Products

Finaxis.ai is the AI-powered accounts receivable platform built in Quebec for the Canadian market — and for any growing business that bills customers in Canada or Quebec. We deliver intelligent AR infrastructure that connects your CRM and accounting systems to automate the full receivables cycle — from smart reminders and multichannel follow-ups (email, SMS, voice) to predictive payment scoring and cash collection. The result: faster cash, reduced DSO by 15-25 days, and 80% less time spent on ma

Running a small business is hard enough without your accounting software making it harder. Accoru is modern, cloud-based accounting software built specifically for small business owners, freelancers, consultants, and growing teams who need powerful financial tools — without the complexity, the steep learning curve, or the enterprise price tag. From invoicing and expense tracking to tax-ready reports and bank reconciliation, Accoru gives you everything you need to manage your business finances i

getW9 is a cloud-based platform designed to streamline the collection and storage of IRS Form W-9s. By automating the request and retrieval process, getW9 eliminates the need for manual handling, reducing administrative burdens and ensuring compliance with IRS regulations. Users can send secure W-9 requests to vendors or contractors, who then complete the form online. The completed forms are automatically stored in the user's getW9 account, providing easy access and organization. Key Features:

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

Devart's ODBC Driver for QuickBooks Online is a high-performance connectivity solution designed to facilitate seamless access to QuickBooks Online data from ODBC-compliant reporting, analytics, BI, and ETL tools. It enables developers and data analysts to integrate and synchronize QuickBooks Online with various applications, ensuring efficient data management and analysis. Key Features and Functionality: - Extended SQL Syntax Support: The driver allows the use of SQL-92 compatible SELECT stat

WnetCard Payment Plugin for QuickBooks Financial offers real time reconciliation of transaction results with QuickBooks records

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

Books and Trucks does the monthly bookkeeping for HVAC, plumbing and electrical companies in the US, in QuickBooks Online. Every bank and card account is reconciled each month, sales tax is filed on time, and the owner gets a profit and loss, a balance sheet and a dashboard of revenue, cash and who owes them. For shops on ServiceTitan, we match ServiceTitan and QuickBooks every month and clean up job costing so each job shows what it really made. Plans start at $599 a month, or $995 a month with

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.

nvoice Tracker for QuickBooks A focused dashboard that shows Paid, Due, Overdue and Partly Paid invoices in one clear view - helping accountants, bookkeepers, and business owners catch late payments faster and recover cash sooner. Invoice Tracker gives you control and visibility using your QuickBooks data -without changing your accounting workflow. In one quick look you get: • All overdue invoices in one clear view • Partly paid invoices with remaining balance highlighted • Paid, due, and out

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

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.

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

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

The Dancing Numbers software provides you the services of data import, export & delete your data from/to QuickBooks account. The software also provides you the 7 days free trial. It helps you do it both ways that are in bulk and in a single list or transactions. It supports .xlsx, which is the Microsoft Excel extension. All the files that you import are from Excel to QuickBooks and the files you export are from QuickBooks to Excel. The error happens when you provide the wrong information in

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

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.

AR Collector AI is an AI-powered accounts receivable automation platform built natively inside QuickBooks Online. The platform uses Voice AI, SMS, and email to automatically contact customers with past-due invoices on behalf of small businesses. AR Collector AI operates under CA DCLA License #11445-99, issued by the California Department of Financial Protection and Innovation under the Debt Collection Licensing Act and held by parent company SalesMonster AI LLC. This makes it the first known li

A financial planning and analysis program for small businesses. The program imports data from popular sources such as Google Sheets, QuickBooks, BigQuery, and many HR systems. It allows the user to write formulas that apply uniformly across all product, customer, or any user-defined dimension. The formulas define the forecast, which can also be overridden for particular time periods.

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