Live QuickBooks sync · AI-powered analysis

Your entire financial life.
One dashboard.

P&L, balance sheet, net worth, and every transaction across all your entities — synced live from QuickBooks, analyzed by AI.

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finstalker.ai/app
Live QBO · 3 entities
Total Income
$348,580
↑ 12.4% vs last year
Total Expenses
$281,244
Across all entities
Net Income
$67,336
19.3% margin
Net Worth
$1.24M
↑ $84k this year
Consolidated P&L · Full Year 2026
BV RB SC
Income
Total Income$348,580
Expenses
Total Expenses$281,244
Net Operating Income$67,336
Other Income
Total Other Income($12,447)
Net Income$54,889
Expenses by category
Marketing
$74,210
Salaries
$58,900
Software
$25,440
Legal
$16,800
Travel
$11,920

No credit card required · Connect your QuickBooks in 60 seconds

📊
Scattered across four QuickBooks accounts
You have three companies, two LLCs, and a personal portfolio. Each lives in a separate QBO account. Getting a consolidated view means copy-pasting into a spreadsheet.
🗓️
Month-end close takes a weekend
Reconciling everything, building the summary, answering "where did the money go?" — you're a founder, not a CFO. It shouldn't consume your Sundays.
🔮
Your accountant sees last quarter. You need right now.
Waiting for reports that are already 90 days old means making today's decisions on yesterday's picture. You need a live view of where you actually stand.
Features

Everything you need.
Nothing you don't.

Profit & Loss

Every entity, side by side. Or consolidated.

See income, expenses, and net income per entity in monthly columns — exactly as QuickBooks presents it, verified to match. Switch to consolidated view for a single bottom line across all your companies.

  • QBO-verified figures with reconciliation badge
  • Summary cards + full month-by-month Detail grid
  • Drill into any category to see individual transactions
  • Period picker: MTD, QTD, YTD, Last 6M, custom range
P&L · Full Year 2026 · Detail view
BV RB SC ✓ Reconciled
CategoryJanFebMarTotal
Income
Coaching revenue$18.4k$21.2k$19.8k$59.4k
Product sales$9.1k$11.4k$8.7k$29.2k
Expenses
Marketing$6.2k$7.8k$5.9k$19.9k
Net Operating$21.3k$24.8k$22.6k$68.7k
Transactions

Every transaction across all entities. Searchable. Filterable.

20,000+ transactions in one unified feed, straight from QuickBooks. Filter by entity, category, section, date, or free-text search. Enriched with customer and vendor names from the QBO API.

  • All entities in one list — no switching between QBO accounts
  • Enriched customer/vendor names for every transaction
  • Filter by entity, category, section, year, month, or keyword
  • Drill into any P&L category to see the underlying transactions
All Transactions · 20,855 records
All Entities ▾
All Categories ▾
2026 ▾
DateVendorCategoryEntityAmount
2026-04-03 Superhuman Software subscriptions BV $40.00
2026-04-01 Charles Schwab Investment income RB $300.00
2026-03-31 Marketing Agency Marketing & Advertising BV ($6,865)
2026-03-31 TD Bank Mortgage interest SC $3,919
2026-03-28 Amazon Sales of Product Income BV $2,837
Balance Sheet & Net Worth

Assets, liabilities, equity. The full picture.

Balance sheet per entity, or consolidated across all. Monthly snapshots let you filter to any point in time. Net worth tracking shows where you stand across everything you own and owe.

  • Consolidated balance sheet with deterministic entity merge order
  • Monthly snapshots — filter to any prior period
  • Net worth trend: total assets minus total liabilities over time
  • Investments page for portfolio-level tracking
Balance Sheet · Consolidated · Mar 2026
Assets
Cash & bank accounts$284,440
Accounts receivable$48,200
Investment accounts$812,330
Real estate$620,000
Total Assets$1,764,970
Liabilities
Credit cards$22,140
Mortgage balance$498,200
Net Worth$1,244,630
AI Financial Analyst

Ask anything. Get answers from your actual data.

The AI reads your live financial data — transactions, P&L, balance sheet, net worth — and answers questions in plain English. Not generic advice. Your numbers, your entities, your story.

  • Answers grounded in your real QuickBooks data
  • Can query transactions, run calculations, spot trends
  • Generates charts, tables, and KPI cards on demand
  • Remembers context across your conversation
AI Chat · powered by Claude
You
What drove the loss in BV this quarter?
FinStalker AI
BV's Q1 net loss of ($61,376) was driven primarily by Marketing & Advertising at $74,210 — up 38% vs Q1 last year. Revenue grew 12% to $48,580, but expenses outpaced it. The biggest single line items were agency fees ($32,889) and software ($8,027 in website development). Want me to build a variance report comparing Q1 this year vs last?
You
Yes, and pin it to my dashboard.
📌 Report generated · Q1 Variance: BV
Pinned to your Reports dashboard. Updates automatically on next sync.
Report Builder

AI-generated reports that live on your dashboard.

Ask the AI to build a report — a chart, a KPI card, a comparison table — and it generates a self-contained component pinned directly to your Reports page. No exports, no rebuilding every month.

  • 50+ pre-built report templates across 7 families
  • AI generates custom reports from natural language
  • Charts, KPI tiles, trend lines, comparison tables
  • Reports auto-update on every sync
Reports · Pinned to dashboard
Revenue by Entity · YTD 2026↻ Live
BV
$48,580
RB
$214,340
SC
$85,660
Monthly Net Income TrendAll entities
How it works

Up and running in minutes.

No configuration, no onboarding call. Connect QuickBooks, sync, and start asking questions.

01
Connect your QuickBooks companies
OAuth2 connect flow — authenticate with QBO in one click per company. All your entities live in one workspace. Add more any time.
Supports multiple QBO accounts
Production + Sandbox environments
Tokens stored encrypted, never shared
02
Sync your data
One click pulls P&L, Balance Sheet, and every transaction from QuickBooks. Smart sync detects changes and only updates what's new.
Full history on first sync
Incremental updates in seconds
QBO-verified reconciliation check
03
Ask questions, build reports, track everything
Your financial command center is live. Explore the dashboard, chat with the AI analyst, pin reports, and monitor your wealth across all entities.
AI answers from your real data
Pinnable report cards
Multi-workspace for multiple clients
🔐
End-to-end encrypted
QBO tokens stored encrypted. Your financial data never leaves your workspace.
🏢
Full workspace isolation
Multi-tenant architecture with complete data isolation between workspaces.
⚡
Live QuickBooks data
Direct QBO API integration. Sync in seconds. Always reflects your actual books.
🤖
Powered by Claude AI
Anthropic's Claude analyzes your actual data — not generic financial advice.
Pricing

Simple, transparent pricing.

Start free. Upgrade when you need AI and advanced features.

Free
$0
Forever free
The core dashboard — P&L, balance sheet, transactions, and net worth for your entities. No time limit.
  • ✓ Multi-entity P&L (summary + detail)
  • ✓ Balance sheet & net worth
  • ✓ Transaction feed (all entities)
  • ✓ Live QuickBooks sync
  • ✓ Up to 2 QBO companies
  • – AI chat & analysis
  • – Report builder
  • – Multiple workspaces
  • – CSV export
Get started free
Most popular
Pro
$49/mo
Billed monthly · cancel any time
Everything in Free, plus AI-powered analysis, report builder, unlimited companies, and multi-workspace support.
  • ✓ Everything in Free
  • ✓ AI financial analyst (Claude)
  • ✓ AI report builder · 50+ templates
  • ✓ Unlimited QBO companies
  • ✓ Multiple workspaces
  • ✓ CSV export
  • ✓ Document upload & web search
  • ✓ Priority support
Start Pro →

Managing funds, a family office, or multiple clients? Contact us for Enterprise pricing.

Built for people
who run things.

Stop piecing together your financial picture from four spreadsheets and two browser tabs. Everything, in one place, right now.

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No credit card required · Connect QuickBooks in 60 seconds