--- title: "QuickFile Integration" description: "QuickFile is the UK cloud accounting platform. Agents raise invoices and estimates, manage clients, suppliers, and purchases, post journals, banking, and payments, and read the reports built on them." url: https://flowrunner.ai/integrations/quickfile date_modified: 2026-09-04T14:53:04-07:00 --- # QuickFile [Accounting](https://flowrunner.ai/integrations/category/finance-accounting) QuickFile is the UK cloud accounting platform. Agents raise invoices and estimates, manage clients, suppliers, and purchases, post journals, banking, and payments, and read the reports built on them. 54 actions · Custom auth · available [QuickFile website](https://quickfile.co.uk/) · [Platform Documentation](https://api.quickfile.co.uk/) · Capability data verified 2026-08-24 1. A scheduled sweep looks for invoices that have passed their due date 2. Search Invoices returns the overdue documents with their net and VAT amounts attached 3. Get Client reads the client record and its contacts, including whether a mandate route exists 4. Search Payments confirms nothing has already been allocated against the invoice 5. Send Invoice reissues the document to the billing contact with a reminder 6. Create Note records the chase on the client record so the next person sees what happened 7. A finance lead authorizes any direct debit collection before money leaves a customer's bank account ## What This Integration Enables QuickFile is a UK bookkeeping platform with an unusually complete API for its size, and one detail that changes how you should automate against it. The account has a daily call allowance rather than a per-second rate limit, so a runaway loop does not get throttled, it exhausts the day. That makes batching and incremental reads a design requirement rather than an optimization, and it is the reason the flows described here read once and act on what they read. FlowRunner agents raise invoices, estimates, and recurring templates, manage clients, suppliers, purchases, and inventory, record payments against bank accounts, post journals, and read the reports built on all of it: aged debtors and creditors, the balance sheet, profit and loss, and VAT obligations. QuickFile publishes no webhooks an integration can register for, so Search Events is the polling alternative and every scheduled flow is built on it. Two operations here move real money, and this page is largely about the discipline that fact deserves. ### Without FlowRunner **Chasing done from a spreadsheet**: The overdue list is exported, worked by hand, and out of date by the afternoon **Collections decided in the moment**: Whether to pull a payment is judged against a memory of the customer relationship **Bank lines entered twice**: The same statement row gets accepted a second time and the reconciliation quietly drifts ### With FlowRunner **The overdue list is live**: The sweep reads current invoices and current payment allocations before it sends anything **Collections routed to a person**: Every direct debit is proposed with its evidence and taken by a named approver **Duplicates filtered at the write**: Bank transactions are created with the duplicate filter on, so the same line does not land twice ## Use Case Scenarios ### Storefront revenue reconciled against the bank Orders complete in [Shopify](https://flowrunner.ai/integrations/shopify) or [WooCommerce](https://flowrunner.ai/integrations/woocommerce) and payouts land through [Stripe](https://flowrunner.ai/integrations/stripe). The agent raises the invoice with Create Invoice, resolving or creating the client first so the record carries a real contact rather than a placeholder. When the payout arrives, Create Payment records it against the correct client and bank account, and Create Bank Transaction posts the statement line with the duplicate filter left on. Search Bank Transactions and Get Bank Balances then confirm the account reconciles, and anything unmatched is listed in [Google Sheets](https://flowrunner.ai/integrations/google-sheets) for a person rather than force matched. ### Quotes that follow themselves through An estimate goes out with Create Invoice in its estimate form and Send Invoice delivers it. The agent then watches for the decision, and when acceptance comes back through email or a signed document, Accept Or Decline Estimate records it and Convert Estimate To Invoice carries the lines across without retyping them. Create Client Login Link gives the customer a single sign-on route into their own portal area, which the agent puts into the email so the customer never has to hunt for a password. ### Supplier bills captured and coded once A supplier invoice arrives in a mailbox monitored through [Gmail](https://flowrunner.ai/integrations/gmail-service). The agent extracts the supplier, the net subtotals, and the VAT rates, resolves the supplier with Search Suppliers, and calls Create Purchase to record the bill. Upload Document files the original receipt into the QuickFile document manager against the record, so the evidence and the booking live together. Create Project Tags attaches the job the cost belongs to, which is what makes Search Project Tags able to answer what a project actually cost across invoices, purchases, journals, and bank transactions. ## Human-in-Loop Highlight Create Direct Debit Collection is not a payment request. It takes money from the client's bank account through their GoCardless mandate, and the API makes that easy in both directions: naming an invoice allocates the collected amount to it, and leaving the invoice empty simply credits the client's account. There is no confirmation step in the call and no draft state to catch a mistake in. A wrong amount, a wrong client, or a collection against an invoice that was already settled outside QuickFile all succeed, and the customer finds out when their bank statement does. So the agent builds the case and stops. It posts the client, the invoice number and age, the amount it would collect, what Search Payments shows as already allocated, and whether the same invoice was chased in the last cycle. A finance lead approves the collection, or trims it, or asks for another reminder first. The related spend sits behind the same gate for a smaller reason worth naming: Send Invoice with the postal option uses QuickFile's paid service and is charged per item, so a retry loop over a bad address is a bill rather than an error. The agent's job is to make the collection obviously right before anyone touches it, not to decide that pulling from a customer's account is the next reasonable step. Agent processes routinely Detects exception requiring judgment Clear match Continues automatically Ambiguous Routes to human via preferred channel Human decides Agent resumes with decision ## Agent Capabilities 54 actions ### Invoices and Estimates 9 - **Create Invoice** Creates an invoice, estimate, or recurring template. Supplying an Invoice ID updates the existing document instead, because QuickFile uses one method for both. - **Get Invoice** Reads one invoice, estimate, or recurring template by its identifier, including its lines and payment state. - **Search Invoices** Searches invoices and estimates by type, client, number, description, or issue date. The additional parameters add the net and VAT amounts to each row, which a chasing flow needs. - **Delete Invoices** Deletes invoices, estimates, or recurring templates. It takes a list, so one call can remove several documents. - **Get Invoice PDF Link** Reads the URL of an invoice or estimate PDF. QuickFile answers a link rather than a file. - **Download Invoice PDF** Downloads an invoice or estimate as a PDF into FlowRunner file storage, following the link QuickFile returns. - **Send Invoice** Sends an invoice or estimate to the client by email or by post. The postal option is a paid service and is charged on every call. - **Accept Or Decline Estimate** Records an estimate as accepted or declined, which is how a decision taken outside QuickFile is written back. - **Convert Estimate To Invoice** Creates an invoice from an estimate, carrying its lines across rather than restating them. ### Clients 7 - **Create Client** Creates a client together with its default contact, and optionally further contacts, in one call. - **Update Client** Updates a client. QuickFile replaces the record, and a contact left out of the request loses its details, so a flow reads the client first and sends its contacts back. - **Get Client** Reads one client by its identifier, including its contacts and preferences. - **Search Clients** Searches clients by company name. Each row carries the primary contact and the account balance. - **Delete Client** Deletes a client. QuickFile refuses when the client has documents against it. - **Insert Client Contacts** Adds contacts to a client without touching the existing ones. The safe alternative to Update Client when only a new contact is needed. - **Create Client Login Link** Creates a single sign-on link into a client's own portal area, which a flow puts into the email it sends them. ### Collections 1 - **Create Direct Debit Collection** Starts a GoCardless direct debit collection against a client, which takes money from their bank account. It is a collection, not a request, which is why this page gates it. Related mandate work is handled through \[GoCardless\](/integrations/gocardless) itself. ### Suppliers and Purchases 9 - **Create Supplier** Creates a supplier with its default currency, payment term, VAT rate, and nominal code. - **Get Supplier** Reads one supplier by its identifier. - **Search Suppliers** Searches suppliers by company name. Each row carries the account balance and, optionally, the credits held. - **Delete Supplier** Deletes a supplier. QuickFile refuses when purchases are recorded against it. - **Create Purchase** Records a purchase invoice against a supplier. A line carries a net subtotal and a VAT rate rather than a quantity and a unit cost. - **Get Purchase** Reads one purchase by its identifier, including its lines. - **Search Purchases** Searches purchases by supplier, receipt number, description, or date. - **Delete Purchases** Deletes purchases. It takes a list, so one call can remove several. - **Create Purchase Order** Creates a purchase order. Its lines carry a quantity as well as a net subtotal, which a purchase line does not. ### Inventory 4 - **Create Item** Creates an inventory item, which an invoice line can then reference instead of restating the name, price, and nominal code. - **Get Item** Reads one inventory item by its identifier. - **Search Items** Searches the inventory by item name. - **Delete Items** Deletes inventory items. It takes a list, so one call can remove several. ### Payments 5 - **Create Payment** Records a payment against a client or a supplier and posts it to a bank account. The designation decides whether it is money in or money out. - **Get Payment** Reads one payment by its identifier, including how it is allocated. - **Search Payments** Searches payments by client, supplier, or allocation state. The check that stops a flow chasing something already settled. - **Delete Payment** Deletes a payment, which also unallocates it from any invoice it was applied to. - **List Payment Methods** Lists the payment method codes available on the account, which is what a payment's method has to be one of. ### Banking 5 - **List Bank Accounts** Lists the bank accounts, which is where the nominal code a payment or bank transaction needs comes from. - **Get Bank Balances** Reads the current balance of bank accounts by nominal code. - **Search Bank Transactions** Searches the transactions of one bank account. The answer carries the account's own metadata alongside the rows. - **Create Bank Account** Creates a bank account, optionally with an opening balance. - **Create Bank Transaction** Records a transaction on a bank account. The duplicate filter is on by default, because QuickFile will otherwise accept the same statement line twice. ### Journals and Ledger 6 - **Create Journal** Posts a manual journal. Each line carries either a debit or a credit inside its Amount block, and the totals are added up before the journal is sent. - **Get Journal** Reads one journal by its reference. Journals are addressed by reference rather than by a numeric identifier. - **Search Journals** Searches journals within a date range. - **Delete Journals** Deletes journals by reference. It takes a list, so one call can remove several. - **Search Ledger** Reads the transactions posted to one nominal ledger account, with the account's net value alongside them. - **List Nominal Ledgers** Lists the chart of accounts within a code range, which is where the nominal code every line references comes from. ### Reports and Documents 2 - **Get Report** Runs a report: aged debtors or creditors, the balance sheet, the chart of accounts, profit and loss, VAT obligations, or subscriptions. - **Upload Document** Uploads a file into the document manager as a receipt, fetching it from a URL and encoding it for the JSON body. ### Projects 3 - **Create Project Tags** Attaches project tags to a record, which is how work is grouped across invoices, purchases, journals, and bank transactions. - **Delete Project Tags** Removes project tags from a record. - **Search Project Tags** Searches project tags, which is how the records belonging to a project are found. ### Account 3 - **Get Account Details** Reads the account behind the credentials, including its daily API allowance. The quickest way to confirm a connection works before a batch starts. - **Search Events** Searches the account event log within a time window. QuickFile does not let an integration register for webhooks, so this is the polling alternative every scheduled flow is built on. - **Create Note** Adds a note to a client or supplier record, which is how a flow leaves a message for whoever works the account next. ## Frequently Asked Questions ### What can FlowRunner do with QuickFile? FlowRunner agents can run Create Invoice, Get Invoice, and Search Invoices in QuickFile, plus 51 more actions. ### Does connecting QuickFile to FlowRunner require OAuth? QuickFile uses a custom authentication method to connect to FlowRunner. ### Can QuickFile trigger a FlowRunner workflow automatically? QuickFile doesn't currently expose triggers in FlowRunner. It connects as an action step inside workflows started by another trigger. **Work at QuickFile?** This integration exposes QuickFile to AI agents on every FlowRunner plan, including through MCP, at no cost to you. [See what FlowRunner offers integration partners](https://flowrunner.ai/integrations/partners), including how to keep this page current. --- Markdown version of https://flowrunner.ai/integrations/quickfile. Site index: https://flowrunner.ai/llms.txt