Tools
Standalone tools for managing your QuickBooks data
Experimental Tools
These tools are in active development. Some features may be incomplete or behave unexpectedly. Your advisor will guide you through using them during onboarding sessions.
Chart of Accounts Setup
Review and clean up your chart of accounts. Add missing accounts, rename confusing ones, and merge duplicates.
Uncategorized Transactions
Bulk re-categorize expenses by vendor. AI suggests the right account based on your patterns.
COA Cleanup
Deactivate unused accounts and finalize your chart of accounts structure.
Invoicing Setup
Set up invoicing: connect payment processor, configure email templates, and manage AR collections.
Job Management
Manage jobs, track profitability, and create invoices. Full job costing lifecycle.