Complete Tasks in Seconds

Why build it yourself when we’ve already built it for you? Just open up one of these premade templates and use our plugin to connect your business. You’ll be completing work in seconds.

Accounting

A mainstay for fast-growing businesses, QBO is a critical tool that lacks some high-level functionality accountants rely on. Our QBO Tools power up that functionality:

Easy Accrual Tool

Updating manual journals in Xero can be testy. We’d rather you upload in bulk with our tool to make complex reconciliations that can be reused each month.

Deferred Revenue Tool

Build a deferred revenue schedule that updates each month automatically with a single click. Then upload that to your accounting system with another click!

Revenue

Stripe is an extremely powerful tool for managing and charging your customers in a developer-friendly manner. But with flexibility comes complexity, and accountants can spend many hours understanding the various reports Stripe provides each month.

Deferred Revenue Tool

Build a deferred revenue schedule that updates each month automatically with a single click. Then upload that to your accounting system with another click!

FP&A

Cash Flow Planner

Quickly get a comprehensive view of your past and future cash flows for high-level or more detailed financial planning.

Budget vs. Actuals

This template will allow you to quickly set up reporting templates that provide an easy comparison between estimated and actual spending and results that can be refreshed from Quickbooks with a few clicks.

Reporting

Cash Flow Planner

Quickly get a comprehensive view of your past and future cash flows for high-level or more detailed financial planning.

Budget vs. Actuals

This template will allow you to quickly set up reporting templates that provide an easy comparison between estimated and actual spending and results that can be refreshed from Quickbooks with a few clicks.

QBO AR Aging Report

This report adapts Accounts Receivable data stored in Quickbooks Online into a convenient reporting format, which can be used to drive other more detailed analyses and reports.

QBO AP Aging Report

This report adapts Accounts Payable data stored in Quickbooks Online into a convenient reporting format, which can be used to drive other more detailed analyses and reports.

Tax

1099 Tool

It’s 1099 time and you’ve forgotten to check the “track 1099” box? Or worse yet, you don’t have address and tax data at all? Don’t waste time in QBO’s web interface, update it in bulk instead.

Customer Stories

Blog articles showing example use cases for each platform or customer testimonials.

Evolving Your Financial Process

Businesses are unique, and so are their data needs. We’re pros at modifying the templates above to fit your business needs, and we’d love to show you how.