AI Analytics for QuickBooks —
built on the data you already have.
QuickBooks runs your business. But the QuickBooks AI features that ship in QB today only scratch the surface — getting real answers out of your books (daily briefings, real-time dashboards, plain-English questions, QuickBooks automation that actually fits your workflow) is something QB was never built to do alone. That's where we come in. Custom-built QuickBooks AI analytics on top of your data. Live in 4-6 weeks.
QuickBooks gives you data.
It doesn't give you answers.
If you've ever exported a QB report to Excel just to make it readable, you know the problem. Here's what QuickBooks doesn't do — and what we build instead.
Your whole business in one glance
Real-time QuickBooks data analytics — sales, AR, AP, inventory, cash position — all your KPIs from QuickBooks pulled into one live dashboard. Updated continuously. Accessible from anywhere.
- Real-time sync from QB
- Mobile-friendly views
- Multi-company support
Daily & weekly briefing reports
An AI-written summary of your business in your inbox every morning. No login required. Read it on your phone with coffee.
- Auto-emailed at your time
- Plain-English summaries
- Flags what changed
Ask your QB data in plain English
"Who are our top 10 customers by revenue this year?" Get instant answers with charts. No reports to build, no SQL, no accountant required.
- Natural-language queries
- Charts & tables on demand
- Cited from your real data
Works with the QuickBooks you have today
QuickBooks automation, dashboards, and AI work the same way regardless of edition — we connect to QuickBooks Desktop (Pro, Premier, Enterprise) AND QuickBooks Online. Any recent version. No upgrade required.
Every part of QuickBooks — turned into intelligence.
Whatever lives inside your QuickBooks, we can extract for AI analytics, dashboards, alerts, briefings, or AI-chat-ready data sources. This is QuickBooks data analytics taken seriously.
Sales & Revenue
Customer-level revenue, product-level margin, sales-rep performance, seasonality patterns, year-over-year comparisons — all from your QB transactions.
AR / AP & Cash Position
Aging by customer and vendor, DSO and DPO trends, who owes you what right now, cash-on-hand projections, payment patterns by client.
Inventory
Stock-on-hand by SKU and location, turn rates, dead-stock alerts, reorder-point monitoring, days-of-supply forecasting, slow-mover identification.
Payroll & Custom Fields
Payroll cost trends, department-level breakdowns, custom fields you've added, classes, locations, jobs, projects — if QB tracks it, we can analyze it.
Multiple paths into QuickBooks.
Whichever fits your setup.
We're agnostic about the method — we use whichever works best for your specific QuickBooks deployment, hosting environment, and data needs.
QB Online API
For QuickBooks Online customers — Intuit's official OAuth-authenticated REST API. Real-time, cloud-to-cloud.
QB Desktop SDK
For Desktop installs — the official SDK reads directly from your company file. Scheduled or event-driven.
QODBC Driver
For SQL-based extraction — exposes your QB Desktop file as a queryable database. Powerful for complex pulls.
Direct Database
For hosted setups or custom deployments — direct read access to the underlying database. Fastest extraction path.
From "I want this" to "this is live" in 4-6 weeks.
No enterprise BI tool. No army of consultants. Just a custom solution built on your QuickBooks data, deployed on a virtual server we host and maintain.
Discover
Free 30-minute call. Show us your QB setup, tell us what you wish you knew, we tell you what's possible and what it'd cost.
Design
Fixed-fee proposal. Specific dashboards, briefings, AI chat scope. Setup fee + monthly subscription for hosting & support.
Build
We extract, model, and visualize your data on dedicated virtual infrastructure. 4-6 weeks typical.
Support
Monthly subscription covers hosting, monitoring, retraining as your business changes, and ongoing enhancements.
Ready to turn your QuickBooks
into a competitive advantage?
Book a free 30-minute consultation. Show us your QuickBooks setup, tell us what you wish you could see, and we'll show you a path to live dashboards, briefings, and AI chat — QuickBooks AI features built specifically for your business, not generic templates.