BILL and QuickBooks, read together
BILL moves the money: the bills you approve and pay, the invoices you send and collect. QuickBooks records it. The sync between them is good, and it still leaves the questions an owner asks unanswered: what is due this week, what is in flight, and what the bank looks like once both are counted.
Liaison reads BILL and QuickBooks together and answers those questions directly.
Where BILL and QuickBooks disagree
- A bill approved in BILL and scheduled to pay is not yet in the books, so cash looks better than it is.
- A customer payment collected through BILL can sit open in QuickBooks.
- Vendors and customers exist in both systems under slightly different names.
- The payment run and the cash forecast live in different places.
Questions it answers across both
- “What is scheduled to go out of BILL this week, and is there cash for it?”
- “Which invoices were paid through BILL but are still open in QuickBooks?”
- “Which vendors are we paying late, and which customers are paying us late?”
- “Can we make payroll Friday after the bills scheduled for Thursday?”
What Liaison does with BILL and QuickBooks
- Compares BILL and QuickBooks every morning and lists what is paid in one and open in the other.
- Checks the cash position against the scheduled payment run before it goes out, and tells you if it is tight.
- Chases customers whose invoices are overdue, one reminder each, in your voice.
- Writes the weekly payables and receivables summary from both systems.
What it reads and does in each
Liaison across BILL and QuickBooks, set up with you, for $629 a month.
- Connects to BILL and QuickBooks with access you grant and reads them as one record; nothing is replaced or re-entered.
- Does the routine work in your voice; each kind of work is approved once.
- Answers across both: what BILL says, what QuickBooks says, and where they disagree.
On Professional we connect your tools, bring your data in and set up the first rules with you. Anything that moves money waits for your yes.
“Cut our month-end close from 4 days to 4 hours.” Marcus C., owner
$629 a month, or $500 a month on a 12-month term. Prefer to start on your own? Starter is $149 a month, self-serve, with a free trial first: 7 days, no card.
Questions
Does Liaison replace the BILL sync to QuickBooks?
No. Keep it. Liaison reads both after the sync and shows you what is still out of step.
Will it pay a bill?
Never on its own. Paying a bill moves money, so it always waits for your yes. It stages the run and checks the cash first.
Does it work with Xero?
Yes. The same reads run against Xero.
What does it cost?
Liaison starts at $149 a month. Professional is $629 a month and Team is $2,950 a month for up to five seats. Every plan works with the tools you connect.
See it on your own business.
Thirty minutes with us, on your own tools. Bring the thing that eats your evenings and watch it get handled from your own inbox, calendar and books.
Professional is $629 a month and we set it up with you. Starter is $149 a month, self-serve, with the free trial first: 7 days, no card. Every plan is on the pricing page.