Drill down to the transaction
Every chart bar, statement row and KPI opens the entries behind it. Filter by type, date, amount or counterparty — or search everything with Ctrl+K.
$0.00difference to QuickBooks on every total you see
5 dashboardsrebuilt from the books on every sync
1 loginfor your whole team, across every client
$0 per seatplans are priced by clients, never by people
Accuracy
Numbers you can put your name on.
Everything on screen comes from stored QuickBooks report snapshots and is re-checked on every sync. When something doesn’t tie, you see it — with the exact postings behind it.
- Displayed totals reconcile to QuickBooks to the cent
- Months that don’t tie out are flagged, never smoothed over
- Clearing-account residue and stale bank feeds surface on the Bookkeeping page
Month-end tie-outAugust 2026 · Harbour & Pine Joinery
Ties outLinePortalQuickBooksDiff.
Revenue146,250.00146,250.000.00
Cost of sales87,750.0087,750.000.00
Gross profit58,500.0058,500.000.00
Operating expenses48,640.0048,640.000.00
Net profit9,860.009,860.000.00
Closing cash249,630.00249,630.000.00
Difference$0.00
Clearing account holds $412.503 postings since Aug 14 · flagged on Bookkeeping
ViewProduct
One portal for the whole month-end.
Five live dashboards — Overview, Profitability, Cash Flow, Balance Sheet and Bookkeeping — plus the tools that get each month out the door.
An assistant that knows the books
Ask in plain English. Insight AI answers only from your synced figures through read-only tools — and says so when the data can’t answer.
Cash forecast with known items
An ensemble model blended with booked invoices and bills, so the next few months start from what’s already on the books.
Client-ready report packs
Pick the sections and export a branded, month-stamped PDF or Excel pack straight from the reconciled statements.
Projects, classes & locations
Slice the dashboards by QuickBooks project, class or location — project figures match QuickBooks’ own profitability report.
How it works
Four steps to a client-ready month.
Set it up once per client. After that, the books stay current on their own.
- Step 01
Connect QuickBooks
Add the client and authorize their QuickBooks Online company once. History imports automatically.
- Step 02
Sync & reconcile
Monthly statements and every transaction sync in, then get cross-checked against QuickBooks to the cent.
- Step 03
Work from live numbers
You and your client share the same dashboards, and the assistant answers questions straight from the books.
- Step 04
Send the pack
Assemble the month-end report pack and export it as PDF or Excel, ready for the client.
Your firmAdmin · Finance · Manager
HPHarbour & Pine Joinery
QuickBooks synced
Your teamManager
ClientAdmin
NDNorthgate Dental
QuickBooks synced
Your teamFinance
ClientEmployee
KCKettle Creek Farms
QuickBooks synced
Your teamManager
ClientAdmin
Client users stay within the ceiling you set
Built for firms
Every client in one place. Each one kept apart.
Organized the way a practice works: your firm, your clients, and the people on both sides — with access you control.
One login for your team
Staff get firm-wide or per-client access, all from a single sign-in.
Your client sees what you see
Invite client users into the same live dashboards — not a stale PDF.
Roles you define, limits you set
Roles are bundles of permissions, and client users never exceed the ceiling you set for their company.
Priced per firm, not per seat
Add your whole team on any plan. Plans differ by client count only.
Security
Security your auditor will like.
Financial data deserves more than a password. Every layer is locked down by default — for every firm, on every plan.
Two-factor for everyone
Authenticator-app codes on every sign-in — Google Authenticator, 1Password, Authy.
Isolation in the database
Row-level security keeps each firm’s and each client’s data apart.
Encrypted at rest
QuickBooks tokens and authenticator secrets are sealed with AES-256-GCM.
Read-only access
The QuickBooks connection and the assistant only ever read your books.
A full audit trail
Every sensitive action lands in an append-only log.
Sessions that expire
Idle sessions end after 30 minutes, and every API is rate-limited.
Pricing
Simple plans, priced by clients.
Every plan includes your whole team and a 14-day free trial — no card needed.
Starter
Try it on one set of books
Free
- 1 client company
- Core dashboards (Overview, P&L, Cash, Balance)
- QuickBooks direct sync
- Transaction drill-downs
- Authenticator two-factor security
Professional
Most popularFor growing bookkeeping practices
$29/month
- 10 client companies
- Everything in Starter
- AI assistant on your real books
- Client-ready PDF & Excel report packs
- Cash forecast with known items
- Bookkeeping health checks
Business
For established multi-client firms
$69/month
- Unlimited client companies
- Everything in Professional
- Custom roles & permission ceilings
- Unlimited staff invites
- Priority support
14-day free trial on every plan · No credit card · Cancel anytime. Trials hold up to 10 client companies; when one ends, nothing is deleted.
FAQ
Answers before the first call.
Anything else, ask — a person answers.
Do I need a credit card to try it?
No. Every plan starts with a 14-day free trial and no card on file, with room for up to 10 client companies while you evaluate. When the trial ends your data stays put — you simply drop to the Starter limits until you upgrade.
Is the QuickBooks connection safe?
The connection is used to read your books — accounts, transactions and reports — via Intuit’s official OAuth. Tokens are encrypted at rest with AES-256-GCM, and you can disconnect (and erase the synced copy) at any time.
Who can sign up?
Accounting and bookkeeping firms. Your clients don’t sign up — you invite them from Settings and control exactly what they can see with roles and a per-client permission ceiling.
How is our data protected?
Mandatory authenticator two-factor for every user, tenant isolation enforced with database row-level security, encrypted tokens, rate-limited APIs, and an append-only audit trail on every sensitive action.
What happens when the trial ends?
Nothing is deleted and nobody is locked out. Your firm moves to the Starter limits (one client company) until you upgrade — every synced book stays intact.
Stop re-typing the numbers. Start reading them.
Set up your firm in minutes: connect a client’s QuickBooks, watch the books reconcile, and share a dashboard instead of a spreadsheet.