What do you want to do with your QuickBooks data?
Every guide below is one job QuickBooks users end up doing in Excel — and the single plain-English prompt that does it instead. The AI plans the steps and writes visible SQL; a real query engine in your browser computes the result from your actual books. Numbers are computed, never generated.
A monthly profit and loss with % of revenue, trends, and charts — one prompt.
Read the guide →Custom buckets, past-due flags, sorted by exposure — ready for collections.
Read the guide →Classified P&L and balance sheet from a raw TB export, logic visible.
Read the guide →QuickBooks vs. bank export — matched, missing, and different, listed.
Read the guide →Drop the Excel export, ask the question, skip the pivot tables.
Read the guide →Two or more companies, one consolidated P&L, alignment logic visible.
Read the guide →P&L vs. last year, top customers, aging, cash — assembled in minutes.
Read the guide →Materials vs. PPI, growth vs. CPI — is it you, or is it everyone?
Read the guide →Ask-anything analysis where template dashboards stop.
Read the guide →Prompt-to-answer analysis — no spreadsheet layer to babysit.
Read the guide →Skip the guide — just ask
Drop a file or connect QuickBooks and describe what you need. No sign-up to start; your file contents never leave your machine.
Open the canvas →