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Monthly QuickBooks review for bookkeepers and accounting firms

Your clients hear from you every month.

Not just when there's a problem. BetterFinanceView reviews each client's QuickBooks Online every month. You get one list of what needs you on Monday, and each client gets a books update from your firm, under your name, as soon as you approve it.

Create your free accountSee a sample review
READ ONLYWe never change QuickBooks. BetterFinanceView can only read your clients' books. You can disconnect a client at any time.
In 51 seconds: payroll taxes, a loan balance and a duplicate bill, each caught, fixed, and told to the client in plain words; the same update under two firms' names; and approving it from your Monday email.

Client reports

The review goes out on your letterhead, not ours.

Every month each client gets an email from your firm with your logo: books up to date through last month, what you reviewed, what you fixed, what checked out, and what's next. No grades, no scores. Your clients see the value of what you do, every month. BetterFinanceView's name appears nowhere on it.

  • Sent to every client monthly, once you approve it
  • Your logo, colour, and footer on every report
  • Shareable link, no login needed for the client
  • Stays exactly as it was when you created it
  • PDF download included on every plan

Real sample reports (PDF)

Example & Partners CPAsSample Street Accounting
Firm colour

Example & Partners CPAs

Monthly Books Review · June 2026

PREPARED FOR

Acme Outdoor Supply LLC

Your books are up to date through June

We reviewed 412 transactions and 9 accounts this month.

  • Fixed: A bill paid twice to Rivertown Office Supply$482.00
  • Fixed: Meridian Freight Co. moved to Freight & Delivery$1,150.00
  • Checked and clear: Bank balances, payroll liabilities, and loans
  • Next on our list: Match customer payments to a bank deposit$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.

Behind every update

15 checks behind every update.

Every month we check each client's transactions against simple rules and the client's own history, then look over the balance sheet. Each problem gets a mark, a priority, and the dollar amount, so you can work through the month in minutes. Problems can be caught while they're still small, not when a notice arrives, and what you fix shows up in the client's next update.

General ledger scan · June 2026

Client: Acme Outdoor Supply LLC (example)
Source: QuickBooks Online, read-only

W/P B-4
Vendor / accountAmountMark
06/02Crestline PropertiesRent1,200.00✓
06/03Rivertown Office SupplyOffice Supplies482.00✓
06/04Rivertown Office SupplyOffice SuppliesSame vendor and amount, one day apart482.00D
06/09Meridian Freight Co.Uncategorized ExpenseUncategorized. Suggested: Freight & Delivery1,150.00U
06/12Skyline Business InsuranceMiscellaneousUsually coded to Insurance Expense640.00M
06/16Delta Fuel & FleetAuto Expense214.37✓
3 exceptions · 2 high2,272.00✓
Prepared byBetterFinanceView · 07/02/26
Reviewed by

Transactions

D

Duplicate transactions

Same amount and vendor appearing more than once in a period.

Why it mattersExpenses are overstated, and the vendor may really have been paid twice.

high
M

Miscategorized

Coded to an account this vendor doesn't usually go to.

Why it mattersThe P&L and the tax return are off, and a bad bank rule keeps repeating it.

medium
C

Changes after a month was closed

A transaction added, changed or deleted after its month was closed in QuickBooks.

Why it mattersReports you've already shared may no longer match the books until the change is confirmed.

medium
N

New high-value vendor

A first-time vendor with more than $2,000 of spend this period.

Why it mattersAn unexpected payment gets a second look, and a vendor needing a 1099 is caught early.

medium
S↑

Spending spike

A category at more than twice its average monthly spend over the prior three months. High severity above three times.

Why it mattersOften a duplicate or a mis-posting. If it is real, the client will want to hear it from you.

medium
R↓

Revenue drop

Revenue down more than 30% from the prior period on the P&L.

Why it mattersUsually income not yet recorded. If it is real, it is a conversation worth having now.

medium
U

Uncategorized

Sitting in an Uncategorized income, expense or asset account.

Why it mattersProfit isn't final until it's coded, and lenders and tax preparers notice.

high
A?

Ask My Accountant

Set aside for the accountant and never given a category.

Why it mattersOpen questions pile up quietly until tax time.

high

Balance sheet

P

Payroll liabilities not clearing

Payroll taxes owed that don't go down from one month end to the next.

Why it mattersTaxes may be unpaid, which means penalties, or paid but recorded in the wrong place.

medium
L=

Loan balances that never move

The same loan balance three month ends running: payments may be booked as expense.

Why it mattersExpenses are overstated, and the balance sheet shows more debt than the client owes.

medium
±

Backwards balances

A negative bank balance (medium), or a card, receivables or payables on the wrong side (low).

Why it mattersUsually a missing deposit or a payment recorded twice.

medium
UF

Payments stuck in Undeposited Funds

Customer payments recorded but never matched to a bank deposit for more than 30 days.

Why it mattersIncome can be counted twice, or a deposit that never reached the bank goes unnoticed.

medium
SU

Money in a suspense account

A balance parked until someone decides where it belongs.

Why it mattersThe reports are wrong by that amount until someone places it.

medium
B

Old uncleared bank items

Bank or card transactions more than 60 days old that still haven’t cleared.

Why it mattersThe reconciliation isn't really finished, and the book balance doesn't match the bank.

medium
OB

Opening Balance Equity left over

A setup balance that was never moved to its proper account.

Why it mattersThe balance sheet isn't final until it's moved, and owner's equity is misstated.

medium

How a month runs

We prepare. You review. Your firm signs.

Connecting a client takes about two minutes. After that the review runs on its own every month, and nothing changes in the books unless you change it.
Prepared byBFV

Books read and marked

We check every connected client each month. For many problems we also suggest the right account. We never change anything for you.

Reviewed byYou

Biggest problems first

Fix the high-priority items first, in QuickBooks, and mark them done here. Your Monday email lists which clients need you that week.

Sent byYour firm

A monthly update under your name

Approve this month's client emails from your Monday email. Each client sees that their books are up to date, what you reviewed and fixed, and what's next. You can also send a PDF or a secure link at any time.

Every Monday

One email a week. Only what needs you.

First, this month's client updates, waiting for your OK. Then the total that needs a look across every client and 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
Sample Monday email for a fictional firm: October client updates ready to approve, then $58,854.33 that needs a look across 3 clients, each item with a fix step
A sample briefing for a fictional firm.

Security

Secure. Read-only. Always.

BetterFinanceView can see your clients' QuickBooks, but it can't change anything in it. No edits, no deletions, no new entries. Ever.

What we read

  • Expenses, bills, checks, deposits, journal entries
  • Chart of accounts
  • Profit and loss and balance sheet reports

What we never do

  • Create, edit, or delete anything in QuickBooks
  • Read payroll or customer payment details
  • Sell data or use it to train AI models

We never change QuickBooks.

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.

Your firm's data stays yours.

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.

Connections are locked down.

HowEverything travels encrypted, the app runs in the United States, and your QuickBooks connections are stored encrypted. Clients connect through Intuit, so we never see a QuickBooks password.

Your controlIf a connection stops working, we flag it in the app so you can reconnect.

AI sees only what each job needs.

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

The people behind the review.

A note from the founder, and what early-access firms have told us.

A note from the founder

Placeholder

I 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

  • CPA, licensed in Ohio
  • QuickBooks Online ProAdvisor
  • 12 years in client accounting services
“We found a $4,200 duplicate vendor payment in the first week. The client had no idea.”
Dana Whitfield, Managing partner, Whitfield & Moore CPAs38 clientsPlaceholder
“Monday mornings used to be me opening 25 QuickBooks files. Now I open one email and know where to start.”
Marcus Oyelaran, CAS lead, Northgate Advisory61 clientsPlaceholder
“Read-only was the deciding factor. I can explain that to a client in one sentence.”
Priya Raman, EA, Owner, Raman Bookkeeping14 clientsPlaceholder

Compared

What you get that the others don't.

Each of these charges per client, and most can change the books. BetterFinanceView does neither, and it writes every client's monthly update for you to approve.

Swipe the table sideways to compare.

What you getBetterFinanceViewIntuit Books CloseDoubleXenett
Monthly update to every client, written for youYes, you just approve itNoYou build and send each reportClient portal
Can't change your clients' booksRead-onlyEdits in QuickBooksTwo-way syncTwo-way sync
Price$299 flat for up to 75 clients$8 per client ($6 above 50)$10–$50 per client$7.50–$10 per client

From each company's public website, October 2026. Intuit Books Close billing starts January 2027. Product names are trademarks of their respective owners. Side-by-side pages: Double, Xenett.

Pricing

Priced by the firm, not by the client.

Every feature and unlimited team members on every plan, at one flat price set by your firm's size, not per client. Pay yearly and get two months free. Free during early access.

  • Free

    $0

    1 client

    1 client, free · Unlimited books health checks for prospects · Weekly Monday email with only what needs you

  • Starter

    $124/mo

    Up to 25 clients

    billed yearly ($1,490)
    or $149/mo billed monthly

    Up to 25 clients reviewed every month · Weekly Monday email with only what needs you · Monthly client emails and reports under your firm's name

  • Practice

    $249/mo

    Up to 75 clients· Best value

    billed yearly ($2,990)
    or $299/mo billed monthly

    Up to 75 clients reviewed every month · Unlimited team members

  • Firm

    $499/mo

    Unlimited clients

    billed yearly ($5,990)
    or $599/mo billed monthly

    Unlimited clients · Help getting your firm set up · Unlimited team members

BETADuring early access every plan is free: every feature, unlimited clients, no credit card. When paid plans start, new firms get 45 days free, and we'll tell beta firms well before.

Win more clients without a per-client bill.

Per-client review tools charge more every time your firm grows. BetterFinanceView charges by tier.

40
BetterFinanceView Practice$299/mo
Per-client tool at $10 a client$400/mo
Per-client tool at $50 a client$2,000/mo

Plans: Free $0 up to 1, Starter $149 up to 25, Practice $299 up to 75, Firm $599 unlimited. Every plan is free during beta.

Questions

Common questions.

Doesn't QuickBooks already do this?

Partly. Intuit's accountant tools flag some problems, like uncategorized transactions and new vendors, and you already spot the rest yourself. What BetterFinanceView adds is the part your client sees: each month, an update from your firm, under your name, saying their books are up to date, what you fixed, what checked out and what's next. Behind it, every connected client is checked every month without you opening each file, including balance-sheet problems that sit unnoticed, like payroll taxes that don't clear and loan balances that never move, and your Monday email lists the clients who need you. It works alongside QuickBooks and never changes it.

Does BetterFinanceView write anything to QuickBooks?

No. BetterFinanceView can only read your clients' books. Nothing in it can create, change, or delete anything in QuickBooks.

How is my clients' financial data protected?

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.

Does it replace Karbon, TaxDome, or Financial Cents?

No. Those tools run your to-do lists and client communication. BetterFinanceView looks inside the books and tells you what needs fixing.

Will my clients get emails I haven’t seen?

No. Each client's monthly update waits for your approval in your Monday email. It carries only your firm's name, and nothing goes out until you approve it.

Does the AI change anything on its own?

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.

What QuickBooks data do you read?

Transactions (expenses, bills, checks, deposits, journal entries), the chart of accounts, and profit and loss and balance sheet reports. Not payroll, not customer payment details, and nothing outside the general ledger.

Can my whole team use it?

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.

Is this in beta?

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.

Hand next month's first pass to us.

Create your account, connect one client, and see what we find. Free during beta, no credit card.

Create your free account