Working in days. Trusted in a week.
Here's exactly what happens from the first login to the moment your team is running orders and outreach through Timo.
Four moments, one week.
Connect QuickBooks
OAuth into your QuickBooks Online, with read and write scopes. Nothing posts until you approve it, even on day one.
Import customers and products
Bring in your customer list and catalog from a spreadsheet. Timo matches them against QuickBooks so the fresh sheet and every invoice start from the same source of truth.
Shadow mode
Timo drafts the fresh sheet and drafts every order as an invoice. You approve everything while it learns your product aliases and customer quirks.
Cruise
Approvals go one-tap. The call list starts pointing your team at the customers worth reaching, and every rewrite you make to a drafted answer or outreach note becomes a lesson Timo applies to the next one.
A day with Timo
This week's fresh sheet is drafted and waiting for a look before it goes out to customers.
The call list flags three accounts worth a call today, each with the evidence attached.
An order comes in and Timo drafts the invoice, ready for a one-tap approval.
The warehouse prints the day's pick sheets and invoices straight from Timo.
You say yes. Timo does the rest.
Every invoice and every customer edit waits for your one-tap approval before it touches QuickBooks. Every fresh sheet waits for a look before it reaches a customer. Timo works alone on the parts that don't change your books or your outbox: drafting, reading, and reconciling. The line between the two never moves without your say-so.
Questions people actually ask.
Does Timo work with QuickBooks Desktop?
Not yet. Timo runs on QuickBooks Online today.
Do my customers need to download an app?
No. They can keep ordering the way they always have, and they get a buyer portal where they can browse, order, and ask questions whenever they want one.
What if Timo gets an order wrong?
Nothing posts without your approval, so a mistake gets caught before it hits the books. You correct it once, and Timo remembers the fix.
Is my data safe?
Your QuickBooks stays the source of truth for your books at all times. Timo reads and writes through the same QuickBooks connection you already trust.
What does it cost?
Pricing is sized to your operation, so we walk through it together at the demo.
How long does onboarding take?
Under a week for most distributors, from the first login to running smoothly on approvals.
Do I have to use the sales and marketing side?
No. Orders and the fresh sheet work alone or together. Most distributors start with orders and turn on the fresh sheet in week two.
Watch it run on your real orders.
Thirty minutes, your catalog, your customers' actual texts.