Turn your QuickBooks data into faster decisions.
Sync QuickBooks into a data warehouse you own, then ask any finance question in plain English - and get the analysis rigid reports never could.
Your books hold the numbers. Getting them out is the hard part.
Reports are rigid
Native QuickBooks reports can't answer the questions you actually have.
Exports are manual
CSV into a spreadsheet, reconciled by hand, every single month.
Data sits in a silo
You can't join your books with Stripe, your CRM, or your ops data.
Multi-entity is painful
Consolidating across files and entities means starting the whole grind over.
A quick number, or a full model.
One synced dataset. Pull a fast figure, or build the model your board deck needs.
Insights on your books, instantly.
Ask in plain English - via Claude or your LLM of choice - and get a number back - no SQL, no exports, no waiting on the month-end report.
The analysis QuickBooks can't do.
Your books in a warehouse you own - write SQL, let Claude (or your LLM of choice) build it, join other sources, and keep unlimited history.
Where finance teams get their time back.
From month-end close to multi-entity consolidation - real workflows, answered from your own data.
Board-ready numbers, faster
Ask for the P&L, margin trend, and budget variance - cited to the source - and drop them straight into the deck. No rebuilding a spreadsheet every month.
Metrics that are always current
Cash, burn, runway, and revenue growth answered in plain English, ready to paste into the update the moment you need them.
Consolidation on demand
Roll up the P&L across every entity and currency in a single query, in your own warehouse - no more stitching files together by hand.
Unit economics native reports can't touch
Join QuickBooks with Stripe and your CRM to see true revenue, margin by segment, and cohort trends that live outside QuickBooks' reach.
The questions that used to need an analyst.
From a quick cash check to analysis that used to take an analyst a week - asked in plain English, answered from your own data.
Why not just export a QuickBooks report?
The usual ways of getting data out of QuickBooks all hit the same wall.
Native QuickBooks reports
Fixed templates. The moment your question is non-standard, you are exporting to a spreadsheet anyway.
CSV into spreadsheets
Manual and error-prone, stale the day you build it, and it never scales past a handful of tabs.
Build a pipeline yourself
Months of engineering, ongoing maintenance, and every new question back through a SQL queue.
Your data + Claude (or any LLM)
Owned in your warehouse, joinable with anything, asked in plain English - live in weeks, not months.
If you live by numbers, this is for you.
From a solo founder checking cash to an accounting firm running a hundred client files - anyone who wants QuickBooks financial data in a warehouse, queryable in plain English.
Founder / Owner
Insights on demand, in plain English.
Cash, runway, and revenue - without waiting on the bookkeeper.
Finance / FP&A
Analysis in minutes, not spreadsheet marathons.
Budget vs actual, forecasts, board decks.
Controller / CFO
One source of truth across every entity.
Consolidation, margin, close visibility.
Accounting Firm
Standardized analysis at scale.
Reporting across many client files.
Data / Ops Analyst
QuickBooks finally in the warehouse.
Joining finance with product and ops data.
What owning your numbers unlocks.
Ownership is the whole point: your numbers, any question, any tool.
Own your data
Your data lands in a warehouse you control - never locked in a vendor's tool.
No more CSV exports
The export-and-reconcile ritual is gone. It just syncs.
Unlimited custom analysis
Any question, any cut, any join - well past native QuickBooks reports.
Combine your sources
Join your books with Stripe, your CRM, and ops data for the whole picture.
Plain English, no SQL
Anyone can ask in plain English - no SQL, no report requests. Powered by Claude (or your LLM of choice).
Read-only & secure
We only ever read. Your books stay exactly as they are.
From QuickBooks to a warehouse you control.
A secure, read-only MCP connector lifts your books into your own warehouse. Claude - or the LLM you prefer - works on top.
QuickBooks
Your books - invoices, bills, GL, P&L, customers, vendors, payroll.
MCP Connector
Securely pulls your data out - read-only, scheduled sync plus live queries.
Your Warehouse
Snowflake, BigQuery, Postgres - your data, your control, joinable with anything.
Claude / your LLM
Ask in plain English, or run custom analysis and build models & dashboards.
The connector is read-only - and nothing is ever written back to your books.
Built for financial data.
Financial data deserves real guardrails. Here's how yours stays protected and in your control.
Read-only, always
We pull data out. Nothing is ever written back to your books.
Your warehouse, your cloud
Data lands in the Snowflake, BigQuery, or Postgres account you control.
Scoped, revocable access
Least-privilege credentials you can rotate or revoke at any time.
Your data stays yours
We never share or resell your financial data. Full stop.
Encrypted end to end
Standard encryption in transit and at rest.
Audit-friendly
Every sync and query is logged for traceability.
QuickBooks data warehouse questions, answered.
How does this connect to QuickBooks?
Is my QuickBooks data secure, and is it read-only?
Which data warehouses do you support?
Do I need to know SQL?
How is this different from QuickBooks' built-in reports?
Can it handle multiple companies or entities?
How long does setup take?
Can I still use Power BI, Tableau, or Looker?
Can I join QuickBooks with Stripe, my CRM, or other data?
What does it cost, and how do we start?
Put your QuickBooks data to work.
Stop exporting CSVs and fighting rigid reports. Get your books into a warehouse you own and start asking - and analyzing - anything.
