Generate cleanQuickBooks reportsin one click
Generate accountant-ready Excel reports, automate weekly or monthly delivery, and keep reporting organized without the manual cleanup.
Built for firms that bill by the hour
Every feature here saves real time — not just fills a list.
From QuickBooks to Excel in four steps
Connect once. Everything after that runs on autopilot.
- ✕ Export raw data from QuickBooks
- ✕ Clean up formatting in Excel
- ✕ Repeat the same steps every month
- ✕ Email reports manually to clients
- ✓ Securely connect QuickBooks once
- ✓ Generate polished Excel reports in ~30s
- ✓ Schedule delivery weekly, monthly, or quarterly
- ✓ See recent report activity in one dashboard
Secure OAuth setup designed for accounting teams.
Clean report layouts with accounting-friendly formatting.
Weekly, monthly, or quarterly email delivery.
Track recently generated reports in the dashboard.
Profit & Loss, Balance Sheet, Trial Balance, and Transaction List.
Reports are created in seconds, not after a long wait.
- ✓ 5 reports/month
- ✓ All 4 report types
- ✓ Excel downloads
- ✓ Report history
- ✕ Automated scheduling
- ✕ Priority support
- ✓ Unlimited reports
- ✓ All 4 report types
- ✓ Automated scheduling
- ✓ Priority support
- ✓ Unlimited reports
- ✓ All 4 report types
- ✓ Automated scheduling
- ✓ Priority support
All paid plans include a 7-day free trial. No credit card required.
Make QuickBooks reporting
feel effortless.
Join accounting teams who've stopped manually cleaning spreadsheets and started delivering polished reports automatically.