Connect QuickBooks Online once per client. Virtuous Insight syncs and reconciles the books to the cent, turns them into live dashboards you both work from, and answers questions with an AI assistant that only speaks from real figures.
From the moment a client’s QuickBooks connects to the moment their report pack goes out, everything runs in Virtuous Insight — with the accuracy checks a firm actually needs.
Overview, Profitability, Cash Flow, Balance Sheet and Bookkeeping — rebuilt from your books on every sync.
Every chart bar, balance-sheet row and KPI opens the underlying entries — no exports, no guessing.
Ask questions in plain English. Answers come only from your synced data through read-only tools.
Configurable PDF and Excel packs assembled from the reconciled statements — pick sections, export, send.
An ensemble model blended with your booked open invoices and bills, so near months are grounded in reality.
Mandatory authenticator two-factor, tenant isolation enforced in the database, and an audit trail on every action.
Set it up once per client. After that, the books stay current on their own.
Create a client and authorize their QuickBooks Online company once. History imports automatically.
Monthly statements and every transaction sync in, then get cross-checked — the portal ties to QuickBooks to the cent.
You and your client work from the same live numbers, and the assistant answers questions straight from the books.
Assemble the month-end report pack and export it as PDF or Excel — signed off and client-ready.
Every design decision starts from one rule: what the screen shows must tie to QuickBooks.
Many clients, separate data, shared team, one login — with per-client roles and a firm-set permission ceiling.
Displayed totals come from stored QuickBooks report snapshots and reconcile to the cent, continuously.
Months that don’t tie out, clearing-account residue and stale banks surface on the Bookkeeping page with the exact postings behind them.
Invite client users with scoped roles — they get the same live dashboards, not a stale PDF.
Connect QuickBooks and the backfill does the rest — chart of accounts, entities, statements, transactions.
Add your whole team on any plan. Plans differ by client count, not by how many people can log in.
Connect QuickBooks Online once per client and the books flow in — history first, then every change.
Every plan includes your whole team, all dashboards, and a 14-day free trial — no card needed.
Try it on one set of books
For growing bookkeeping practices
For established multi-client firms
Anything else, ask — a person answers.
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.
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.
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.
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.
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.
Set up your firm in minutes: connect a client’s QuickBooks, watch the books reconcile, and share a dashboard instead of a spreadsheet.
Start your free trial