5-minute setup · Delivered by the 3rd

From QuickBooks to CFO insight in 24 hours.

No complex setup. No spreadsheets to fill out. Just connect your QuickBooks, and we handle everything — AI analysis, CPA review, and delivery to your inbox by the 3rd.

Getting started (one-time setup)

Four steps from sign-up to your first CFO Report.

1

Share QuickBooks Access

5 minutes

We request read-only accountant access to your QuickBooks Online. You approve in seconds through QBO's built-in accountant invite — no passwords shared, ever. We can only read your data, never touch it.

  • You invite us via the QuickBooks Accountant access panel
  • We receive read-only view of your P&L, balance sheet, and cash flow
  • You can revoke access instantly at any time from your QBO settings
  • We recommend signing an NDA first — we'll provide ours or sign yours
2

We Pull Your Data

Automated, every 1st

On the 1st of each month, our system automatically pulls your P&L, balance sheet, and cash flow statements from QuickBooks for the prior month. No action required from you after setup.

  • Automated data pull on the 1st of every month
  • We extract P&L, balance sheet, and statement of cash flows
  • Prior month vs. prior year comparisons calculated automatically
  • All source data cross-referenced against QuickBooks for accuracy
3

AI + CPA Review

Day 1–2

Claude AI generates the narrative, cash flow analysis, anomaly alerts, KPI dashboard, and 3 CFO recommendations. Then Nicholas (your CPA) reviews every number, every flag, and every recommendation before it leaves our system.

  • AI writes the plain-English narrative from your actual numbers
  • Anomaly detection flags any line item that moved >15% vs. prior month
  • 60-day forward cash flow projection calculated and explained
  • Nicholas personally QAs every number against QuickBooks source before delivery
4

Report Delivered

By the 3rd

By the 3rd of every month, your branded FinSight CFO Report lands in your inbox as a professional PDF — and appears in your client portal. Plain English. Specific numbers. Actionable next steps. Every month, automatically.

  • PDF delivered to your inbox by the 3rd of every month
  • Report also available immediately in your secure client portal
  • Reply directly to the report email with any questions (Growth/Premium)
  • Archive of all prior reports accessible in your portal anytime

What happens every month

After setup, it's completely hands-free for you.

1st

Data Pull

Automated pull of your prior month's data from QuickBooks Online.

Day 1

AI Analysis

Narrative, anomalies, cash flow forecast, KPIs, and recommendations generated.

Day 2

CPA Review

Nicholas verifies every number against QuickBooks source before delivery.

By 3rd

Report Delivered

PDF lands in your inbox and your portal. Ready to act on.

Bank-level security

Your data is safe.

We take your financial data seriously. Here's exactly how we protect it — no vague assurances, just specifics.

  • Read-only access, always

    We request accountant read-only access through QuickBooks Online's official invite system. We can view your reports — we cannot create transactions, modify data, or access your bank accounts.

  • Bank-level encryption

    All data transmitted between QuickBooks and our system uses TLS 1.3 encryption. Your financial data is stored encrypted at rest.

  • NDA available

    We're happy to sign a mutual NDA before you grant access. Send us yours, or we'll provide ours. Either way, your confidentiality is contractually protected.

  • Clean break on cancellation

    When you cancel, we immediately remove our QuickBooks access and delete your data from our system on request. No data retained.

See it before you commit

Ready to see it for yourself?

Download a complete sample CFO Report — built from fictional QuickBooks data in the exact format every client receives monthly. Or book a 30-min demo.