Real-time insight, built on your QuickBooks Online data
Real-time P&L, cash flow, and custom management reports — so you always know where you stand, without waiting for a manual export.
Real-time P&L and cash flow
See profit and loss and cash flow built directly from your live QuickBooks Online data — no waiting for a bookkeeper to export and reformat a report.
- Always reflects your current QuickBooks Online data
- Drill from a summary number into the underlying transactions
- View by month, quarter, or custom date range
Actual vs. budget and year-over-year
Compare actual performance against budget and prior periods, so variances surface automatically instead of requiring a manual spreadsheet every month.
- Budget vs. actual by account, class, or location
- Year-over-year and period-over-period comparisons
- Variance flagged automatically, not buried in a report
Custom management reports
Build the reports your management team or board actually wants — not just the standard QuickBooks Online output — and refresh them automatically.
- Custom report layouts built on your chart of accounts
- Shareable reports for owners, boards, and investors
- Multi-company consolidated reporting (Professional and above)
Core Financial Reporting, included on Professional
Financial Intelligence builds on Core Financial Reporting, available starting on the Professional plan, so growing teams get real visibility without a separate reporting tool.
- Included starting on the Professional plan
- Works across every connected company on your plan
- No separate export-and-reformat workflow required
Included starting on the Professional plan
Core Financial Reporting is included at $50/month on Professional, with multi-company and custom reporting for larger teams on Enterprise.
Financial Intelligence, answered
Core Financial Reporting, including actual vs. budget and year-over-year analysis, is included starting on the Professional plan and above. Enterprise plans can configure custom reporting for larger teams.
Stop retyping what QuickBooks already knows
Start your free 14-day trial — every plan includes unlimited exports from day one.