Phone.inc for QuickBooksComing soon
The QuickBooks phone.
“I never got that invoice.” QuickBooks knows whether they opened it. Phone.inc puts that on screen before you answer, so the call is about paying rather than proving.
Dale Ruiz
Incoming · Main number
QuickBooksInvoice 1037 · $2,150.00 · Overdue 12 days
Ridgeline Landscaping · viewed twice
Last call · said it went to spam
What it does
Your books, on the line. Every call arrives with the invoice attached.
QuickBooks quietly records whether an invoice was delivered, opened, part-paid, or ignored. That is exactly what you need in the first three seconds of a call about it, and exactly what your phone has never shown you.
- Caller context from QuickBooks
- The invoice, the amount, how overdue it is, and whether they have opened it. Next to their name, before you pick up.
- Whisper knows the history
- “Twelve days late, opened twice, blamed spam last time.” A brief only you hear, and no need to bluff.
- Agents that close the loop
- After the call, an agent re-sends the invoice to the address they gave you and notes what was agreed.
- Texts that get you paid
- Send the invoice link, a receipt, or a new due date by text, so it lands somewhere they will actually see.
- Voicemails with the invoice
- A voicemail about “the bill” arrives with the invoice attached, including how late it is.
- Two-minute setup, when it opens
- You will connect it with your Intuit login and pick a company. No exports, no bookkeeper in the loop.
In the product
Three minutes with Dale. From first ring to invoice re-sent.
14:35:00
Incoming call
Before you answer
The call arrives with the invoice attached. Dale's name, invoice 1037, twelve days overdue, and the small detail that he has opened it twice already.
- Invoice and amount
- Whether they opened it
- What they said last time
Dale Ruiz
Incoming · Main number
QuickBooksInvoice 1037 · $2,150.00 · Overdue 12 days
Ridgeline Landscaping · viewed twice
Last call · said it went to spam
14:35:10
Whisper
As you pick up
A short voice brief only you hear, read straight from QuickBooks. You skip the whole did-you-get-it dance and offer to re-send.
- Only you hear it
- Built from your books
- Two seconds, then you talk
Dale Ruiz
Main number
“Dale from Ridgeline. Invoice 1037, twenty-one fifty, twelve days late. He has opened it twice. Last time he said it went to spam.”
14:39:05
After the call
After you hang up
An agent re-sends invoice 1037 to the address he gave you on the call, then logs the whole thing on his customer record.
- Reads the transcript
- Re-sends the invoice
- Logs it on the customer
Dale Ruiz
Call ended · 3:26
- Read the transcript
- Found invoice 1037 in QuickBooks
- Re-sent it to his second address
- Logged the call on his customer
Sent by agent · 14:39
Your stack
Your tools, one phone. Connect as many as you run.
Integrations aren't either-or. Connect Shopify for orders, Dinero for invoices, and anything else you use. Each one takes about two minutes, and every call reads them all.
QuickBooks + Phone.inc
Answer with the invoice on screen.
Join the waitlist. You get a free business number when your batch opens, and we will email you the day QuickBooks connects.