You exported QuickBooks to Excel. Now skip the Excel.
Everyone exports QuickBooks to a spreadsheet eventually. Drop that export on the canvas and ask your question directly — no pivot tables, no formulas to debug.
The export-to-Excel habit exists because QuickBooks reports stop where your questions start. But what happens after the export — pivot tables, SUMIFS, manual groupings — is slow, fragile, and impossible to audit three weeks later.
The file you already exported is all you need. Drop it on the canvas and ask: spend by vendor by month, revenue by customer vs. last year, categories growing faster than 20%. The AI writes the SQL; your browser computes it from the file; the file contents never leave your machine.
The prompt
“Here's my general ledger export — show spending by vendor by month, and flag any vendor up more than 20% versus last year.”
Works on any export: general ledger, transaction list, P&L detail — from QuickBooks or any other system.
How it works
Connect QuickBooks live, or drop an export — Excel, CSV, JSON, Parquet. From QuickBooks or any other system.
The AI plans the steps and writes the SQL for each one — visible on the canvas, readable, auditable.
A real query engine in your browser runs the SQL on your actual data. Numbers are computed, never generated.
What you get
- Direct answers computed from your export — grouped, filtered, compared
- Follow-up questions on the same data, without rebuilding anything
- Charts from computed results
- Every transformation visible as SQL — auditable weeks later
Common questions
Which file formats work?
Excel (.xlsx), CSV, JSON, and Parquet. Multi-sheet workbooks are supported — each sheet shows up separately so you can point the question at the right one.
How big a file can it handle?
The engine in your browser comfortably handles the hundreds of thousands of rows a QuickBooks export produces. It's a real columnar query engine, not a spreadsheet.
Does my financial data get uploaded to a server?
No. Your file contents stay in your browser — the computation runs on your machine. The AI only sees your column names and a small sample so it can plan the steps. When you connect QuickBooks live, data flows to your browser session, not into a database we keep.
Do I need to sign up to try it?
No. Open the canvas, drop a file, and ask — you get free AI messages with no account. A free account unlocks a monthly allowance of AI questions and saved workflows you can re-run every month.
More QuickBooks guides
Try it on your books
No sign-up to start. Drop a file or connect QuickBooks — your file contents never leave your machine.
Open the canvas →