Welcome, Jim
Let’s wire your books to the cockpit.
Three connectors and Bolt has everything he needs. Start with QuickBooks — that’s the one that lights up the cash on hand, MTD revenue, A/R aging, and your 1,000-client roster. The other two land this week.
1
QuickBooks Online
Cash, P&L, A/R aging, customer list. Read-only access. Takes about 60 seconds via Intuit’s sign-in.
2
Microsoft 365
Calendar + Outlook inbox + voicemail routing. Powers the daily brief and inbox triage.
3
Bill.com
A/P aging and auto-pay. Powers the collections panel and Friday auto-pay run.
B
Bolt
Once you connect QuickBooks, I pull a fresh snapshot of Walsh & Co.’s books, write your first morning brief,
and load your customer roster into the cockpit. You’ll be looking at real numbers inside two minutes.
I’m running on the included Claude budget — no separate signup, no per-message charges.