Get an instant overview of your books with health scores, issue detection, and actionable recommendations—before small problems become costly ones.
Free forever plan · No credit card required · Read-only connection
Duplicate charge — Amazon Web Services
Two $412.90 charges within 3 minutes on Mar 12
Missing receipt — United Airlines
$1,284.00 expense over your $75 receipt threshold
Uncategorized — Stripe payout
$8,241.55 posted with no category assigned
Trusted by finance teams and CPAs at growing businesses
No spreadsheets. No consulting engagements. Just a quiet second set of eyes on your books.
Read-only connection to QuickBooks in under a minute. We never move money and never write to your ledger without permission.
Six weighted checks run continuously — categorization, duplicates, receipts, descriptions, reconciliations, and balances.
Resolve issues in-app or export an audit-ready PDF for your accountant. No more month-end scrambles.
A single 0–100 number that reflects the real state of your books, updated on every sync.
Duplicates, missing receipts, and anomalies flagged weeks before your CPA sees the file.
See which transactions may be miscategorized and fix them in a single click.
Runway and burn based on real transaction history — not a stale monthly export.
One-click PDF of your health score, issues, and resolutions. Send it, file it, done.
Smart recommendations to improve your books and grow your business.
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For solo owners keeping an eye on the basics.
For growing businesses that need continuous coverage.
For businesses that want deeper visibility and team access.
For bookkeeping firms and fractional CFOs managing multiple clients.
Scale as you grow with additional connection packs.
Connect QuickBooks, see exactly what's wrong, and hand your accountant a clean file for the first time in years.
Free forever plan · No credit card required