QuickBooks

Create the customer and first invoice in QuickBooks when a deal is won.

When a deal moves to Won, Thatcher can create the customer in QuickBooks Online and draft the first invoice with the products and seats on the deal.

Your finance team reviews the draft before anything is sent.

What syncs

Customers created on Won
Draft invoices from the deal
Finance approves before sending

More integrations

See all 16

Gmail

Every thread with a contact on a deal lands on that deal, from the first reply.

Microsoft Outlook

The same inbox filing for Microsoft 365 and Exchange Online.

Google Calendar

Meetings show on the deal, and a booked meeting stops the sequence.

Bring your pipeline. We will move it over for you.

Send us a CSV or connect HubSpot, Pipedrive or Salesforce. Your deals, contacts, notes and emails arrive the same day, and your team runs its first Monday review in Thatcher.

Import your pipeline

14 days free. No card needed.

Import your pipeline