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.
Connect Ledger-IQ

Invoice-IQ reads purchase orders and suppliers from your Ledger-IQ organisation and posts approved invoices back to it. Create an API key in Ledger-IQ under Settings → Organisation.

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