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Frequently Asked Questions About AccountsPro AI

How do I connect my QuickBooks account?

Go to the 'Client Portfolio' dashboard, select a client, and click the 'Access' tab. From there, follow the 'Setup Wizard' for QuickBooks.

Is my data secure?

Yes. We use industry-standard OAuth 2.0 and AES-256 encryption. We never see your banking credentials; we only access the ledger data you authorize.

How does the WhatsApp automation work?

You provide a specific WhatsApp number to your client. They simply snap a photo of any receipt and send it to that number. Our AI processes it in seconds.