How-to with

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Join our support channels on Facebook, Twitter + Slack for even more tips and tricks to get the most out of!

Meet your powerful new AI assistant

Get your accounting data connected to today (free!) and get immediate answers about your business, including:

  • Average sales per customer per month for the last 3 months
  • Total AR balances per customer
  • Average days to pay per customer per month
  • Growth in sales per class per product per month
  • Total expenses per supplier

Just ask Here’s more questions you can ask.


Meet Taisa, your success specialist


Getting answers about your business just got insanely easy.

Schedule a live 15-minute demo with Taisa to see how works.

Connecting your QuickBooks data to takes less than a minute!

In this quick video, Taisa shows you how it’s done.

More integrations coming soon!image

We are determined to democratize data access for everyone. And, we’re working fast on several more integrations including Xero! Stay tuned for more updates and release announcements. Tell us what integrations you want.


Development Update

The developer team is at it again, working their magic to bring you more functionality. In the latest release of our app, you are now able to query your data by account and by class. For example, you can now ask “What is my growth per class per product month over month.”

In addition, reporting and templates have now been released – one more reason to try our Innovator’s release and see how we can improve your reporting workflow.

Last chance for extended free access!


This is the last week to sign-up as a Innovator and receive your extended free trial. Don’t miss out on the opportunity to incorporate cutting-edge AI into your business. The set-up is easy and it’s free! Tell your friends!

  • Early access to new feature such as reports + templates
  • Enhanced support
  • Recognition as a Innovator
  • Exclusive swag


We had a great time engaging with our Innovator’s in January at QuickBooks Connect in Vancouver and at our first Innovator meet-up in YYC. Here’s where we will be next:




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