Integration · ERP & finance
QuickBooks + Capaintel
Connect QuickBooks so costs, purchasing and supplier invoices sit alongside production and quality records.
01What the system does
QuickBooks
QuickBooks is an Accounting product from Intuit.
Why connect it to Capaintel
Connect QuickBooks so costs, purchasing and supplier invoices sit alongside production and quality records.
02Data
Data in scope
- Vendors and bills
- Purchase orders
- Items
- Cost data
03Write-back
Changes stay in your system
The QuickBooks integration is designed to bring context into Capaintel, not to change records in QuickBooks. Your team keeps QuickBooks as the system of record.
04Typical workflows
Where QuickBooks context fits
QuickBooks records are relevant to Capaintel's production planning work.
Disruption response
Re-plan around a late material, an outage or a rush order with options laid out.
Capacity what-ifs
Explore shift, line and staffing changes before making them.
Plan explanations
Ask why the plan looks the way it does and get the constraints behind it.
05Data flow
From QuickBooks to an AI Operator
01
QuickBooks
02
Integration layer
03
Data Hub
04
Context Engine
05
AI Operators
06Security and permissions
Governed access
- Capaintel shows people and agents only what their role allows, including data from systems such as QuickBooks.
- Capaintel records activity, approvals and data access in its audit trail.
- Capaintel has configurable approval checkpoints before agents change anything.
- How Capaintel handles security