QuickBooks AI Chat

Ask your QuickBooks data anything —
in plain English.

Stop wrestling with QB report customization. Stop emailing your accountant for one-off questions. Stop exporting to Excel just to filter the data. A real QuickBooks AI assistant lets you ask your QuickBooks data anything, in plain English, and get an instant answer with the chart or table you need.

See it in action → Talk to us
What it looks like

Real questions. Real answers from your QB data.

A taste of the kinds of questions our clients ask their data every day — real QuickBooks data analytics in conversational form. Each gets answered in seconds, with the chart, table, or breakdown that fits the question.

You
What were our top 5 customers by revenue last quarter?
AI
USC AI
Here are your top 5 customers by revenue for Q1 2026, totaling $1.84M (24% of total Q1 revenue):
1. Apex Manufacturing$487,200
2. Riverside Distribution$412,800
3. Greenfield Builders$364,500
4. Coastal Industries$298,100
5. Metro Supply Co.$278,400
You
How are our AR days trending compared to last year?
AI
USC AI
Your average Days Sales Outstanding is trending up — 41 days currently vs. 34 days same time last year. The biggest driver is two large customers (Apex and Greenfield) who've shifted from net-30 to consistently paying around day 50. Want me to break that down further?
You
Which inventory items haven't moved in 90+ days but are over $10K in value?
AI
USC AI
Found 7 SKUs that match — total tied-up value is $147,300. The biggest culprits are 3 specialty fittings from a 2024 project that's no longer active. Should I generate a write-off candidates list?
How it works

Three reasons this actually works.

Plenty of "AI chat" demos look amazing and fall apart in real use. Here's why ours doesn't.

01 / YOUR DATA

Grounded in your QB data

Not a generic AI guessing answers. Our QuickBooks AI assistant is wired to query a continuously-updated copy of your real QuickBooks data — every answer traces back to your books.

  • Trained on your schema
  • Citations on demand
  • No hallucinations
02 / CHARTS

Charts & tables on demand

Ask for "a chart of monthly sales" and you get a chart. Ask for "list of overdue invoices" and you get a table. The AI picks the right visualization for the question.

  • Auto-formatted output
  • Export to Excel / PDF
  • Save for later
03 / PRIVATE

Your data stays your data

Deployed on your dedicated virtual server. Your QB data doesn't get used to train anyone else's AI. Privacy-first architecture from day one.

  • Dedicated infrastructure
  • Role-based access control
  • Full audit logs
Who this is for

Built for owners and operators —
not accountants.

If you can ask a question, you can use this. No training required. No accounting jargon needed.

1

Owners

The whole business in your pocket. Ask questions during meetings, on the road, in the warehouse. Get answers in seconds.

2

Operations

"What did we sell yesterday?" "What's pending in inventory?" "Who hasn't paid?" Day-to-day operating questions, answered instantly.

3

Sales leaders

Customer rankings, sales-rep performance, deal pipeline vs history. Track your team's numbers without bothering accounting.

4

Finance teams

Skip the report-builder. Skip the export-to-Excel. Ask the question, get the answer, move on to higher-value work.

Stop building reports.
Start asking questions.

Book a free 30-minute demo. Show us your QuickBooks setup, tell us the questions you wish you could answer instantly. We'll show you what it looks like to ask your QuickBooks data anything — an AI chat layer built specifically for your business.

Schedule your free demo → See dashboards in action