Products

SpendX is a game-changing expense management platform designed to transform how multi-location businesses handle their financial operations. With its mobile-first, intuitive interface, seamless ERP integration, and UPI-backed centralised wallet, SpendX enables businesses to capture, approve, and reconcile expenses in real time. Say goodbye to manual processes and hello to smarter, more efficient expense management, ensuring policy compliance and financial accuracy across all locations. SpendX e

Experience the ultimate multi-currency solution for simplified billing, efficiently handling all currency conversions like a breeze. - Smart Billing feature effortlessly track bills, payments, and key KPIs in real-time. - Multi–Currency Support manage international clients and transactions, ensuring seamless financial operations across different currencies. - Clock anytime, anywhere with our app and Office Add-on—device-independent! - Task Management phases schedules, helping teams grasp progre

Tech for CFO is a suite of ten QuickBooks Online-connected apps built for owner-operators and controllers at $2-50M companies. Each tool connects read-only to QuickBooks and turns your live ledger into a specific finance deliverable - a cash runway projection, a covenant-compliance packet, an AR collections worklist, a variance narrative, a margin breakdown - the kind of analysis normally reserved for a full finance department. No data re-keying, no rip-and-replace: connect QuickBooks and start

InLattice is a web-based service designed to streamline the exchange and management of financial documents such as invoices, purchase orders, and payment information between companies and their customers, vendors, and employees. By integrating seamlessly with QuickBooks, InLattice eliminates the need for manual data entry, reducing errors and enhancing efficiency. The platform supports online invoice creation, facilitates ACH payments through NACHA file generation, and offers customizable portal

ScribeosAI is an AI-powered receipt and invoice automation platform for bookkeepers, accounting professionals, and small CPA firms using QuickBooks Online. The platform helps firms collect and organize documents across multiple clients, extract receipt and invoice data—including vendor, date, amount, tax, and line items—and review the results before posting approved transactions to QuickBooks Online. Field-level confidence scores highlight information that may require attention, while human rev

BuyFlow is a procurement and purchase approval system built inside Slack, with direct integrations for QuickBooks Online and Xero. Employees initiate purchase requests directly within Slack, eliminating broken email chains and untracked requests. Approvers receive structured notifications to approve, reject, or re-route requests with a single click. Upon approval, BuyFlow automatically generates the corresponding Purchase Order, Expense, or Bill directly in QuickBooks Online or Xero based on pr

FusionSync is a web-based application that helps in transferring data between QuickBooks Online and Salesforce. It saves the user from manually entering customers, invoices, estimates, payments, and item-related data in the softwares. This product will make sure that both the Sales and Finance teams get access to the important data without relying on anyone for this information. Salesforce and QuickBooks Online (QBO) users prefer FusionSync for streamlining operations and improving efficiency.

eIntegrator is a Windows based application that runs on your workstation or server with QuickBooks. For QuickBooks Online it does need a Windows environment either on your system or rented service (ask about our Windows rentals). QuickBooks For MAC is not supported but QuickBooks for Windows can be supported via Parallels or similar tool running on your MAC.

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.

DocuMesh is a retail document OCR platform built specifically for US retail businesses using QuickBooks. Unlike generic document extraction tools, DocuMesh is trained on 40+ specific US retail formats including Walmart, Target, Amazon, Sysco, Grainger, Staples, Home Depot, and Nordstrom. It extracts retail-specific fields that generic tools miss — UPC codes, ASINs, ship windows, promotional allowances, case packs, decoration methods, and PMS colors. DocuMesh is the only modern OCR too

Simple inventory tracking rental software for your equipment or party rental business. If you use Quickbooks for your rental company, this is a must have. We integrate seamlessly with QuickBook Online or QuickBooks Desktop allowing you the flexibility of using either our system or QuickBooks for your invoicing needs. We handle everything else for rentals including inventory management, rental item preparation, routing and logistics and more.

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.

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

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

InfoSight Go transforms QuickBooks Enterprise into a complete online platform with unlimited users and full portability. By adding ERP superpowers to your existing QuickBooks backend, InfoSight Go gives your team real-time access to inventory, sales orders, pricing, and fulfillment from anywhere, on any device. Key capabilities include real-time inventory tracking, ecommerce order fulfillment, competition pricing analysis, customer-specific item mappings, and carrier preference management. No ne

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

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

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,

Chasing overdue invoices manually costs small businesses 10+ hours every week. QuickBooks Online has no built-in way to add payment links to customer statements — forcing businesses to call, email, and follow up individually just to get paid. QLink-Pay fixes this. It's the only QuickBooks app that embeds a clickable Pay Now button directly into every customer statement — the #1 most-requested QuickBooks feature with 13,292+ community votes. Pain points QLink-Pay solves: ✅ No payment links on sta

Clerks is an AI-powered conversational accounting assistant for QuickBooks Online that lets users create invoices, record expenses, manage vendors and customers, and execute other common accounting tasks through natural conversation, eliminating the need to navigate QBO's menus or remember where things live in the interface. Users can also query their financial data in natural language, asking questions about revenue, expenses, open invoices, bill status, vendor activity, and more. The system co