This AI Assistant connects to your client's QuickBooks, pulls their Balance Sheet, P&L, and Cash Flow for the period you choose, and drafts a plain English financial review and generates a professional report. You review, edit, and send — turning hours of work into minutes.
How it works:
- Connect your client's QuickBooks account securely.
- Choose the company and period you want the report for.
- AI agent pulls the numbers, generates a downloadable PDF report.
- You review the report and share it with client.