Invoice-IQ
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Welcome
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Finance
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Connect
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Email
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Claude AI
Welcome to Invoice-IQ 👋

Let's get your accounts payable automation up and running. This will take about 5 minutes and you can always change these settings later.

Create your admin account

This is what you'll use to sign in to Invoice-IQ going forward.

Which accounting software do you use?

Invoice-IQ will connect directly to your finance system to sync purchase orders and post approved invoices.

Connect QuickBooks Online

You need a free Intuit Developer app to generate OAuth credentials. It takes 2 minutes at developer.intuit.com.

Create an app → select QuickBooks Online and Payments → add the redirect URI below to your app's settings.
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Connect Xero

You need a free Xero Developer app. Create one at developer.xero.com and add the redirect URI below.

Create app → enable Accounting scopes → add the redirect URI to your app's allowed list.
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Configure Sage 50

Invoice-IQ connects to Sage via the SDO (Sage Data Object) API. Sage 50 must be installed on this PC.

Full path to your Sage company data folder.
Turn this off if invoices should go straight to approval without trying to match a PO first — most small businesses that don't raise POs should leave this off.
Connect your invoice mailbox

Invoice-IQ monitors an O365 mailbox for incoming invoice emails. You'll need an Azure App Registration with Mail.Read and Mail.ReadWrite permissions.

Add your Claude AI key

Invoice-IQ uses Claude to read and extract data from invoice PDFs and images. Get your API key from console.anthropic.com — a free tier is available to get started.

Your key is stored locally and never transmitted anywhere except directly to Anthropic.
Invoice-IQ is ready!

Your setup is complete. Head to the dashboard to start processing invoices.

Go to Dashboard
Revisit settings anytime