28 POs a day = 5 hours of clerk time. SideQuest does it in 12 minutes.
Reads POs from Gmail, matches every line against your QuickBooks catalog, flags pricing mismatches, and drafts the Estimate. You review before submit. Built for distributors handling 25-3,500 POs/month on QBO. Calculate your time saved →
Free forever for 25 POs/mo · Paid plans from $29/mo · No credit card
Also serving: QuickBooks Desktop beta · Odoo distributors · ProAdvisor partner program
This is the actual product running through a $283K industrial PO — Gmail to draft Estimate, dashboard to AR sweep. No signup, no email.
Or jump straight to the matcher · the dashboard · the AR sweep
Each PO arrives as a PDF, scan, or handwritten fax. Someone copies every line into a draft order in QuickBooks, double-checks the catalog, applies the right contract price, and finally clicks submit. At 50 POs a day, that's a full headcount of copy-paste work. SideQuest does the building part. You still own the submit click.
Per inside sales rep, fully loaded. Multiply by 200 to 1,000 POs a month and the bill runs $30K to $300K a year in pure data entry.
Wrong SKU, wrong quantity, wrong price. Each error becomes a chargeback, a returned shipment, or a customer service call.
EDI providers and AP automation suites require 6 to 12 week implementations and IT teams. Out of reach for the mid-market distributor.
Setup takes about 30 minutes the first time. Two ways to do it: read the four steps below, or paste our install prompt into Claude Desktop and Claude walks you through every step on-screen. After setup, every future PO is one conversation with Claude, using the same free Claude Desktop app you'd download for any other reason.
One command on Mac, one double-click on Windows. The installer creates an isolated Python environment. No IT or admin password needed.
The quick start walks both OAuth sign-ins, one per app: QuickBooks via Intuit's OAuth Playground, Gmail via your free Google Cloud project. Tokens stay on your computer, never on our servers.
Any email with the purchase-orders label is in-scope. Use a Gmail filter to auto-apply it from your top senders.
"List my incoming POs and draft estimates." Claude builds each draft order inline, you edit by chat, then ask Claude to submit. The Estimate appears in QuickBooks. Nothing posts without your say-so.
Three sides of the same workflow live inside one connector. POs come in from email and become QuickBooks Estimates. Confirmations and quotes go out as Gmail drafts you click send on. AR Assistant pulls open invoices from QuickBooks and drafts the follow-ups to chase them. Same install, same Claude Desktop chat, same per-PO economics. Generic AP automation doesn't understand a 1/2-inch NPT brass elbow. SideQuest does.
Typed POs, scanned PDFs, handwritten faxes. The connector handles all three with around 95% accuracy on legible scans.
Five-step match cascade: exact SKU, customer cross-reference, partial-SKU substring, description match, then fuzzy combined — anything still unresolved routes to the human review queue. Catches misspellings, dropped prefixes, and abbreviations.
"6 inch," "6 in," "6"," "1/2 ft," and "0.5'" all point at the same elbow in your catalog. The parser converts every common unit (inches, feet, mm, lbs, gallons, miles) and matches against your canonical SKUs. How it works →
Every line compared against your QBO catalog price. PO-higher flagged, PO-lower auto-corrected to catalog (we never silently quote below your price), missing-price filled in from catalog. Every adjustment surfaced on the draft before the Estimate goes out.
Your PO content, your QuickBooks catalog, your customer list — all stay on your computer. We see only counters.
SideQuest builds the draft order, then waits. You review it in Claude, edit by chat if anything's off, then tell Claude to submit and the Estimate gets written into QuickBooks Online. On paid tiers, opt-in auto-submit lets clean drafts flow into QuickBooks without your sign-off. Auto-submit only writes the Estimate into QuickBooks; it does not send anything to your customer. What auto-submit does and doesn't do →
SideQuest pulls every open invoice from QuickBooks Online, buckets them by aging, drafts a follow-up email per customer in Gmail. You review, click send. Six gentle-to-firm escalation tiers. Solo and above. See how AR Assistant works →
SideQuest reads the same email-and-PDF flow across every distributor category, with matcher logic that handles each one's catalog quirks. Open the page for your vertical to see the specifics.
Compressors, refrigerant lines, condenser coils. Tonnage and BTU specs in descriptions. Contractors on net-30 plus COD walk-ins.
PEX, copper fittings, water heaters, valves. NPT, MIP, FIP thread specs in PN suffixes. Job-site ship-to addresses different from billing.
Conduit, breakers, panels, EMT. NEMA configurations and UL listings in line text. 40-line residential rough-in POs stop costing typing time.
Case packs, gallons, dispenser refills. Same chemical, five pack sizes, five SKUs. BSC reorders match learned-rules path.
Bearings, fasteners, belts, abrasives, cutting tools. OEM-to-house cross-reference tables read on every match. 50,000-SKU catalogs handled.
Reps email field orders from their phone using a one-shot template. SideQuest treats them as inbound POs. Order desk reviews + submits.
Free tier processes 25 POs per month with no credit card. Paid tiers add auto-submit, reply drafts, customer risk gate, quotes, and cross-reference uploads.
Solo at $29/month pays for itself if you save one hour a week of CSR time. See the full pricing page →
The SideQuest connector runs on your computer (Mac or Windows). Your purchase orders, your QuickBooks catalog, your customer list, and your pricing never reach our servers. We are the only PO automation tool you can install with no compliance review.
No. The setup is one Terminal command and two browser sign-ins. We built a self-serve install prompt you paste into Claude Desktop — Claude takes the role of an implementation specialist and walks you through every step. About 25 minutes start to finish. If anything goes wrong, email [email protected] and we respond same business day.
No. The core product runs as plain software on your computer. Handwriting recognition is the only AI-touching feature, it's optional, and it costs about $0.20 per month if you use it.
Currently QuickBooks Online only. A Desktop bridge is on the roadmap. If you need it now, email us and we will move your account to the front of the queue.
Yes. One license covers your whole company. Two setup patterns: one shared-inbox operator on a Mac or Windows PC, or each rep running the connector on their own machine with their own Gmail. Usage counts toward the same monthly quota across all installs.
Soft warning at 80%, grace window at 100%, and a polite block at 125%. You will never get cut off mid-batch. Upgrade with one email reply.
Yes. Cancel by email anytime, no contracts. The first 30 days of any paid plan are refundable, no questions asked.
Free tier processes 25 POs per month, no credit card. Email goes in, license token comes back in your inbox within minutes, you install the connector with Claude in 10 minutes.
Start freeOne command handles the clean ones; the rest stack in a single review queue.
PositioningAnthropic shipped Claude for Small Business with a native QuickBooks connector. We're the distributor-specific layer on top.
EngPer-page price, accuracy on bordered tables. Azure DI primary + Sonnet vision rescue.
