Connect Clients
Connect as many QuickBooks accounts as you need.
Get set up in minutes, not hours
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.
Set up custom alerts for exactly what you need to track
Track when payments hit bank accounts and payment methods used
Monitor overdue invoices and payment status changes
Track vendor bill increases and payment schedules
Monitor account balance changes and classifications
Track large incoming cash and AR payment changes
Get alerts for potential duplicate transactions to ensure accuracy and prevent errors.
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
Contact us for enterprise pricing if you manage 50+ client accounts
Unlimited client accounts
Priority support
Custom integrations
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