Catch what your month-end review misses.
BetterFinanceView connects to QuickBooks Online and automatically surfaces duplicates, miscategorizations, and anomalies in your clients' books — so you find them before your clients do.
We never write to your QuickBooks. Ever.
Read-only access enforced by Intuit's API — not just a policy on our end.
No credit card required. Free during early access.
Manual QBO review is how things slip through.
Scrolling through transactions
Reviewing each line manually doesn't scale past a handful of clients. Things get missed, especially in busy season.
Catching duplicates too late
Duplicate entries, miscoded transactions, and uncategorized accounts often surface during tax prep — months after they happened.
The client finds it first
Nothing erodes trust faster than a client spotting a bookkeeping error before you do.
How it works
Set up takes about 2 minutes per client. After that, it runs automatically every month.
Connect QuickBooks
Connect a client's QuickBooks through a secure, view-only authorization. Takes 60 seconds. We request the minimum access needed — nothing more.
We audit the books
Our engine checks for duplicates, miscoded transactions, and closed-period changes. It also spots unusual spending patterns and uses AI to suggest corrections for uncategorized items.
You review what matters
Issues are prioritized by severity. Fix them in QuickBooks, then mark them done here. Generate a branded PDF report — your firm name, logo, and colors — to send to your client.
What we catch
Eight issue types — caught by rules, pattern detection, and AI-assisted review.
Duplicate transactions
Same amount and vendor appearing more than once in a period.
Miscategorizations
Transactions in the wrong account — vendors that commonly appear in multiple categories.
Uncategorized accounts
Transactions sitting in "Ask My Accountant" or unassigned accounts.
Category spending spikes
Month-over-month surge in a specific expense category — flags unusual spend before it compounds.
Revenue drops
Unexpected month-over-month revenue decline across the P&L.
Closed period modifications
Transactions added or changed in a period that was already reviewed.
Suspiciously round numbers
Round-dollar entries that may indicate estimated or placeholder transactions.
New high-value vendors
First-time vendors above a threshold — prompts a quick verification.
Strictly read-only
We never write to your QuickBooks. Authorization is read-only by design. You can revoke access in one click.
Encrypted at rest
Your connection credentials are protected with bank-level encryption. Your data is completely walled off from every other firm.
Runs automatically
Monthly audits are scheduled automatically. Digests arrive in your inbox on your preferred cadence. Nothing to remember.
Reports that go out under your firm's name — not ours.
Generate a branded PDF summary of any audit — your firm name, logo, and color. Share via a secure link or download directly. Links expire after 90 days and can be revoked at any time.
- Your firm's branding — logo, color, footer
- Shareable link, no login required for clients
- PDF download included
- Snapshot-based — frozen at time of generation
Audit Report
Smith Retail LLC
Duplicate transaction
Office Depot
Uncategorized
Amazon Business
Category spike
Meals & Entertainment
Simple, transparent pricing.
No per-user charges. No hidden add-ons. Flat rate per client tier.
All plans are free during early access while we're in beta.
Free
Up to 3 clients
- Automated monthly audits
- Issue tracking & history
- Branded PDF reports — your name and logo
- Team access (2 seats)
Solo
Up to 15 clients
- Everything in Free
- Weekly digest emails
- Manual audit runs
- Unlimited team seats
Practice
Up to 40 clients
- Everything in Solo
- Priority audit scheduling
- Custom firm branding
- Audit ignore rules
Growth
Unlimited clients
- Everything in Practice
- Client portal with your own branding (coming soon)
- Dedicated onboarding
- SLA support
Frequently asked questions
Does BetterFinanceView write anything to my QuickBooks?
No. BetterFinanceView only looks — it never touches. We connect to QuickBooks through a secure, view-only authorization and retrieve transaction and account data. We cannot modify, create, or delete anything in your QuickBooks company.
How is my clients' financial data protected?
Your connection credentials are protected with bank-level encryption. Your firm's data is completely walled off from every other firm — it's impossible for one account to see another's data. We do not sell or share your data. See our Security page for full details.
Does this work alongside my practice management tool?
Yes — BetterFinanceView adds something your practice management tool doesn't do: automated analysis of what's inside the books. Tools like Karbon, TaxDome, and Financial Cents are great at managing workflows and client communication. BetterFinanceView is the layer that actually looks at the transactions and flags what needs attention. They work better together.
How does the AI enrichment work?
For transactions flagged as uncategorized or miscategorized, we send the transaction description to Claude (Anthropic) which suggests a corrected account category and a confidence score. You decide whether to accept the suggestion — we never act on it automatically.
What QuickBooks data do you access?
We retrieve transactions (expenses, bills, checks, deposits, journal entries), chart of accounts, and P&L summaries. We do not access payroll data, customer payment information, or anything outside the general ledger.
Can my whole team use it?
Yes. You can invite team members with different roles: Owner, Admin, Reviewer, or View-only. Reviewers can act on issues; view-only members can see reports and dashboards but can't change anything.
Is this currently in beta?
Yes. We're in early access, which means you get free or discounted access in exchange for feedback that shapes the product. Features may change. We will notify you well in advance of any pricing changes.
Ready to stop missing things?
Connect your first QuickBooks client in under 2 minutes. Free during early access.
Get started — it's freeNo credit card required.