QuickBooks integration

Your QuickBooks,
with Frank's read.

QuickBooks tracks your finances. Frank interprets them. Connect once and get a plain-English financial summary every week — no accountant required.

No credit card required

QuickBooks + Frank

Connected

What does my QuickBooks actually tell me?
F
Revenue is $42,300 this month, up 11%. But your gross margin dropped from 58% to 51% in 3 months. Revenue is growing — but the cost to deliver it is growing faster.
My QuickBooks shows overdue invoices — how bad is it?
F
$18,400 in invoices overdue 60+ days. That's 43% of your monthly revenue sitting uncollected. Chase the top 3 — they account for $14,200 of it.
Ask Frank about your QuickBooks data...
What Frank reads

What Frank pulls from QuickBooks

Frank reads your QuickBooksdata automatically — no exports, no manual entry. Here's what he looks at.

📊

Profit & Loss

Revenue, expenses, gross profit, and net income — pulled from your QuickBooks P&L.

💰

Cash flow

Operating, investing, and financing cash flows — Frank focuses on the operating picture.

📋

Outstanding invoices

Overdue receivables — who owes you, how much, and how long they've been waiting.

📉

Expense breakdown

Costs by category — payroll, contractors, overhead, and any line growing unusually fast.

🏦

Bank balance

Current cash position from your connected bank account via QuickBooks.

📈

Revenue trends

Month-on-month revenue movement and comparison against prior periods.

Frank's intelligence

What Frank does with your QuickBooks data

Frank doesn't just display the numbers — he reads them, connects them to the rest of your business, and tells you what matters.

F

QuickBooks shows $18,400 profit. Your actual cash position is different.

Profit and cash are not the same thing. Frank reads your receivables alongside your P&L and tells you what's actually in your bank versus what the income statement suggests.

F

Software subscriptions in QuickBooks grew from $1,200 to $2,800 a month.

Frank tracks cost categories over time and flags lines that are growing disproportionately. Tools and subscriptions have a habit of creeping up unnoticed — Frank notices.

F

Your gross margin compressed 7 points in one quarter.

Revenue growing while margin compresses is one of the most common hidden risks in a growing business. Frank tracks it in QuickBooks and tells you early — before it becomes a structural problem.

Setup

Connected in under 2 minutes.

One-click OAuth. No API keys, no CSV exports, no developer required.

1

Connect QuickBooks

Click 'Connect QuickBooks' in integrations. Standard OAuth — no manual data entry.

2

Frank reads your financials

Frank pulls up to 12 months of P&L, cash flow, and receivables from QuickBooks.

3

Get insights every week

Your weekly briefing includes a plain-English financial summary, updated every Monday.

Screenshot: Finance dashboard showing QuickBooks P&L and cash flow data

Replace with a screenshot showing Frank displaying QuickBooks data.

Also connects with

Frank

Your QuickBooks data,
finally working for you.

Connect QuickBooks in under 2 minutes. Frank starts reading your data immediately and delivers your first briefing within 24 hours.

No credit card required