Products

Stop answering the same finance questions every month. Vizii connects to Xero or QuickBooks in minutes and turns your data into clear, live dashboards — then lets you share exactly the right numbers with the right people. “What did my department spend last month?” “Which suppliers are we paying, and how much?” “Has this invoice been paid?” With Vizii, your team, managers, investors and accountant can answer these themselves. What you get Purchases & sales dashboards: spend, revenue, paid

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.

Month-end close software built for QuickBooks Online and Intuit Enterprise Suite. Close tasks, balance sheet reconciliations, approvals, vendor and customer onboarding, prepaids, ASC 842 leases and fixed assets in one app. Journal entries are generated automatically and push to QuickBooks once approved. Priced per organization with unlimited users; 30-day free trial, no card.

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

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.

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.

PDFDrill extracts tables and text from digital and scanned PDFs into Excel, CSV, JSON and text. Its bank-statement workflow checks balances and continuity, and flags repeated transactions in overlapping statements for review. A free plan includes 10 pages each month. Starter is $19/month for 150 pages; Pro is $39/month for 500 pages. Xero CSV, QuickBooks-ready CSV and QuickBooks Web Connect (.QBO) exports are included from Pro. Review extracted data before importing it into your accounting workf

BizDoc.io is a lead-generation and client-screening tool built specifically for accounting firms, bookkeeping firms, and CFO advisory practices. It's an embeddable widget that lets prospects connect their QuickBooks® Online, instantly generating a multi-page CFO financial report. Includes revenue breakdown by product/customer, 12-month trends, year-over-year comparisons, cash flow forecasting, working capital analysis, and strategic insights. Firms typically spend 3-5 hours per report manually;

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

Utilly is a set of pay-as-you-go file tools for bookkeepers and small businesses. Convert bank and credit card statement PDFs to QuickBooks (QBO/IIF), Xero, CSV or Excel, with every statement checked against its opening and closing balances. Extract receipts and invoices into CSV, Excel, or Xero and QuickBooks Online bill imports. Run a bank reconciliation check that compares your statement against your books and flags missing, duplicate and mismatched transactions. You get a free preview, then

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

Walkie Desk is remote desktop and remote support software for IT technicians, MSPs and companies. Technicians connect from the browser (Chrome, Edge, Firefox, Safari), even from a phone or tablet, with nothing to install on their own computer. The PCs to be reached run the Walkie Desk host for Windows 10/11 and Windows Server 2022/2025, with Mac (Apple silicon) and Linux in beta, for unattended access. For ad-hoc support the customer runs QuickSupport, which needs no installation and no account.

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