📒 For Finance teams, accountants, and business owners

QuickBooks reports that actually answer your business questions

Taptic connects to QuickBooks Online and puts your P&L, cash flow, accounts receivable, and expense data into a fully queryable workspace. Ask any financial question in plain English and get a trusted SQL answer backed by your real QBO data.

Get Started Free — $29.99/moTry the Live Demo

What you'll track

The metrics that matter for QuickBooks Financial Reporting

Net income by month
Revenue minus expenses, month by month, with year-over-year comparison — the most fundamental P&L view
Accounts receivable aging
Which customers owe you money, how much, and how overdue — so your team can prioritize collection
Expense by category
Total spend by account category this quarter vs last quarter — see where costs are growing before they become a problem
Top vendors by spend
Your 10 biggest vendors by total invoice amount — useful for renegotiating terms and understanding cost concentration
Cash flow trend
Money in vs money out by month — the signal your bank balance doesn't clearly show
Revenue by customer
Which customers drive the most invoice revenue — and which are growing fastest year over year

How it works

Up and running in under 15 minutes

01

Connect QuickBooks Online

OAuth authorization — redirected to Intuit, approve access, return to Taptic. No API keys, no developer setup required.

02

8 financial tables imported automatically

Invoices, line items, customers, vendors, bills, payments, expenses, and chart of accounts — all imported and ready to query.

03

Ask your financial questions

Type "What is my net income by month this year vs last year?" and get a trusted SQL result against your real QBO data in seconds.

04

Schedule reports for your team

Build a monthly P&L report in the canvas editor and schedule it to email your accountant or executive team automatically.

Example questions

Ask these in plain English — get trusted SQL answers

All of these questions relate to quickbooks financial reporting and are answered by Taptic's schema-aware AI against your real data. For the underlying SQL, see net income by month and overdue invoices.

"What is my net income by month for the last 12 months vs prior year?"
"Which customers have outstanding invoices over 60 days?"
"Show me total expenses by category this quarter vs last quarter"
"What are my top 10 vendors by total spend this year?"
"Show me cash received vs cash paid out by month for the last 6 months"

Data sources

This use case works with:

📒 QuickBooks Online

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Query examples

These SQL queries all relate to analyzing your QuickBooks Online data for quickbooks financial reporting:

View SQL for net income by monthView SQL for overdue invoices

FAQ

Common questions about QuickBooks Financial Reporting

How does Taptic Data help with QuickBooks Financial Reporting?
Taptic connects to QuickBooks Online and puts your P&L, cash flow, accounts receivable, and expense data into a fully queryable workspace. Ask any financial question in plain English and get a trusted SQL answer backed by your real QBO data.
What data sources work with QuickBooks Financial Reporting?
Taptic Data supports the following connectors for this use case: QuickBooks Online.
How quickly can I get started?
Connect your data source in one click. Taptic imports your data and seeds premade reports — most users are up and running in under 15 minutes with no setup required.
What does it cost?
Taptic Data starts at $29.99/month. This includes all connectors for this use case, unlimited AI queries, premade reports, alerts, and scheduled email delivery. No setup fees, cancel any time.
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Ready to get started?

Connect your data source, get 10 premade reports, set alerts on any metric. Everything included at $29.99/mo.

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