Turn QuickBooks data into financial insight with CFOly

QuickBooks helps record and organize the financial activity of a business.

CFOly helps accounting firms and business owners review, visualize and discuss that information.

Connect a supported QuickBooks Online company to create financial dashboards, monitor goals and KPIs and explore business performance more efficiently.

Connect QuickBooks to CFOly

Get more value from the financial information already in QuickBooks

After connecting a supported QuickBooks Online company, CFOly may use the available information to support:

Financial dashboards
KPI monitoring
Goal tracking
Financial insights
AI CFO questions
Multi-period review
Management and advisory conversations
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The development team must provide a precise list of:

QuickBooks reports imported
QuickBooks objects accessed
Refresh frequency
Historical periods available
Whether transactions are stored
Whether CFOly has read-only or write access
Whether users can revoke access
How disconnected companies are handled

Connect in a few simple steps

Step 1

Create or sign in to your CFOly account.

Step 2

Select the option to connect QuickBooks Online.

Step 3

Sign in to QuickBooks and authorize the applicable company.

Step 4

Allow CFOly to import or refresh the supported financial information.

Step 5

Add business goals, context and available KPIs.

QuickBooks records. CFOly helps explain.

After connecting a supported QuickBooks Online company, CFOly may use the available information to support:

QuickBooks

Transactions
General ledger
Reconciliations
Accounts receivable
Accounts payable
Financial statements
Accounting records

CFOly

Financial dashboards
Goal tracking
KPI visibility
Financial review
AI-powered questions
Advisory support
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CFOly is AI-powered financial review and advisory software for accounting firms.
Connect QuickBooks, review financial performance, monitor goals and KPIs and prepare stronger client conversations.

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CFOly is financial analysis and decision-support software. Information generated by CFOly does not constitute accounting, tax, investment or legal advice.