Find the big vendors
“Which vendors did we pay more than $20,000 this year, and which have no risk recorded?”
Find the vendors in QuickBooks that need a risk, and the spend that starts your emissions work.
QuickBooks holds your accounts, vendors and transactions. Connect it to Drova and Sheila AI, the AI assistant in Drova, can read them and answer questions about the figures.
With QuickBooks connected, Sheila AI uses what’s in it as well as what’s in Drova. Ask however you’d normally ask. A few to get you going.
“Which vendors did we pay more than $20,000 this year, and which have no risk recorded?”
“Suggest a risk for our payroll software vendor.”
“Pull this year's fuel, energy and travel spend as a starting point for Scope 1, 2 and 3, and tell me which ESG issues it feeds.”
“Show the transactions over $5,000 from last month and their approval status.”
“Does the approval record show our payments control is working? Propose an effectiveness update if it does.”
Access and privacy
Each person connects their own QuickBooks account. Sheila AI reads only the companies you can already open.
Each answer names what Sheila AI read in QuickBooks, so you can check it there.
Sheila AI doesn’t change anything in QuickBooks. She suggests risks, tasks and control updates in Drova, and nothing is added until you accept it.
You approve access on QuickBooks’s own screen, so your QuickBooks password never comes to Drova.
Disconnect whenever you like and the access is removed. Your admin can switch QuickBooks off for everyone.
Start a free trial, or sign in if your organisation already uses Drova.
Connect to QuickBooks in Settings and sign in on QuickBooks’s own screen to approve access.
Ask in your own words. Sheila AI answers and shows you what she read.
Let Sheila AI answer from QuickBooks
Questions
It connects QuickBooks to Drova, so Sheila AI, the AI assistant in Drova, can read your accounts, vendors and transactions, and answer questions about the figures.
No. Today Sheila AI only reads from QuickBooks. In Drova she suggests risks, tasks and control updates, and nothing is added until you accept it.
Yours. Each person connects their own QuickBooks account, and Sheila AI reads only what that person can already see. A colleague connects their own account to use it.
Sign in to Drova, connect to QuickBooks in Settings and sign in on QuickBooks’s own screen to approve access. Your QuickBooks password stays with QuickBooks.
QuickBooks shows you what Drova is asking for before you agree. Drova asks once for everything Sheila AI may need, so you don’t have to reconnect later, and you can turn some of it off on that screen.
Yes. You can disconnect QuickBooks at any time, and your admin can switch it off for your whole organisation.
More tools
Start for free, then connect to QuickBooks in Settings.