G2

Meredith A.

CEO and Founder

Small-Business (50 or fewer emp.)

10/21/2026

"Turns QuickBooks Online into Live Google Sheets Dashboards—Hours Saved Every Close"

5/5

What do you like best about Retriever?

Retriever turns QuickBooks Online into a live data source instead of a reporting dead end. Setup was easy, and now it runs quietly in the background, keeping each client’s QBO data current in Google Sheets. The custom dashboards and reports I’ve built update automatically, so I no longer export, reformat, or rebuild anything at month-end. Across dozens of clients, that saves me hours every close.

The drill-down feature is a standout. You can click into a number on a report and see the transaction-level detail behind it, which makes review and client questions much faster. Review collected by and hosted on G2.com.

What do you dislike about Retriever?

Honestly, there's not much to dislike. The pre-built templates took me a little time to acclimate to, but the learning curve was short, and once I understood how they were structured, building on them was easy. Retriever also doesn’t support every single QBO report, but it covers nearly all the ones I use regularly, so it hasn’t been a real limitation in my day-to-day work. Review collected by and hosted on G2.com.

What problems is Retriever solving and how is that benefiting you?

I used to export and format reports every month for each of my clients. QBO’s built-in reporting couldn’t produce the custom views I needed, so every close meant pulling data, cleaning it up, and rebuilding the same reports from scratch. With dozens of clients, that was hours of repetitive work every month that added no value.

Retriever eliminated that cycle. QBO data now flows into Google Sheets automatically, and my custom dashboards and reports update on their own. The benefit is time: month-end goes faster, and the hours I used to spend maintaining spreadsheets now go into reviewing the numbers and advising clients, which is the work they actually pay me for. Review collected by and hosted on G2.com.