All Work
AR Collector Ai · AI / Fintech
Quickbooks Voice AI Agent
The Problem
Small business owners spend hours navigating QuickBooks to find basic financial insights. The cognitive load of accounting UX prevents timely decision-making.
The Solution
Designed a voice-first AI agent layer on top of QuickBooks that lets users ask natural language questions — 'What's my cash flow this month?' — and receive instant, actionable responses with visual confirmation.
The Outcome
Reduced average task completion time by 60%. Prototype validated with 50+ small business owners across beta sessions.