Your QuickBooks reports, easier to use.
Make it easier to review profit, cash flow and unpaid invoices. We organize your QuickBooks data into reports you can use in day-to-day decisions. We'll confirm how your version connects and how often the data updates.
✓ Works with Online & Desktop ✓ Read-only — bookkeeper-friendly ✓ Timeline confirmed before work starts ✓ Fixed published pricing
Sound familiar?
If you rebuild the same spreadsheet after every QuickBooks export, we can help. We organize the reporting and automate the steps your version supports. QuickBooks Desktop may still need a scheduled export or upload.
- Someone exports QuickBooks reports into Excel every week just to make them readable.
- You find out about a bad month when your bookkeeper closes it — weeks later.
- "Who owes us money?" takes three clicks, two filters, and a phone call.
- Budget vs. actual lives in a spreadsheet nobody trusts.
- P&L, cash, and AR aging live on one screen — on your phone.
- Data updates on the schedule agreed for your project.
- Overdue accounts flagged automatically, ranked by amount and age.
- A monthly financial summary emails itself to you (and your accountant).
What we build
The QuickBooks Dashboard Package — every piece defined in plain English, calculated the same way every time.
P&L reports
Revenue, margins, and expenses with budget vs. actual — updated on your agreed schedule.
Cash flow view
Where cash stands, where it's heading, and the big bills coming — before they're a problem.
AR & AP aging
Who owes you, who you owe, and how long it's been — with overdue accounts flagged automatically.
Monthly summary email
A scheduled financial report that generates and delivers itself to you, your partner, or your accountant.
Drill-down to detail
Use the detail views included in your project to review supporting transactions.
Your own secure database
Isolated per client, least-privilege roles, and a dedicated audit layer recording access and changes — built for healthcare data first.
How it works
We agree on the connection, build the reports and set the update schedule. QuickBooks Online uses its API; Desktop may require an export or upload.
We connect QuickBooks
Online connects through its API; Desktop uses an export workflow agreed during setup. Read-only access — nothing in your books is touched.
We build your dashboard
P&L, cash, and AR views built around your chart of accounts and your budgets — reviewed with you before launch.
We keep the reporting running
We monitor the agreed connections and maintain the reports. If your setup needs an exported file, we explain who supplies it and when.
Straightforward pricing
A defined reporting package, with the connection method and update schedule confirmed before work starts.
- P&L reports with budget vs. actual
- Cash flow + AR/AP aging dashboards
- Scheduled monthly financial email
- Hosting and the agreed data update schedule
- Support from a real analyst — no ticket queue
- Timeline agreed before the build
Setup covers the one-time work: connecting QuickBooks, building your private database, and designing your dashboards. Monthly keeps it all running. Need more sources or pages later? Upgrade any time — setup is never re-charged for what's built.
Month-to-month and longer terms
Month-to-month service is available. Ask for a written quote if you prefer a longer agreement, including its full cost and cancellation terms.
📗 Bookkeepers & CPAs: partner with us
Your clients ask for "better reports." We build the dashboard layer; you keep the books — we never touch ledger work, and we send bookkeeping-only leads back your way. Let's talk →
This QuickBooks package has its own scope and build price. The general estimate builder prices custom reporting projects; your written quote confirms the package details and any extra work.
QuickBooks dashboard FAQ
If something isn't here, the free review is the fastest way to a direct answer.
Does this work with QuickBooks Desktop or only Online?
Both. QuickBooks Online can connect through its API. Desktop uses an export workflow. We confirm what is practical for your version during the review.
Will this disturb my bookkeeper's workflow?
We do not write changes to your books. QuickBooks Online connects through its API; Desktop may require an export or upload. We'll agree on any steps your bookkeeper needs to take before setup.
What reports are included?
P&L reports with budget vs. actual, cash flow view, AR and AP aging, and a scheduled monthly financial summary email. Additional pages — sales by customer, class- or location-level reporting — can be added to any plan.
How much does it cost?
A one-time build of $1,250 plus monthly service from $77. Your written scope confirms the reports, connection method, update schedule and any additional work.
Do I have to sign a long contract?
Month-to-month plans are available. Longer agreements have their own pricing, cancellation terms and setup-fee repayment conditions.
How long does setup take?
That depends on the number of sources, the condition of the data and the reports you need. Your written scope will include an expected timeline.
Is my financial data secure?
Yes. Your data lives in its own isolated database with role-based access, least-privilege roles, and a dedicated audit layer recording access and changes. The platform was built for healthcare data first, so security isn't an add-on.
Can you also combine QuickBooks with our POS, time clock, or CRM?
Yes — that's our specialty. Start with the QuickBooks package, then add sources like Square, Shopify, Stripe, ADP, or HubSpot so labor, sales, and financials live on one screen. See all the sources we connect.
Have a report in mind?
Tell us what it does, how you update it and where it falls short. We'll follow up to arrange a free reporting review.