Can MiOpsAI connect to QuickBooks or Xero?

Yes — MiOpsAI connects to QuickBooks Online and Xero via official API integrations, syncing customers, invoices, payments, and expenses bidirectionally so your accounting and operations data stop living in separate worlds.

What syncs from accounting into MiOpsAI

• Customer records — auto-create or match contacts in your client tenants.
• Invoice status — outstanding balance, paid/unpaid, overdue flags surface in client records.
• Payment events — when a client pays, the deal record auto-updates and LizziAI can trigger a thank-you email or upsell sequence.
• Expense tracking — billable expenses tied to specific clients show in the project view.
• Aging reports — overdue receivables surface in your dashboard with one-click "draft collection email" via LizziAI.

What flows from MiOpsAI back to accounting

1. New client creation — create a contact in MiOpsAI, push to QuickBooks/Xero automatically.
2. Invoice generation from won deals or completed projects with line items pre-populated.
3. Time-tracking on billable hours that converts to invoice line items.
4. Subscription billing for recurring engagements with auto-invoice on renewal.
5. Payment links embedded in LizziAI-drafted client emails.

What LizziAI does with accounting data

• Automated collections — drafts polite-but-firm follow-ups on overdue invoices in your voice.
• Cash-flow forecasting — combines your pipeline with your AR aging to project the next 90 days.
• Upsell timing — recommends when an existing client is positioned to expand based on engagement and payment history.
• Renewal reminders — auto-drafts renewal proposals 60 days before expiry.

Setup time

OAuth connection in two clicks, initial sync of historical data takes 5-30 minutes depending on your account size. Available on every plan from Starter at $199/month. Start the trial to test the integration on your real data.