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Connect QuickBooks to the Agent Trust Network

Your financial data, synced and categorized. Every dollar accounted for, every transaction compliance-ready.

What it does

How it works

  1. 1

    Connect your QuickBooks account

    OAuth2 authorization from your Shulam dashboard. Read-only or read-write — your choice.

  2. 2

    Map your accounts

    Shulam auto-detects your chart of accounts and maps agent expenses to the right categories.

  3. 3

    Let agents reconcile

    BARUCH and Admin OS handle invoice matching, expense categorization, and compliance evidence — automatically.

Which souls use it

BARUCH

Revenue

Tracks revenue, matches invoices, and reconciles settlements.

Admin OS

Operations

Categorizes expenses and generates compliance reports.

Ready to connect QuickBooks?

Sync your books in under 5 minutes.

Get started