Connect your QuickBooks Online account and let the engine do the prep work. Sync transactions, get a rule-matched category and vendor for each one based on your prior coding, approve, then push updates back to QBO — you stay in control of every entry.
Keep using QuickBooks for what it does well. Let the deterministic engine handle the categorization, tax calculations, and compliance work that QBO can't do on its own.
Secure OAuth 2.0 connection to your QBO account. No passwords shared, no manual setup. Connected in under 2 minutes.
Pull transactions from QBO on a schedule. Get suggested categories and vendors based on your prior coding, approve, then push updates back.
The same deterministic engine that powers the Standalone GL. Pattern matching, vendor assignment, match-confidence scoring — applied to your QBO data.
Schedule C, SE, and Form 4797 generated directly from your QBO data. IRS-compliant PDFs ready for filing.
Profit & Loss, financial dashboards, and ratio analysis powered by your QBO data. Insights QuickBooks doesn't give you.
OAuth 2.0 with Intuit's API. Your credentials never touch our servers. Encrypted connections, token-based access.
Create a client, choose QuickBooks Online mode, and authenticate with your Intuit account. Done in 2 minutes.
The engine pulls your transactions, assigns categories and vendors using rule matching, and gains new rules from your corrections over time.
Push categorizations back to QBO, generate Schedule C and tax forms, run financial reports — all from one place.
Connect your QBO account and let the engine handle categorization, tax forms, and compliance. 7-day free trial, no credit card required.
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