QuickBooks is where the books live, so most agents touch it. The bookkeeping agent can read transactions and propose categories, the invoice agent can prepare bills for entry, and the forecast agent can read balances and open items. The site notes that we build on QuickBooks with two-way sync. In plain terms, work done by an agent shows up in your books, and changes your team makes are seen by the agent.
Day to day, a bookkeeper might see a short list of flagged transactions with the agent's best guess beside each. They confirm or change it, and QuickBooks reflects the result. Over time the guesses improve because the agent keeps the client's rules. Your team keeps full control over what is booked and how.
Check the basics first. A consistent chart of accounts, up-to-date bank rules and clear naming mean the agent starts from a clean place. None of this is complicated, but doing it first makes the early weeks smoother and the agent's first suggestions better.
If a file has years of unresolved items, an agent will not fix history on its own. A catch-up project comes first, led by your accountants. Access follows least privilege, and every change can be traced in the audit log. Measure it by how many entries needed correction and how long month-end review takes.