Products

GeniusSheets is a financial reporting automation tool designed for accountants, financial planners, bookkeepers, and CFOs. It seamlessly integrates Microsoft Excel, Google Sheets, and QuickBooks Online, enabling users to automate and streamline their financial reporting processes. By eliminating the need for manual data entry and reducing the reliance on export-copy-and-paste methods, GeniusSheets saves professionals significant time and effort in managing financial data. Key Features and Funct

Convert Bank Statements turns PDF and scanned bank statements into import-ready Excel, CSV, QuickBooks (.QBO) and OFX files. Unlike generic OCR tools, every account is reconciled the way a bookkeeper checks it: beginning balance plus deposits minus withdrawals must equal the ending balance, so a misread digit gets flagged for review instead of silently corrupting the books. Built for bookkeepers and accountants doing catch-up and clean-up work. Multi-account statements export as separate workshe

FundsFix is fund accounting made simple. Track grants, projects, endowments, and other independent funds. Generate fund balance sheet reports for easy fund comparisons. FundsFix integrates smoothly with QuickBooks so you can use your existing QuickBooks data.

Accord Sync is the 100% configurable, real-time integration between Salesforce and QuickBooks Online. Leverage the power of both systems with a tool built 100% natively on Salesforce and seamless integration with QuickBooks Online. A next generation integation that is powerful, easy to use and deploys in just hours.

Fulfillt is sales rep and order management software built for QuickBooks users. It connects to QuickBooks to power the entire order lifecycle — sales reps enter orders from anywhere, customers get a 24/7 self-service ordering portal, and the warehouse runs in real time with live tracking from picking to shipment.

Are you looking to move your accounting to the cloud? WOW BookSwitch provides a fully automated migration and conversion service designed specifically for businesses moving from QuickBooks Desktop to Xero. Whether you are using the U.S. or Canadian version of QuickBooks, our sophisticated platform handles the entire migration process from start to finish. We understand that data integrity is your top priority, which is why we’ve built a system that requires minimal manual input while maintainin

Automate Your Accounts Payable & Receivable with Capture Fields. Unlock structured data from any document with Capture Fields an Al-powered Document Processing solution seamlessly integrated with QuickBooks. Automatically capture key details, reduce manual data entry, and upload invoices directly to your QuickBooks accounts with a single click.

Recognizing that many SMBs start with QuickBooks, AdCirrus offers quick and efficient conversions of QuickBooks onto full cloud business management systems like Microsoft Business Central and Acumatica. This transition is critical for businesses outgrowing their initial accounting software and in need of more robust systems to support growth for Wholesale Distribution, Retail Commerce, and Manufacturing Industries.

Create ACH / NACHA files and Canada EFT files quickly and easily. Works with Excel and csv files, as well as QuickBooks, QuickBooks Online, SQL Server and legacy systems. 100% compatible with all US banks that accept ACH files, as well as the Big 5 Canadian (and smaller) banks. Emails to vendors (ACH Universal Corporate and Processor) include a detailed check stub remittance. 30 day free trial.

Documentric turns PDF bank statements, credit card statements, invoices and receipts into clean files for your books. Upload a statement from any bank. Documentric reads the document itself rather than matching a per-bank template, so there is no bank list to be missing from. Every transaction lands in an editable grid next to the original PDF, and each statement gets a balance check against its own opening and closing balances, so you can see whether it ties out before anything reaches QuickBo

Flowify is a Shopify accounting application that integrates all revenue, product sales, inventory, refunds, processing fees, bank deposits, and more seamlessly into QuickBooks Online. Our application has two different modes, allowing you to track inventory and product sales, or simply record your daily sales summary without inventory. Flowify posts Shopify sales automatically to QuickBooks and reconciles your payouts so you know everything has been accounted for correctly.

Hala.ai is an AI platform (AI framework and Conversational UI) for businesses that use business software (SAP, Microsoft Dynamics, QuickBooks Online, and others). Our solution aims to automate routine activities, reduce operational costs, and allow the users to spend less time on repetitive work via blending the functionality of business applications into one conversational UI. We launched our first SaaS solution with 50 pre-built Digital Skills for QuickBooks Online in December 2020.

MowHQ is an AI-powered business management platform built for small lawn care and snow removal crews. Manage scheduling, dispatching, invoicing, customer communication, and QuickBooks sync from one app — with a hands-free voice AI that lets you run your business while you're on the mower. Features include AI-powered dispatching, weather-aware scheduling, satellite property measurement for instant quotes, route optimization, two-way SMS, a customer portal, chemical application tracking, and full

InoLink is an Integration tool that links your Intuit QuickBooks with your Microsoft Dynamics 365 CRM online account. Get a 360-degree view of customers to help understand them better. Gain key insights from historical data on aging balances, transaction history, totals, recent customer transactions, top customers, and other information in Accounting Dashboards in your Microsoft Dynamics 365 CRM window. Leverage InoLink’s seamless data exchange capabilities and avoid duplication of data in Micro

SideQuest Automation is an AI-powered order processing platform built for wholesale distributors and manufacturers using QuickBooks Online. It eliminates manual data entry by automatically reading purchase orders from Gmail, extracting order details from PDFs, scanned documents, Excel files, and handwritten POs, then matching items to your QuickBooks catalog to create draft Estimates in seconds. Using advanced AI and intelligent SKU matching, SideQuest identifies customer part numbers, validate

PayNudge is the payment follow-up layer for small service businesses. Built-in reminders in QuickBooks, Jobber, or Square send a generic email a few times, then go silent. PayNudge runs an escalating sequence — polite, friendly, firm, final notice — by email and SMS, in your name and your wording, until the invoice is paid. Then it stops automatically. It never touches your funds; clients pay you exactly as they do today. Connects to QuickBooks Online, Square, Jobber, and Stripe, or imports any

Cloud Innovics hosts QuickBooks and tax preparation software for accounting and tax firms across the United States. It supports QuickBooks Pro, Premier, and Enterprise, alongside tax applications including Drake, Lacerte, ProSeries, and ATX. Multi-user access to the same company file is provided with individual logins and permissions, so team members can work from the same file at the same time. Daily backups are performed and verified, and support is available 24/7. Migration of existing soft

Bookkeeping With A Smile is a full service bookkeeping firm, serving individuals and S/M businesses in the New York City area, including Long Island, and beyond. We are Intuit Certified Pro Advisors, which means we are experts in QuickBooks Online. We love numbers and our customers as we aim to make bookkeeping a pleasant experience for everyone. Our services are tailored to your business needs. No client is too small and no books are too messy. We can support you by setting up QuickBooks Online

OLY.AI is an AI-powered platform designed to transform financial data into actionable insights for bookkeepers, small and medium-sized businesses (SMBs), and operational teams. By integrating seamlessly with QuickBooks Online, OLY.AI enables users to obtain real-time financial analysis and reporting through natural language queries, significantly reducing the time spent on manual data analysis. Key Features and Functionality: - Natural Language Processing: Users can ask financial questions in

QuickBooks Online has no Sales by Rep report, and the Desktop-to-Online migration demotes the old REP field to an initials-only custom field. SalesRepFielder closes that gap for the person who actually closes the books. It connects to QuickBooks Online, reads invoices, sales receipts, payments, credit memos, and refund receipts — including the migrated Sales Rep custom field — and applies your commission rules: flat, tiered, per-deal rate lookup, margin-based, quotas and attainment, bonuses and