Monthly QuickBooks review for accounting firms
BetterFinanceView reads each client's QuickBooks Online every month and marks up what needs your attention: duplicates, miscoded and uncategorized transactions, and edits to periods you already closed. You review the exceptions, not the whole ledger.
General ledger scan · June 2026
Client: Acme Outdoor Supply LLC (example)
Source: QuickBooks Online, read-only
| Date | Vendor / account | Amount | Mark | |
|---|---|---|---|---|
| 06/02 | 06/02Crestline Properties · RentEdited July 1, after June closed | 1,200.00 | C | |
| 06/03 | 06/03Rivertown Office Supply · Office Supplies | 482.00 | ✓ | |
| 06/04 | 06/04Rivertown Office Supply · Office SuppliesSame vendor and amount, one day apart | 482.00 | D | |
| 06/09 | 06/09Meridian Freight Co. · Uncategorized ExpenseUncategorized. Suggested: Freight & Delivery | 1,150.00 | U | |
| 06/12 | 06/12Skyline Business Insurance · MiscellaneousUsually coded to Insurance Expense | 640.00 | M | |
| 06/16 | 06/16Delta Fuel & Fleet · Auto Expense | 214.37 | ✓ | |
| 4 exceptions · 2 high | 4 exceptions · 2 high severity | 3,472.00 | ✓ | |
What we check
Same amount and vendor appearing more than once in a period.
Sitting in Ask My Accountant or an uncategorized account.
Coded to an account this vendor doesn't usually go to.
Dated in a month that has ended, then changed after that month closed.
Revenue down more than 30% from the prior period on the P&L.
A category at more than twice its average monthly spend over the prior three months. High severity above three times.
A first-time vendor with more than $2,000 of spend this period.
Round-dollar entries that may be estimates or placeholders.
A setup balance that was never moved to its proper account.
Customer payments recorded but never matched to a bank deposit for more than 30 days.
A balance parked until someone decides where it belongs.
A negative bank balance (medium), or a card, receivables or payables on the wrong side (low).
Payroll taxes owed that don't go down from one month end to the next.
The same loan balance three month ends running: payments may be booked as expense.
Bank or card transactions more than 60 days old that still haven’t cleared.
How a month runs
We check every connected client each month. For many problems we also suggest the right account. We never change anything for you.
Fix the high-priority items first, in QuickBooks, and mark them done here. Your Monday email lists which clients need you that week.
Send a PDF or a secure link with your logo and colour. Links stop working after 90 days, and you can turn one off at any time.
Every Monday
The total that needs a look across every client, then the most important items, each with what's wrong, why it matters, and the first step to fix it. Clean books stay off the list. No dashboard to check.
See the full sample email
Client reports
Your client sees your logo, a books health score, the top findings with amounts, and what changed since last month. BetterFinanceView's name appears nowhere on it.
Real sample reports (PDF)
Example & Partners CPAs
Monthly Books Review · June 2026
PREPARED FOR
Acme Outdoor Supply LLC
| FINDING | AMOUNT |
|---|---|
| HIGHPossible duplicate, Rivertown Office Supply | $482.00 |
| HIGHUncategorized, Meridian Freight Co. | $1,150.00 |
| MEDClosed month edited, Crestline Properties | $1,200.00 |
Example & Partners CPAs. Confidential, prepared for our client.
Type your firm's name and pick a colour. This is the header your clients will see.
Scope of access
HowBetterFinanceView can only read QuickBooks. Nothing in it can create, change, or delete anything there.
Your controlDisconnect a client from BetterFinanceView or from QuickBooks at any time.
HowEach firm's data is walled off inside the database itself, so one firm can never see another's, even if the app had a bug.
Your controlOwner, Admin, Reviewer, and View-only roles.
HowYour QuickBooks connections are stored encrypted, and we never see a QuickBooks password.
Your controlIf a connection stops working, we flag it in the app so you can reconnect.
HowFor some flagged items, Claude (Anthropic's AI) gets the details it needs to suggest the right account or explain a spending jump: the date, vendor, amount, and accounts involved, but not your client's name. To write your Monday email, it does see each client's name and the facts behind each item.
Your controlSuggestions are never applied for you. Your data is not used to train AI models.
Full details, including what we store and how we handle QuickBooks Desktop files, are on the security page.
Who's behind it
A note from the founder
PlaceholderI spent twelve years running monthly closes for small-business clients. The work that kept me up in March was never the hard judgment calls. It was the duplicate bill nobody caught in July, or the rent payment someone re-dated after we had closed the month.
BetterFinanceView does the first pass I used to do by hand, for every client, every month. It only reads the books, because I would never give a tool write access to a client’s ledger, and I don’t expect you to either.
Jordan Ellis, CPA
Founder, BetterFinanceView
“We found a $4,200 duplicate vendor payment in the first week. The client had no idea.”
“Monday mornings used to be me opening 25 QuickBooks files. Now I open one email and know where to start.”
“Read-only was the deciding factor. I can explain that to a client in one sentence.”
Pricing
Free
$0
Up to 10 clients· Start here
Up to 10 clients, no credit card · Monthly review of every client · Weekly Monday email with only what needs you
Practice
$99/mo
Up to 100 clients
One flat price for up to 100 clients · Unlimited team members
Growth
$149/mo
Unlimited clients
Unlimited clients · Help getting your firm set up
| Plan | Clients monitored | Per month | Includes |
|---|---|---|---|
| FreeStart here | Up to 10 | $0 | Up to 10 clients, no credit card · Monthly review of every client · Weekly Monday email with only what needs you |
| Practice | Up to 100 | $99/mo | One flat price for up to 100 clients · Unlimited team members |
| Growth | Unlimited | $149/mo | Unlimited clients · Help getting your firm set up |
BETAEvery plan is free during early access. We'll tell beta firms well before any pricing change.
Per-client review tools charge more every time your firm grows. BetterFinanceView charges by tier.
Plans: Free $0 up to 10, Practice $99 up to 100, Growth $149 unlimited. Every plan is free during beta.
Questions
No. BetterFinanceView can only read your clients' books. Nothing in it can create, change, or delete anything in QuickBooks.
Each firm's data is walled off from every other firm's, and your QuickBooks connections are stored encrypted. We keep the problems we find and summary figures for your reports, not a copy of your clients' QuickBooks Online transactions.
No. Those tools run your to-do lists and client communication. BetterFinanceView looks inside the books and tells you what needs fixing.
No. For some flagged items, Claude (Anthropic's AI) suggests the right account and says how sure it is. You decide whether to use it, and you make any change in QuickBooks yourself.
Transactions (expenses, bills, checks, deposits, journal entries), the chart of accounts, and profit and loss reports. Not payroll, not customer payment details, and nothing outside the general ledger.
Yes. Invite people as Owner, Admin, Reviewer, or View-only. Reviewers work issues; view-only members can read reports and dashboards but can't change anything.
Yes. Early-access firms use every plan free in exchange for feedback. Features may change, and we'll give beta firms plenty of notice before any pricing change.
Create your account, connect one client, and see what we find. Free during beta, no credit card.
Create your free account
