For accountants and bookkeepers
Answer client questions from their books. From your phone.
Pick a client. Ask a question. Get an answer with every figure traced to a QuickBooks record. Edit it. Send it from your own email or chat app.
Works with QuickBooks Online. Nothing is ever posted to the books.
How it works
Three steps. One tab bar. No dashboards.
1
Pick a client
Connect a QuickBooks company. Each client gets its own address where questions can arrive.
2
Ask
Type the question or say it. The answer comes back with the records behind every number.
3
Send
Read it. Trim it. Share it from Gmail, Outlook, or WhatsApp. It goes out under your name.
Why you can send it
- Every figure is traced to a record in the books.
- If something cannot be verified, the answer says so.
- Nothing is ever posted to the books. You approve every word that leaves.
Early access
Try it with one client.
We onboard a few firms at a time. Bring one QuickBooks client and ask a real question.