Invoiced + Querri
Querri reads invoices, payments, credit notes, subscriptions, estimates and collection tasks from Invoiced, so receivables questions get an answer instead of another aging export.
Querri only reads from Invoiced and never changes your records. SOC 2 Type II, HIPAA and ISO 27001:2022 certified, and your data is never used to train a model.
What you can answer
Working a monthly DSO trend out of invoice and payment exports is spreadsheet work that has to be redone every month. Querri calculates it from invoice dates, payments and balances and saves it as a KPI that moves with every sync.
KPIsAutopay is a setting on each customer and payment timing lives on invoices, so the comparison never appears in a standard report. Ask Querri and it splits paid invoices by autopay status and compares days to pay.
AI ChatTasks and balances sit on different screens in Invoiced. Querri joins open tasks to each customer's unpaid invoices and builds a collections dashboard the AR team can work from each morning.
DashboardsWhat comes over
Querri copies this data into your Library on a schedule, next to every other system you connect, so one question can draw on all of it.
Each sync reloads the data you picked, daily, weekly or monthly, or whenever you run it by hand.
Querri reads from Invoiced and never creates, edits or deletes anything there. Every answer runs on Querri's own copy.
Querri's own sharing and row-level access decide who sees which rows, in chat, dashboards, Claude, ChatGPT and the API.
How to connect
Say "connect Invoiced" or pick it from the connector catalog.
Invoiced needs only an API key in the secure form. There is no start date to set, so the first load reads the whole history.
Pick the data you want and how often it refreshes, then approve the first load.
The data lands in your Library, ready for chat, dashboards and scheduled reports.
FAQ
By pasting one API key into the secure form. Ask the Connector Agent for Invoiced, add the key, then pick which of the sixteen objects to load. There is no start date or other setting to fill in.
Customers, contacts, invoices, payments, credit notes, credit balance adjustments, estimates, subscriptions, plans, items, coupons, tax rates, metered billing lines, payment sources, events, and the notes and tasks your team uses for collections. Pick only the ones you need.
Daily, weekly or monthly, or by hand when you need it sooner. With no start date to limit it, every sync rereads the complete history of each object you picked, and answers reflect the last completed sync.
Yes, once your accounting system is connected too. Querri can check open invoice balances in Invoiced against receivables in QuickBooks or NetSuite, or put subscription MRR beside booked revenue, so month-end tie-outs no longer live in a spreadsheet.
No. Querri only reads from Invoiced. It never creates, edits or deletes records there, and every answer runs on Querri's own copy of the data.
Yes. Querri is SOC 2 Type II, HIPAA and ISO 27001:2022 certified, credentials are stored encrypted, and your data is never used to train a model.
Keep exploring
Customers, transactions, items and accounting periods from NetSuite.
Invoices, payments, bills and the general ledger from QuickBooks Online.
Charges, subscriptions, invoices, refunds and payouts from Stripe.
Card transactions, expenses, budgets and vendors from Brex.
Connect Invoiced, add the rest of your systems, and get answers your whole team can check.