Loading...
Smarter Insights
with AI + QuickBooks
Millions of transactions flow through QuickBooks every day. MyQbooks puts an AI accountant on top of your books - categorizing, reconciling, and answering questions so you can focus on running your business.
Ask your books anything
What was my profit margin last quarter vs. Q3?
Q4 gross margin was 42.1%, up from 38.6% in Q3.
Main driver: lower COGS on the Pro SKU (−$12,430).
Categorize the unreviewed Amazon charges
Categorized 23 transactions · $4,812.66
This month at a glance
$184,203
Revenue
↑ 12.4%
$62,901
Expenses
↓ 3.1%
1,284
Transactions synced
Auto-categorized
0
Unreconciled
All clear ✓
Trusted by thousands of QuickBooks users
Platform
Built for modern bookkeeping.
A complete AI layer on top of QuickBooks Online. Categorization, reconciliation, reporting, and answers - all in one place.
Auto-categorization
AI learns your chart of accounts and categorizes new transactions the moment they sync from your bank.
Smart reconciliation
Match bank feeds to QuickBooks entries automatically. Discrepancies flagged for review in seconds.
Natural language Q&A
Ask "what's my burn rate?" or "show vendors over $10k" - get instant, source-cited answers.
Live dashboards
Always-on P&L, cash flow, and AR/AP views that update the moment QuickBooks changes.
Read-only & secure
OAuth through Intuit. Bank-grade encryption. Your data never trains public models.
Receipt matching
Forward receipts by email. AI attaches them to the right transaction automatically.
How it works
Connect once. Let AI handle the rest.
Sign in with Intuit, grant read access, and your AI accountant gets to work in under 2 minutes.
- Secure OAuth sign-in with your QuickBooks Online account
- AI ingests your chart of accounts, vendors, and history
- Real-time sync keeps everything up to date automatically
- Chat with your books from web, email, Slack, or WhatsApp
| Date | Vendor | Category | Amount |
|---|---|---|---|
| Apr 08 | Stripe | Revenue | +$8,204.10 |
| Apr 08 | AWS | Software | −$1,420.00 |
| Apr 07 | Uber | Travel | −$42.80 |
| Apr 07 | Shopify | Revenue | +$3,012.55 |
| Apr 06 | Gusto | Payroll | −$18,402.00 |
| Apr 06 | Adobe | Software | −$79.99 |
WhatsApp
Connect and chat where you already work
Link WhatsApp to MyQbooks and ask about cash flow, overdue invoices, or expense trends-right from your phone. No new app to learn; just message naturally and get answers grounded in your QuickBooks data.
- Secure connection-only you can message your linked number
- Quick prompts for balances, P&L snapshots, and vendor totals
- Replies stay in sync with what you see in the web experience
Pricing Built to Scale
Start for free and upgrade as your business grows. No long-term contracts, cancel anytime.
Free
Core AI chat and essential workflows
$0/month
- AI chat with your QuickBooks data
- Monthly transaction summary
- Community support
MOST POPULAR
Starter
Full automation for growing teams
$10/month
- Unlimited AI questions & exports
- Advanced categorization & insights
- Priority email support
- Cancel anytime
Start understanding your business finances like never before.
Join thousands of businesses who have traded spreadsheets for intelligent insights.