Connect Clients
Connect as many QuickBooks accounts as you need.
Connect as many QuickBooks accounts as you need.
Choose what to monitor: deposits, invoices, bills, payments. Set custom thresholds and notification preferences for each client.
Receive real-time notifications across all client accounts. View all alerts in one dashboard and take action before issues become problems.
Monitor all client QuickBooks accounts from one dashboard — no more constant logins.
Get instant alerts when deposits, invoices, or bills need attention across all clients.
Never miss overdue invoices or unexpected vendor price increases again.
Save 5-10 hours per week by eliminating manual checking and spreadsheet tracking.
Look more professional to clients with proactive financial monitoring.
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Dive deep into every QuickBooks entity we monitor and discover the granular alert rules available. Each entity offers multiple monitoring options with customizable conditions - perfect for tailoring alerts to your specific business needs.
Ready to set up alerts for your business? Get started today
Start with a 14-day free trial, then scale as you grow your practice
Advanced real-time alerting with unlimited/high-volume alerts, enhanced rule options, and priority support for growing businesses
Contact us for enterprise pricing if you manage 50+ client accounts
Unlimited client accounts
Priority support
Custom integrations