Bring your QuickBooks data into Quadratic to analyze revenue, expenses, and cash flow, automate reporting, and combine financial data with other sources. Build dashboards and share them with your team — no BI setup required.
- Connect QuickBooks and access all your financial data in one place.
- Build dashboards that track revenue, expenses, cash flow, and more.
- Combine QuickBooks with CRM, banking, or product data for deeper insights.
- Use AI to ask questions about invoices, bills, customers, and vendors.
- Analyze your data in a familiar spreadsheet interface.
- SOC 2 and HIPAA compliant, with enterprise-grade security.
Generate reports automatically
Automate finance and operations reporting. Quadratic turns your QuickBooks data into clear summaries and charts that update instantly — no more manual exports or repetitive work.
Explore your accounting data naturally
Instead of exporting CSVs, use a live QuickBooks spreadsheet sync to explore invoices, bills, payments, customers, and vendors in one place.
Build dashboards with AI
Quadratic's AI can instantly build dashboards for revenue, expenses, receivables, and payables. Just describe what you want — and watch it generate charts and reports automatically.
Use Cases
QuickBooks + Quadratic works for every type of team.
Finance Teams
- Track revenue, expenses, and cash flow in dashboards that update automatically.
- Monitor accounts receivable and payable with clear, real-time visibility.
Operations Teams
- Understand where money is being spent and identify cost-saving opportunities.
- Build reports that combine financial and operational data in one place.
Founders & Executives
- Get a real-time view of business performance across revenue, expenses, and cash.
- Build simple dashboards to track key financial metrics without relying on analysts.
Agencies & Bookkeepers
- Manage multiple client accounts with reusable reporting templates.
- Deliver clean, consistent reports without manual exports from QuickBooks.
AI-powered financial analysis
Quadratic acts like an AI assistant for your QuickBooks data. Ask questions like “Which customers have the highest outstanding balances?” or “How did expenses change month over month?” and get instant answers with charts and summaries.
Combine QuickBooks with code
Go beyond standard reports. Use Python and JavaScript alongside your QuickBooks data to build custom financial models, forecasts, and advanced analyses.
Secure enterprise connections
Quadratic connects securely to QuickBooks. We're SOC 2 and HIPAA compliant, and support self-hosting for enterprises that need full control over their data.
FAQ
Why use Quadratic for QuickBooks data analysis?
Quadratic makes it easy to analyze financial data in a spreadsheet interface — no exports, no BI tools, just insights.
How do I connect QuickBooks to Quadratic?
From your Quadratic workspace, go to Connections, choose QuickBooks, and authenticate your account. Your data will be available instantly.
Can I build dashboards with QuickBooks data?
Yes — you can create dashboards for revenue, expenses, cash flow, receivables, and more, all of which can update automatically.
What kinds of reports can I create?
You can generate reports for revenue, expenses, outstanding invoices, vendor spend, cash flow, and more using AI or SQL.
How is this different from Google Sheets and traditional reporting tools?
Sheets and traditional tools require exports and setup. Quadratic connects directly to QuickBooks so you can analyze, visualize, and refresh data in one place.
Is my QuickBooks data secure?
Yes. Quadratic uses secure connections and is SOC 2 and HIPAA compliant. Enterprise customers can self-host for full control.
Explore other connections
Quadratic supports a growing list of data sources. Combine and compare data across sources using Quadratic.
