Sign in once. Siftree reads your records and reacts to new events as they happen.
Get Balance Sheet Report
Retrieves the balance sheet report from Quickbooks Online.
Get Bill
Returns info about a bill.
Get Cash Flow Report
Retrieves the cash flow report from Quickbooks Online.
Get Customer
Returns info about a customer.
Get Invoice
Returns info about an invoice.
Get My Company
Gets info about a company.
Get Payment
Returns info about a payment.
Get Purchase
Returns info about a purchase.
Get Purchase Order
Returns details about a purchase order.
Get Sales Receipt
Returns details about a sales receipt.
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Get Time Activity
Returns info about an activity.
List Open Invoices
Lists invoices with an outstanding balance (open invoices). Optionally supply a full query to override the default filter.
List Past Due Invoices
Lists open invoices whose due date is before today in the company's time zone (from CompanyInfo.DefaultTimeZone when available). Optionally supply a full Invoice query to override the default filter.
Search Accounts
Search for accounts.
Search Items
Searches for items.
Search Products
Search for products.
Search Query
Performs a search query against a Quickbooks entity.
Search Services
Search for services.
Search Vendors
Searches for vendors.
New Customer CreatedTrigger
Emit new event when a new customer is created.
New Customer UpdatedTrigger
Emit new event when a customer is updated.
New Employee CreatedTrigger
Emit new event when a new employee is created.
New Employee UpdatedTrigger
Emit new event when an employee is updated.
New Invoice CreatedTrigger
Emit new event when a new invoice is created.
New Invoice UpdatedTrigger
Emit new event when an invoice is updated.
New Item CreatedTrigger
Emit new event when a new item is created.
New Item UpdatedTrigger
Emit new event when an item is updated.
New Purchase CreatedTrigger
Emit new event when a new purchase is created.
New Purchase UpdatedTrigger
Emit new event when a purchase is updated.
Act
Take action in QuickBooks
Agents update records and send messages for you, automatically, as drafts, or after you approve.
Create AP Aging Detail Report
Creates an AP aging report in Quickbooks Online.
Create Bill
Creates a bill.
Create Customer
Creates a customer.
Create Estimate
Creates an estimate.
Create Invoice
Creates an invoice.
Create Payment
Creates a payment.
Create Profit and Loss Detail Report
Creates a profit and loss report in Quickbooks Online.
Create Purchase
Creates a new purchase.
Create Purchase Order
Creates a purchase order.
Create Sales Receipt
Creates a sales receipt.
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Delete Purchase
Delete a specific purchase.
Get Bill
Returns info about a bill.
Get Customer
Returns info about a customer.
Get My Company
Gets info about a company.
Get Payment
Returns info about a payment.
Get Purchase
Returns info about a purchase.
Get Purchase Order
Returns details about a purchase order.
Get Sales Receipt
Returns details about a sales receipt.
Get Time Activity
Returns info about an activity.
Search Account
Searches for accounts.
Search Invoices
Searches for invoices. See docs here
Search Items
Searches for items.
Search Products
Search for products.
Search Query
Performs a search query against a Quickbooks entity.
Search Services
Search for services.
Search Vendors
Searches for vendors.
Send Estimate
Sends an estimate by email.
Send Invoice
Sends an invoice by email.
Sparse Update Invoice
Sparse updating provides the ability to update a subset of properties for a given object; only elements specified in the request are updated. Missing elements are left untouched. The ID of the object to update is…
Siftree is an AI platform that sales, CX, marketing, product, and strategy teams use to find, win, and keep customers.
Siftree connects calls, tickets, reviews, social, documents, video, and the systems you already use — then builds pipelines, datasets, tools, and cited insights your team and agents can operate on. Long-horizon agents keep building after you walk away.
- Describe what you need in plain language; Siftree builds pipelines, structures the data, and routes models for language, vision, audio, transcription, classification, and enrichment.
- Operate on datasets, tools, reports, and cited insights. You define the rules — what counts, how it's scored, what gets labeled.
- Marketplace: 14,824 sources across 4,169 apps and websites as of October 2026, plus any public website. Search, choose a source, and create an analysis-ready dataset without scraper maintenance.
- Native connectors for help desks, CRMs, and call recorders, plus upload and API. Audio and video are transcribed and labeled with everything else.
- Runs on a schedule or a trigger, and alerts your team in Slack when a threshold is crossed.
- Acts in your systems: writes labels and fields back to the help desk or CRM, opens issues in Linear or Jira, and drafts replies and emails. Each agent runs automatically, drafts for review, or asks first, and every action is logged.
- Ask questions of your data from Claude or ChatGPT through Siftree MCP.
- Enterprise protections: continuous verification of every request, encryption in storage and transit, privilege and identity governance, immutable activity logs.
- Teams use the eight products in place of separate point tools for prospecting data, support analytics, social listening, community triage, ad research, AI search visibility, research repositories, and competitive intelligence.