

Connect AgencyBloc to Quickbooks and create healthcare automations
Keragon enables you to connect with the most popular software used in healthcare, in a HIPAA-compliant way and with no code required. Make your sensitive patient data interoperable and create healthcare automations to increase revenue & save time.
200+ healthcare companies trust Keragon to build HIPAA-compliant healthcare automations in a secure way
























Connect AgencyBloc and Quickbooks to automate crucial parts of your healthcare organization
Common automation use cases
Automated Invoice Generation for Client Billing:
When a new policy is added in AgencyBloc, QuickBooks automatically generates invoices based on the policy details and client information. This ensures accurate and timely billing, reducing manual entry errors and improving cash flow management for the agency.
Automated Commission Tracking and Reporting:
When commission data is updated in AgencyBloc, QuickBooks automatically records these transactions, categorizing them appropriately for financial reporting. This integration simplifies financial management by providing real-time insights into revenue streams and agent performance, enhancing decision-making.
Automated Payment Reconciliation:
When payments are received and recorded in QuickBooks, the system automatically reconciles these payments with the corresponding invoices generated from AgencyBloc. This automation ensures accurate financial records, reduces manual reconciliation efforts, and provides a clear view of outstanding receivables.

- Get individuals
- Search lead by phone
- Create lead
- Get lead
- Update lead
- Create individual
- Update individual
- Get individual

- Get customer
- Update customer
- Create customer
- Get customers
- Get invoice
- Get invoices
- Get items
Real customers. Real value.
From solo practices, large multi-location clinics and all the way up to NASDAQ-listed digital health companies.