QuickBooks Automation for
Service-Based Businesses

The AI assistant that handles your QuickBooks, so you can get back to business.


Save money on bookkeeping in QuickBooks

Automate bookkeeping without migrating away from the standard accounting software for small-to-medium business

Cost-Saving Reduce or eliminate bookkeeping costs by automating entries via integrations with Stripe, bank accounts, etc.

Accurate Ensure 100% data accuracy by removing the human element from bookkeeping.

Easy Continue using QuickBooks, the standard for small-to-medium business, to avoid costly migrations and training.


Ditch spreadsheets for dashboards

Make smarter decisions driven by the same data used in your financial reports

Automated Enjoy install-and-forget integrations to keep numbers up to date for daily decision making.

Simple Upgrade your knowledge with easy-to-understand metrics and charts and helpful explanations for non-numbers people.

Unified Use the same verified data for bookkeeping and analytics to keep finance, marketing, and product on the same page.


Make better decisions with better data

Supercharge your decision making with comprehensive metrics computed from verified data

Comprehensive Operate optimally with financial, customer, marketing, and conversion metrics.

Centralized Leverage data from Stripe, media platforms, bank accounts and credit cards, and Google Analytics 4, in one dashboard.

Granular Glean insights into product and plan level performance.

Integrated Partners:

Free

Comprehensive analytics for early-stage businesses


$0

Includes:

  • Simple, powerful analytics dashboard

  • Revenue, customer, marketing, and conversion metrics

  • Stripe, Meta, Google Ads, and Google Analytics integrations

  • Unlimited users

Premium

Automated accounting and analytics for growing businesses


Coming Soon

Everything from Free, plus:

  • Automated bookkeeping in QuickBooks

  • Auto-categorization of journal entries

  • Margin, unit economics, burn, runway, and net profitability metrics

  • Bank account and credit card integrations