QuickBooks Analytics

AI analytics for
QuickBooks users

Connect QuickBooks or upload exports. AI computes P&L breakdowns, cash flow forecasts, customer profitability, expense category drift, without an accountant.

See full demo

Free plan · 100 credits/mo · No SQL required

Every QuickBooks KPI, computed automatically

Upload your data once. Analyst's AI analyst engine computes the full quickbooks metric suite, no formulas, no SQL, no analyst required.

Profit & Loss analysis

Revenue, COGS, gross margin %, opex categories, net income, auto-categorized

Cash flow forecast

13-week or 90-day rolling cash projection from invoices + bills

Customer profitability

Revenue minus direct costs per customer, ranked

Expense category drift

Month-over-month change %, flag categories drifting > 10%

AR aging analysis

Outstanding invoices by 0-30, 31-60, 61-90, 90+ days

Tax-ready summary

Annual P&L + Schedule C-ready categories, downloadable

COMPUTED OUTPUT

Net revenue · 180 days

$5.20M

= Σ gross_amount − refunds · 24,623 orders

Gross margin

53.8%

= (rev − cogs) / rev

Repeat order rate

23.4%

= repeat orders / orders

Verified

Σ gross_amount over 24,623 orders = $5.20M

df["gross_amount"].sum()→ $5.20M

SOURCE cascade_orders.csvORDERS 24,623ENGINE PYTHON · IN-BROWSER

Stop spending your week in Excel

Analyst handles the repetitive analysis so you can focus on decisions.

QuickBooks reports take 20 clicks to build

Hard to see which customer is actually profitable

Cash flow guesstimated, not forecasted

Expense categories drifting without realizing

Ask Analyst anything

Just type, no SQL, no formulas. Ask Analyst anything about your clients:

Build a 13-week cash flow forecast from my QuickBooks export

Which customers drove gross profit last quarter? Rank them.

Show me expense categories that grew > 10% MoM and explain why

Generate a tax-ready P&L summary for last year

Three steps to quickbooks insights

Upload your data

CSV, Excel, PDF, or connect your quickbooks platform directly. CSV up to 250MB per file.

AI does the analysis

The Analyst computes every relevant KPI, flags risks, and generates charts in under 60 seconds.

Get shareable insights

Download PDFs, share dashboards, embed charts, schedule re-runs. Built for execs and teams.

$15/month. No analyst required.

Pro plan = unlimited datasets, all AI models, scheduled re-runs, advanced connectors.

See full pricing

QuickBooks analytics. FAQ

Does Analyst connect to QuickBooks directly?

QuickBooks Online OAuth connector is on the roadmap. Today, upload CSV exports from QuickBooks (Reports → Export) and the Analyst analyzes them.

Can Analyst replace my accountant?

No. Analyst is decision support, not tax preparation. But it handles 80% of monthly P&L review, cash flow forecasting, and customer profitability analysis that small business owners typically pay accountants $200/hr for.

Does Analyst work with Xero too?

Yes, same workflow with Xero exports. Direct Xero OAuth connector also on roadmap.

Is my financial data safe?

Encrypted at rest + in transit, isolated per user, never used for model training, running on Google Cloud / Firebase. We are not yet SOC 2 certified.

AI analytics for QuickBooks users