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Ask Your ERP for QuickBooks Enterprise

Plain-English questions over QuickBooks’s own data, answered to the penny with a governed read-only query, every figure tied to the rows behind it, every question logged with a name.

Finance & reportingUpdated Oct 202620 ERPs

See it work on QuickBooks.

Click through the steps. Fictional data, in QuickBooks’s terms; the real thing runs on QuickBooks.

Ask · Sam Okafor, 6:02 am
Illustrative

Which accounts are more than 90 days beyond their terms, by salesman?

Five accounts, $76,792.50 in total. Three belong to Rick Alder.

SalesmanCustomerBeyond termsBalance
R. AlderBayview Decks118 days$31,240.15
R. AlderOak Hill Builders104 days$9,870.00
R. AlderFerry St Renovations97 days$12,402.35
T. NguyenShoreline Electric101 days$12,980.00
T. NguyenGranite Peak Builders95 days$10,300.00

5 rows from QuickBooks’s open items, aged on each account’s terms · read at 6:02 am · query shown below

A governed, read-only query over the open items, aged on each account’s own terms. The rows come back with the answer.

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The problem, as it happens in QuickBooks.

The number exists in QuickBooks. Getting it means knowing which screen, which report, which filter, or asking the one person who does and waiting until they’re free.

So people keep their own spreadsheets, and three versions of last month’s sales circulate on Monday.

How it works.

  1. 1

    Ask in English

    Open accounts over ninety days by salesman. Drywall sales this month against last. What we paid a vendor in the third quarter.

  2. 2

    A governed, read-only query

    Written against curated knowledge of QuickBooks’s tables and terms codes, checked by a governor: select only, single statement, row-capped.

  3. 3

    The answer, cited

    The figure, the table behind it, and the query, so anyone can check it. Validated against QuickBooks’s own screens during setup.

  4. 4

    Export or automate

    Excel or PDF in one click. Save the question as an automation and have it in your inbox every Monday.

How it connects to QuickBooks.

Lunica reads QuickBooks through the QuickBooks SDK on the machine that hosts the company file, under a read-only connection: the customer record, open items, invoice history, purchase orders and receipts, the item list, whatever the question needs. Each query is written against curated knowledge of QuickBooks’s tables and terms codes, so an account on Net 30 ages from end of month, and runs as a single select capped at a row count. The model sees the question, the schema context and the rows behind the answer, never the whole database.

Nothing is written to QuickBooks by Ask, and nothing is sent on its own. The governor allows one read-only select per question and refuses everything else. An export is a file a person downloads; a saved question goes only to the inbox of the people you named. If an answer leads to a change, a credit limit, a price, a count, that change is keyed by your team in QuickBooks, never by a query.

What a week looks like.

  • The number comes from the system of record, not a spreadsheet.
  • Every answer shows its work.
  • Every question is logged with the user’s name.
  • Monday’s report writes itself.

Questions

Can it change anything in QuickBooks?

No. Every query passes a governor that allows a single read-only select and nothing else.

Is it accurate?

Answers are validated against QuickBooks’s own screen values during setup, and every figure links to its rows so you can check.

Who can use it?

Anyone you give an account. Read-only accounts can ask; only named users can send or act.

Which QuickBooks data can it see?

Whatever the read-only account is granted: the customer record, open items, sales history, purchasing, inventory. The scope is set at onboarding and can be narrowed per user.

Does it run on our server?

Yes. Lunica runs on one Windows server inside your network, beside the company file, and every query runs there against the QuickBooks SDK on the machine that hosts the company file, under a read-only connection.

Does our data train anything?

No. The model sees the question and the schema context it needs, and nothing is used for training.

Does it need a server?

Lunica runs on one Windows server inside your network, beside the company file, set up and maintained by Lunica. It reads QuickBooks Enterprise through the QuickBooks SDK on the machine that hosts the company file, under a read-only connection. There is no inbound connection from outside your network.

What does Lunica read in QuickBooks?

The customer record, open items and terms, purchase orders and receipts, the item list, quotes and order history, as each workflow needs them. Read-only, and only the rows a task is about.

Can it post to QuickBooks?

Nothing lands in QuickBooks without a person. What belongs in QuickBooks goes back as the QuickBooks SDK where it allows, or keyed by your team from what Lunica prepared.

What about our documents?

Invoice copies and scans keep living in the attachments on the transaction. Lunica reads them when a workflow needs one and never writes to them.

The same workflow, on another ERP.

Ask Your ERP is written for every system on the list. You’re reading the QuickBooks version.

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