Products

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.

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

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,

Billtwin compares the invoices in HubSpot with the invoices in Xero or QuickBooks Online, in your browser, and shows what does not line up: missing invoices, duplicates, different totals, currencies, customers and payment status. Built for teams that bill in Xero or QuickBooks and sell in HubSpot. Free for 150 invoices per run. Independent app by Atesen Software, not affiliated with HubSpot, Xero or Intuit.

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.

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

Tormano Nonprofit is a donor management and fundraising CRM built directly on QuickBooks Online, for nonprofits that keep their books in QuickBooks and do not want donor data living in a separate system from the ledger. Donors, organizations and households sit alongside donations, pledges, recurring gifts, grants, programs, events and volunteers, with nonprofit terminology throughout rather than a sales CRM with a donor label on it. Gifts post to QuickBooks against the right fund's income accou

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.

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

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

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

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

Neo-Capital is double-entry accounting software for small businesses, freelancers and accounting firms. It comes in two versions with the same features. Neo-Capital Desktop is a one-time purchase for Windows and Mac: books are saved on your own computer, it works without an internet connection and needs no account. Neo-Capital Online runs in a web browser as a monthly or annual subscription, with bank feeds, the mobile app and other users included. Each version comes in three editions. Basic cov

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

BizzyBot is small business management software for solopreneurs, contractors and small teams. It combines project management, task management, scheduling and customer tools in one app that runs in the browser on desktop, tablet and phone. Core features include projects with tasks and subtasks, one-click quick tasks, project templates, a shared calendar with recurring events, a Work view with a map of projects, documents, contacts, messages and an org chart. A Flow builder automates workflows us

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

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