcile your books and read the numbers as they change

  • B.

    Bill.com

    Open bills, approvals, payments and money owed to you

  • Stripe

    Stripe

    Match payouts to bank deposits and flag anything off

  • Xero

    Xero

    Check your books against your other tools

  • R

    Ramp

    Sort spending into categories and flag anything unusual

  • Brex

    Brex

    Pull in company card expenses

  • P

    Plaid

    Connect your bank accounts and transactions

  • NS

    NetSuite

    Your NetSuite books and finance data

three simple steps

Connect. Ask. It acts.

1
QuickBooksHubSpotShopifySlack
✓ 4 tools connected

Connect the tools you already use.

Sign in to QuickBooks, Shopify, Gmail and the rest in a click. Nothing to move. Nothing to rebuild.

2
●"Which Bill.com invoices never made it into QuickBooks?"
K

Ask like you'd ask a colleague.

"Which invoices are still unpaid?" "Write Monday's sales update." Ask anything about your business, in plain English.

3
✓Books matchedQuickBooks · Bill.com · Stripejust now
✓Follow-up sent7 vendor emails via Gmail2m ago
◷Purchase order readyWaiting for your OK →Review

It gets it done. You stay in charge.

Books matched. Follow-ups sent. Purchase orders drafted. KnitStack does the work inside your tools and checks with you before anything big.

"

from the field

"Our month-end went from a two-week sprint to a Tuesday morning review."

Beta customer · Mid-market manufacturer

also useful for

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Inventory that watches itself.

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for Analytics & BI

The dashboard that answers back.

See it for Analytics & BI →

for Comms & Productivity

Run your inbox. Reclaim your calendar.

See it for Communications →

Ready to close your books?

Join the waitlist. Be first to connect your tools, ask your first question and watch the busywork disappear.