Use Crossbeam and QuickBooks together in your AI tools

Account intelligence

Get partner context next to an account's payment history

Crossbeam shows which partners share the account, ranked by partner score, plus recent partner deals opened or closed won there. QuickBooks adds the account's invoices, payments, and customer balance, so you see the relationship and the money side together.

Example prompt

"Which partners share [Account] in Crossbeam, and what do their open invoices and customer balance look like in QuickBooks?"

Deal acceleration

Check overdue invoices and bring the right partner in

QuickBooks runs the aged receivables report to show which customers have invoices past due, a common early sign of renewal risk. Crossbeam recommends partners on those accounts with recent wins, long-term relationships, or contacts you are missing.

Example prompt

"Run the aged receivables report in QuickBooks, then ask Crossbeam which partners have recent wins at the accounts with the largest overdue balances."

Pipeline generation

Build an expansion list ranked by customer sales

Crossbeam finds the customers you share with a partner, segment by segment. QuickBooks ranks that list with the customer sales report, so expansion outreach starts with the accounts already spending the most with you.

Example prompt

"Find our customers that overlap with [Partner] in Crossbeam, then rank them by revenue from the customer sales report in QuickBooks."

Ecosystem building

Confirm partner attribution against payments received

Crossbeam reports each partner's overlap counts, open deals, win rate, and attributed revenue. QuickBooks holds the payments those shared accounts actually made, so you can check which partnerships turn into collected revenue before you invest more.

Example prompt

"List our top partners by attributed revenue in Crossbeam, then search QuickBooks payments from those shared accounts this year."

Co-sell execution

Prep a co-sell call with contacts and invoice history

Crossbeam returns the partner-shared contacts at the account, ranked by role signals like decision maker, economic buyer, and executive sponsor. QuickBooks fills in your side of the story: the estimates, invoices, and payments that show what the account has bought and paid for.

Example prompt

"Before my co-sell call on [Account] with [Partner], pull the partner-shared contacts from Crossbeam and the account's invoice and payment history from QuickBooks."