Custom financial reports and plain-English queries beyond what QBO builds in
QuickBooks Online is built for bookkeeping, not business intelligence. The built-in P&L is useful. But the moment you need to slice SQL query for QuickBooks net income by month, build a multi-period expense comparison, or identify SQL query for QuickBooks overdue invoices by customer — you're exporting to Excel and doing the analysis manually.
Taptic connects to QuickBooks Online and imports your financial data into a fully queryable workspace. Invoices, expenses, vendors, bills, payments, and chart of accounts — all available for plain-English questions and how to build custom QuickBooks financial reports. You can schedule reports to email your accountant or CFO automatically, and combine QBO data with your eCommerce revenue for multi-channel eCommerce analytics.
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Connect QuickBooks Online and ask any financial question in plain English. P&L, AR aging, expense analysis — all in one workspace. $29.99/mo.
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