SOC 2 · HIPAA · Secure QuickBooks connection
Build client-ready reports, analyze QuickBooks data, and answer ad hoc questions in a familiar spreadsheet. Ask in plain English, generate SQL automatically, and move from data to deliverable without switching tools.
1Prompt suggestions
The old way
Export, clean, reformat, rebuild the same charts, then open another sheet for ad hoc client questions. Next month, repeat.
With Quadratic
Quadratic brings QuickBooks into a familiar spreadsheet so you keep monthly closes, analysis, and client answers in workflows you reuse, not files you rebuild.
Without Quadratic
6 manual steps, every single month
With Quadratic
4 steps, reuse the same file every month
Connect data once
QuickBooks, Excel, or PDF
Ask questions
Plain English, instant answers
Share reports
Browser link, no attachments
Refresh for new insights
Same file, new period
Hours saved every month-end close
From expense transactions to cash flow summaries — all your QuickBooks data, queryable and chartable in one spreadsheet.
Pull vendor expenses, categorize spend, and track trends across departments and time periods — all from QuickBooks data in your spreadsheet.
| # | Date | Vendor | Category | Amount | Class | Method |
|---|---|---|---|---|---|---|
| 1 | 2026-03-28 | Harbor Freight Co. | Materials | $6,120 | COGS | ACH |
| 2 | 2026-03-25 | Northwind LLC | Services | $4,200 | Operations | Check |
| 3 | 2026-03-22 | Riverstone IT | Software | $3,450 | IT | Credit Card |
| 4 | 2026-03-18 | Summit Office | Supplies | $2,840 | Admin | ACH |
| 5 | 2026-03-15 | Atlas Courier | Shipping | $1,890 | Shipping | ACH |
| 6 | 2026-03-12 | Pinnacle Telecom | Phone/Internet | $1,240 | IT | Auto-Pay |
| 7 | 2026-03-08 | Greenfield Janitorial | Facilities | $980 | Admin | Check |
| 8 | 2026-03-05 | DataSync Cloud | SaaS | $2,100 | IT | Credit Card |
You do not have to change your whole workflow on day one. Pick the path that matches how you work today.
Pull live QuickBooks data into Quadratic to work with invoices, bills, payments, customers, vendors, and more in one place, without downloading files to clean elsewhere.
Drop in .xlsx or .csv from QuickBooks or your clients. Use them for month-end packs, historical periods, or anything you already track in spreadsheets today.
Add statements, receipts, and scanned pages when the numbers live in documents, not just the ledger. Pull them into the same sheet as the rest of your work.
Concrete outcomes for client work, not vague promises about “AI magic.”
Create repeatable reports for revenue, expenses, cash flow, receivables, payables, and vendor spend without starting from scratch every time.
Ask natural-language questions and get tables, charts, formulas, SQL, and summaries directly in the spreadsheet.
Build dashboards that make financial data easier to understand and easier to share with clients or internal teams.
Go beyond standard accounting reports by combining QuickBooks data with banking, investment, or operational data in one place.
Tap a prompt to see the kind of output you can generate from QuickBooks data.
Create a monthly revenue, expenses, and net income chart.
Monthly revenue, expenses & net income
AI insight: Revenue up 18% QoQ with expenses flat — net income nearly tripled.
Go from raw data to client-ready deliverables in three steps — no plugins, no exports, no reformatting.
Type a plain English request. Quadratic's AI figures out what data to pull, writes the SQL or Python, and runs it for you.
| A | B | C | D | |
|---|---|---|---|---|
| 1 | Vendor | Category | Amount | Class |
| 2 | Harbor Freight Co. | Materials | $6,120 | COGS |
| 3 | Northwind LLC | Services | $4,200 | Ops |
| 4 | Riverstone IT | Software | $3,450 | IT |
| 5 | Summit Office | Supplies | $2,840 | Admin |
| 6 | Atlas Courier | Shipping | $1,890 | Ship |
Results populate directly into your grid — structured, labeled, and ready to work with. No formatting, no copy-pasting, no CSVs.
Use formulas, Python, or AI to build charts, summaries, and dashboards. Share in the browser or export — the workflow is reusable next month.
Write SQL or Python directly in your spreadsheet — no external IDE, no setup. Use the right tool for each accounting task.
Group vendor transactions by category, class, or time period to build expense summaries.
SELECT category,
SUM(amount) AS total,
COUNT(*) AS txn_count
FROM expenses
WHERE period = '2026-03'
GROUP BY category
ORDER BY total DESC;Compute 30/60/90-day aging from invoice data and flag overdue accounts.
today = pd.Timestamp.now()
df["days_out"] = (today - df["due_date"]).dt.days
df["bucket"] = pd.cut(
df["days_out"],
bins=[-999, 0, 30, 60, 90, 9999],
labels=["Current","1-30","31-60","61-90","90+"]
)Aggregate transactions into a clean profit and loss view with margins.
pnl = df.groupby(["month","type"])["amount"].sum()
pnl = pnl.unstack(fill_value=0)
pnl["net_income"] = pnl["Revenue"] - pnl["Expense"]
pnl["margin"] = pnl["net_income"] / pnl["Revenue"]If you're comparing Quadratic to manually exporting QuickBooks into Excel or to specialized reporting tools, the difference is workflow. Quadratic gives you the data, analysis, and delivery in one place.
| Feature | Quadratic | Manual Excel | Reporting tools |
|---|---|---|---|
| Best for | Analysis + delivery in one sheet | One-off formatting and modeling | Standardized dashboards |
| Data access | Live QB connection + file uploads + AI | Export → clean → import each time | Direct QB sync (limited flexibility) |
| Ad hoc questions | Ask in plain English, get answers | Build a new pivot or formula | Usually not supported |
| Recurring workflows | Reuse the same file each period | Rebuild or copy-paste every month | Pre-built templates only |
| Setup required | Open the sheet and ask | Export, clean, format, chart | Multi-step onboarding |
| Typical alternatives | Quadratic | Excel, Google Sheets | Fathom, Jirav, Reach Reporting |
Quadratic feels familiar because it is a spreadsheet, but it does much more than a traditional grid. Use AI, SQL, Python, and charts in one place, keep logic visible, and ship work clients can trust.
Generate reports and charts without clicking through menus.
Use the right tool for the job, in one file.
Nothing locked in a black box. Review and change what runs.
Dashboards and analysis your team can open without emailing versions.
Reuse the same structure for recurring client work.
Keep source data, logic, charts, and answers together in the same file.
Tasks teams already run from QuickBooks or uploaded files, now faster in one sheet.
QuickBooks is where the data lives. Quadratic is where you analyze it, explain it, and turn it into reports people can actually use. Whether you connect QuickBooks directly, upload Excel files, or import PDFs and images, Quadratic helps you spend less time wrangling files and more time delivering answers.
Secure QuickBooks connection
SOC 2 and HIPAA compliant
Self-hosting for enterprises
Static files go stale the moment you save them. Quadratic lets you connect QuickBooks live or upload Excel files, layer AI and SQL on top, and keep recurring reports in one place instead of rebuilding workbooks every month.
No. You can start by uploading Excel files, CSVs, or importing PDFs and images. When you are ready, connect QuickBooks to keep numbers current without manual uploads.
Revenue and expense views, cash flow summaries, A/R and A/P aging, vendor spend, unpaid invoices, and custom client-ready layouts. Build tables and charts in the grid, or let AI draft a first pass you refine.
Yes. Ask in everyday language and Quadratic can return tables, charts, formulas, or SQL you can inspect and edit in the spreadsheet.
Yes. Share analysis and dashboards in the browser so everyone works from the same live view instead of scattered files. Or export an Excel file to work with elsewhere.
QuickBooks connects over a secure integration. Quadratic is SOC 2 and HIPAA compliant, and enterprise teams can self-host when they need full control.
Connect QuickBooks, upload Excel files, or import PDFs and images, then build reporting workflows you can reuse all year.