Analyze your Quickbooks data with AI today.
Build dashboards, automate reports, and ask questions in plain English — all from your Quickbooks data, no complex infrastructure to maintain.
Have multiple Quickbooks accounts? Analytics across multiple Quickbooks accounts →
Everything Quickbooks exposes, modeled and queryable.
Connects to QuickBooks Online to extract core accounting objects (accounts, customers, vendors, invoices, bills, items, journal entries, payments, taxes, terms, departments, attachments, etc.) and financial reports (Profit & Loss, Balance Sheet, Cash Flow, General Ledger, A/R Aging, Transaction List). This enables analysis of revenue and expense trends, cash flow forecasting, A/R and A/P aging, general ledger reconciliation, and building finance dashboards.
Tables & streams
Shows revenue and expenses over a period, enabling analysis of growth, gross/operating margins, and time-based trends by account, item, department, or class.
Summarizes assets, liabilities, and equity at a point in time; supports liquidity ratios, working capital, and leverage analysis.
Tracks cash inflows and outflows to show how operations, investing, and financing impact cash; supports burn rate and cash forecasting by day or month.
Complete journal of debits and credits with running balances; used for reconciliation, audit trails, and account-level variance analysis.
Captures customers, invoices, payments, and outstanding balances; enables A/R aging, DSO, collections performance, and customer cohort revenue analysis.
Covers vendors, bills, purchases, and credits; supports AP tracking, payment timing, and spend analysis by vendor and expense category.
Represents booked and recognized sales activity; supports revenue trends, cash vs accrual views, and pipeline-to-cash performance.
Catalog of products and services used on transactions; enables revenue, COGS, and profitability analysis by item and product mix.
Master list of financial accounts that structure reporting; supports mapping, rollups, and consistency across statements and the general ledger.
Planned financial targets by account and period; enables budget vs actuals, variance analysis, and performance tracking.
Organizational dimensions for slicing financials; supports departmental P&L, class/project profitability, and allocation reporting.
Tax rates and codes applied to sales and purchases; supports tax liability calculations and compliance reporting.
Connects securely to your QuickBooks Online company using OAuth 2.0 with your app’s Client ID/Secret and a Refresh Token
Requires a Quickbooks account to connect.
Operational data, performance metrics, and business insights.
Three steps. One afternoon.
Authenticate Quickbooks in a few clicks. OAuth, API key, or IAM role — we handle secrets and rotation.
We pull every stream into your warehouse. CDC where the API supports it; full + incremental otherwise. Hourly-or-faster, row-level secure.
SQL, dashboards, or ask Fi in plain English. Your Quickbooks data lives next to every other source — ready to join.
Build your own with the Definite SDK, or request it. Most go live in days.
Pair Quickbooks with the rest of your data.
Join Quickbooks with the rest of your data, then ask Fi questions across all of it.
