Products

Safe Hands Bookkeeping, LLC is a virtual bookkeeping firm led by Barry Clifton, a QuickBooks Online Advanced ProAdvisor with more than 35 years of accounting experience. The firm specializes in cleaning up messy QuickBooks Online files and providing dependable monthly bookkeeping for small businesses and real estate investors. Services include QBO setup and training, catch-up and cleanup work, reconciliations, accounts payable and receivable, payroll, and property-level bookkeeping for rentals,

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

Tormano CRM is a customer relationship management platform built directly on QuickBooks Online, for businesses that keep their books in QuickBooks and are tired of holding a CRM and a ledger in sync by hand. Customers, invoices, payments, recurring invoices and customer statements sync both ways, so the CRM and the accounting system hold the same records instead of two lists joined by an export. Vendors, bills, expenses, journal entries, purchase orders, inventory, budgets, tax rates, time trac

InvoiceStars is review-request software for B2B service businesses that bill in QuickBooks Online. When a customer pays an invoice in full, InvoiceStars sends that customer a short request to leave a Google review. Deposits and partial payments do not trigger a request. The QuickBooks Online integration is native: owners connect with Intuit sign-in (OAuth), and QuickBooks webhooks tell InvoiceStars when a payment arrives. No Zapier or manual exports are needed. Requests go out 2 days after pay

AI Bookkeeper – Smart Small Business Bookkeeping Software Save hours every week with bookkeeping software designed for busy business owners. AI Bookkeeper automatically sorts your receipts and bills, syncs seamlessly with accounting tools like QuickBooks, and keeps your finances organized without the manual grind. Key benefits: Cut Bookkeeping Time – Automate tedious data entry and categorization. Effortless Document Management – Instantly auto-sort receipts, invoices, and bills. Smart Bank

Trussi.AI is the roofing CRM that runs projects, estimating, production, and invoicing in one platform. Built for roofing companies (owners, sales reps, production managers and back office), it covers projects and pipeline with patented AI lead scoring (U.S. Patent 12,131,277), estimating with quote templates, production (crew scheduling and material orders), finance and payments tracked to the job with QuickBooks export, and executive dashboards for sales, cash flow and collections. Trussi Sign

IT Biz Partners is a trusted technology and business consultancy dedicated to helping companies scale and create customer-centric experiences. With over 28 years of experience, they specialize in providing expertise across various domains, including CRM software, cloud solutions, Microsoft solutions, DevOps implementation, website hosting, QuickBooks, and marketing strategies. Their mission is to handle complex business tasks, allowing clients to focus on their core operations and achieve their

Voice Accountant is an AI-powered accounting and bookkeeping platform that helps businesses, accountants, and bookkeepers automate financial operations through conversational AI, intelligent data extraction, and workflow automation. The platform can process financial documents, categorize transactions, generate financial reports, and assist with day-to-day accounting tasks using an AI Accountant designed to reduce manual work and improve accuracy. Voice Accountant integrates with QuickBooks, ena

Bookkeeping Services: We provide personal customized bookkeeping sevices that finds the business owners needs. We take the time to listen to your concerns and provide the service that is the best fit for the both of us. QuickBooks Online Training: We provide QuickBooks Training, setup and troubleshooting services. Tax Preparation: We porvide tax preparation services to individuals, corporations, and small buisinesses. We provide an overview an explanation of the tax changes in your tax return an

Even Level connects to QuickBooks Online and adds a complete AI-powered collections workflow on top of your invoice data. Built by a restoration franchise owner managing 5 locations, it solves the problem every contractor faces: QuickBooks shows who owes you, but nothing helps you collect it. Your team gets AI-drafted collection emails, automated follow-up sequences that pause when payment arrives, click-to-call with recording and AI transcription, SMS follow-up, and Stripe-powered Pay Now links

Opsify is operations software for growing service businesses and the service departments inside bigger ones. It gives you one simple place to run the whole job, from the first phone call to the paid invoice. Customers send photos and job details through your intake link or on the phone, and Opsify helps draft the estimate from your own past jobs and pricing. Work orders are built for the crew, so techs log parts and hours from their phones and everything that happened makes it onto the record.

Movemybooks is an online service designed to facilitate the seamless migration of accounting data from existing systems to new cloud-based accounting platforms. With over a decade of experience and more than 150,000 successful conversions, Movemybooks ensures businesses can transition without losing critical financial information. Key Features and Functionality: - Broad Compatibility: Supports data migration from various accounting software, including Sage 50, QuickBooks Desktop, QuickBo

AccountEx BPO – Xero & QuickBooks Online Accounting Specialist At AccountEx BPO, I lead a team of certified accountants, delivering expert accounting services tailored to the unique needs of individuals, startups, and corporations. We specialize in Xero and QuickBooks Online solutions, providing top-tier bookkeeping, accounts payable (AP), and accounts receivable (AR) services. Key Highlights: Comprehensive Bookkeeping: Offering monthly financial reporting, transaction categorization, and

BlueApe is the AI-native ERP for small and midsize distributors that run on QuickBooks. Built by a distributor: it runs the founder's own plastics distribution business today. The email is the order. An RFQ arrives as a sentence, not a form. BlueApe reads it, matches the item against your catalog (including the descriptions customers actually use), checks live inventory, applies that customer's pricing, drafts the quote and the reply, and follows up until there is an answer. A person reviews an

MyBooks is desktop accounting software built for small businesses tired of renting their bookkeeping tools. If you're on QuickBooks Desktop and watching Intuit push everyone toward subscriptions, MyBooks is the alternative: a one-time $299 purchase (not a monthly fee) that includes a full accounting suite — invoicing and AR, bank feeds, online payments across 7 gateways, multi-user support, a QuickBooks import wizard to bring your existing data over, and 1099 tax form generation. Keep using it

Dueflow is financial management software that simplifies dues collection, reimbursements, and payment tracking. It consolidates tools into one platform, accepting payments via ACH, credit cards, Apple Pay, Google Pay, and Klarna. Members can make partial payments or custom plans, with automated reminders stopping once payment is received. Dashboards show collection rates, revenue trends, and payment behavior, with data exportable to Excel, CSV, or QuickBooks. A merchandise store supports item an

Zerentry is a simple AI-powered tool that automatically extracts data from invoices and receipts so you don’t have to enter them manually. Many freelancers, bookkeepers, and small business owners still spend hours typing invoice data into accounting software. Zerentry eliminates this tedious work. Just upload a document or forward an email, and Zerentry instantly reads the invoice, extracts key information (vendor, date, amount, taxes, line items), and prepares it for your accounting workflow.

BizBooks Pro is professional desktop accounting software built for small businesses tired of annual price increases and cloud lock-in. Key differentiator: 12-Year Price Lock Guarantee. The price you pay today is your price until 2037. No surprises. No annual increases. Full-featured accounting: • Double-entry bookkeeping • Professional invoicing • Multi-currency support (15 currencies) • Inventory management • Time tracking • Bank reconciliation • Financial reports (P&L, Balance Sheet, Cas

Month-end client reporting software for bookkeepers — connect QuickBooks Online or Xero, generate branded PDF financial reports, and email them to clients from your own address. Streamline Reports is a focused tool for bookkeepers and small accounting firms. It connects to QuickBooks Online or Xero, pulls the standard month-end statements (P&L, balance sheet, and more), assembles them into a branded PDF, and sends them to clients from your own Gmail or Outlook. It does one thing — the repe