QuickBooks Analytics

QuickBooks Online is built for bookkeeping, not business intelligence. The built-in P&L is useful. But the moment you need to slice net income by customer segment, build a multi-period expense comparison, or see which vendors account for the most spend — 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 custom report building. You can schedule reports to email your accountant or CFO automatically, and combine QBO data with your eCommerce revenue for a unified financial view.