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