Instantly Recognize Callers & View Financial Insights
Access caller details like outstanding invoices, total spending, and payment history in real time.
How it works?
Real-Time Caller Details
During calls, Allô displays customer names, outstanding invoices, and lifetime revenue directly in the app.
Enhanced Follow-Up
Access enriched AI summaries that combine call details with key financial insights from QuickBooks.
Unified Workflow
Stay informed and manage customer interactions without switching between tools.
Features
When integrated with Allô, you can instantly recognize callers and view their financial details, such as names, total invoices, and lifetime revenue.
✅ Speed up responses
✅ Improve service quality
✅ Have real-time financial data at your fingertips during every call
Frequently
asked questions
Does the integration update automatically?
Yes, Allô syncs customer data with QuickBooks in real-time, so your financial details are always up to date.
How do I connect QuickBooks to Allô?
Navigate to the Integrations in the Account menu in Allô, select QuickBooks, and follow the prompts to authorize access to your QuickBooks account.
Is this integration secure?
Absolutely. Allô uses secure authentication methods and does not store sensitive financial data locally.
What customer information is displayed during calls?
You’ll see details like the customer’s name, outstanding invoices, total invoices, and lifetime revenue.
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