Reconcile invoices against your bank statement — automatically

The scenario takes invoices from QuickBooks Online and the statement from microsoftOneDrive, the AI matches payments to invoices and produces a reconciliation summary.

  • Takes invoices from QuickBooks Online
  • Reads the statement from microsoftOneDrive
  • AI matches payments to invoices
  • Summary: paid and unpaid
Microsoft OneDrive

How it works

To move data from QuickBooks Online to Microsoft OneDrive automatically, use a ready-made scenario — no manual exports.

  1. Starts when: When clicking ‘Execute workflow’
  2. Then: Get Invoice Data
  3. Then: Code in JavaScript
  4. Then: Get Bank Statement
  5. Then: Extract the Data from Unstructured File
  6. Then: Extract text
  7. Then: Process the Invoice Vs Bank Statement Data
  8. Then: Get Transaction, Matches, Summary
  9. Then: OpenAI Chat Model1

You can launch this QuickBooks Online + Microsoft OneDrive integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.