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We’re on a mission to give everyday people better access to their business data. Help us build the data democracy by referring a friend to Simply forward this email to business owners, accountants and bookkeepers in your network.

How works

In this video, Hailey from our Customer Success team gives a quick overview of and shows you how it works.


We can help you connect your data and get started with in minutes + it’s free!

In this video series we’re connecting directly with business owners to get the dirt on accounting, financial decisions and what keeps them up at night. We get their insights on the value of trusted financial advice and getting better access to answers from their business data.

When it comes to her business, evaluating its value, trends and what her customers are purchasing… small business owner, Christel Havre has questions.

Read more…

Geoff Hughes is always on the go-go, which as a marketing agency owner, it leaves little time to search for answers with his accountant and to translate the answers into sound business decisions.

Read more…

For the love of growth

Adding value as a financial advisor is a win-win for bookkeepers and their clients. We spoke with our amazing bookkeeper, Cheryl Carlson, to get insight on why having your accountant/ bookkeeper act as an advisor makes good business sense. Read more…

We’ve launched on!

Now it’s even easier to get answers from your QuickBooks Online data – download through and let us take on your data ‘dirty work’. We are available in Canada, US, UK and Australia!


We know that it can be really difficult for business owners to access the answers to a lot of their financial questions, much less use it to make better business decisions, month after month. is a great tool to help accountants and bookkeepers evolve into trusted advisors for their clients.

In these videos we will show you some of the basics of how works.




Here’s where we will be next:

In early May we presented at the QB-HQ Roadshow with top apps including Hubdoc, Receipt Bank, Method CRM, T-Sheets, Way Pay, Fathom and Aero Workflow. We loved meeting amazing new customers across Canada.


Our team is working hard to provide the best possible education content. If there's anything you would like to learn more about, please connect with us at

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