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 | ✓ | |
Tickmark legend
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.
How a month runs
Each connected client is audited monthly. Many flagged items also get an AI-suggested account with a confidence score. Nothing is applied for you.
Work the high marks first, fix them in QuickBooks, and clear them here. Your Monday Briefing lists which clients need you that week.
Generate a PDF or secure link with your logo and colour. Links expire after 90 days and can be revoked at any time.
Client deliverable
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
HowOur QuickBooks client only implements read endpoints. Create, update, and delete calls are not in the codebase.
Your controlDisconnect a client from BetterFinanceView or from QuickBooks at any time.
HowAccess rules are enforced inside the database itself, so one firm's account can't reach another firm's data even if the app had a bug.
Your controlOwner, Admin, Reviewer, and View-only roles.
HowQuickBooks connection tokens are encrypted with AES-256-GCM, with the key stored apart from the data. We never see a QuickBooks password.
Your controlFailed token renewals are flagged to you, never retried silently.
HowFor some flagged findings (miscategorized items, uncategorized items with a known vendor, and high-severity spending spikes), Claude gets the date, vendor, and amount where there is one, the current account, the account that vendor is usually coded to and how many of its past transactions were coded there or left uncategorized (for miscategorized items) or the account's total spend and transaction count against its average monthly spend over the three months before the audited period (for spikes), and, when suggesting an account, up to ten accounts from your chart of accounts, without your client's name. To write your Monday Briefing, it gets each item's client name and the facts behind it.
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.”
Fee schedule
Free
$0
Up to 3 clients· Start here
Automated monthly audits · Issue tracking & history · Branded PDF reports with your name and logo
Solo
$49/mo
Up to 15 clients
Weekly Monday Briefing emails · Manual audit runs · Unlimited team seats
Practice
$99/mo
Up to 40 clients
Priority audit scheduling · Custom firm branding · Audit ignore rules
Growth
$179/mo
Unlimited clients
Client portal with your own branding (coming soon) · Dedicated onboarding · SLA support
| Plan | Clients monitored | Per month | Includes |
|---|---|---|---|
| FreeStart here | Up to 3 | $0 | Automated monthly audits · Issue tracking & history · Branded PDF reports with your name and logo |
| Solo | Up to 15 | $49/mo | Weekly Monday Briefing emails · Manual audit runs · Unlimited team seats |
| Practice | Up to 40 | $99/mo | Priority audit scheduling · Custom firm branding · Audit ignore rules |
| Growth | Unlimited | $179/mo | Client portal with your own branding (coming soon) · Dedicated onboarding · SLA support |
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 3, Solo $49 up to 15, Practice $99 up to 40, Growth $179 unlimited. Every plan is free during beta.
Review notes
No. We connect through Intuit OAuth and only call read endpoints. Create, update, and delete calls do not exist in our QuickBooks code.
Connection tokens are encrypted with AES-256-GCM, and each firm is walled off at the database layer. We don't keep a mirror of QuickBooks Online transactions. QuickBooks Desktop IIF uploads are the one exception: encrypted at rest, deletable, and retention-controlled.
No. Those tools run your workflow and client communication. BetterFinanceView looks inside the books and tells that workflow what needs doing.
No. For some flagged transactions, such as miscategorized items and uncategorized items with a known vendor, Claude (Anthropic) suggests an account with a confidence score. You accept or ignore it, and you make any change in QuickBooks yourself.
Transactions (expenses, bills, checks, deposits, journal entries), the chart of accounts, and P&L summaries. Not payroll, not customer payment information, 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 the marked-up ledger. Free during beta, no credit card.
Create your free account
