› Product · Live
Talk to your QuickBooks Online books.
Real answers, live from your QuickBooks data, in plain English. AR, AP, cash flow, customers, vendors — answered without you building a single report.
› demo video
Coming soon
› What you can ask
Things people actually ask.
- Which customers are actually most profitable once I factor in how much it costs to serve them?
- Get me ready for tax season — what's uncategorized, missing a receipt, or looks off?
- Find every duplicate or suspicious transaction in the last 90 days.
- Build me a P&L for just my online sales channel.
- Which expenses crept up the most this year, and where could I realistically cut?
- Compare this quarter's margins to last year by product line.
- Draft next month's budget based on the last six months of actuals.
- Reconcile last month and flag anything that doesn't match.
› What's next
Where the QBO integration is going.
Live
QuickBooks Online — core
Customers, vendors, invoices, bills, payments, accounts, reports. Read and act on live data.
Coming soon
QuickBooks Payments
Payment status, settlement timing, dispute and refund signals. Building on first customer engagement.
QuickBooks is one example of what we connect. The same approach works against your inventory system, your CRM, your ERP, your custom systems.
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