CFO Pal + QuickBooks
CFO Pal connects directly to QuickBooks Online. Your revenue, expenses, invoices, and bank balances flow in automatically. Same financial clarity, same Monday morning pulse.
What you get with CFO Pal + QuickBooks
Full P&L pulled directly from QuickBooks reports API
Cashflow forecasting using your QuickBooks transaction patterns
Budget vs actuals tracked against QuickBooks categories
Overdue receivables and payables monitored automatically
Weekly pulse email with specific QuickBooks numbers
Secure OAuth: we never see your QuickBooks password
How it works
Connect QuickBooks
Two clicks. OAuth keeps your credentials secure.
Set preferences
Cash threshold, budgets, alert channels. Five minutes.
Your CFO starts work
Monday pulse, real-time alerts, full financial clarity.
Stop guessing. Start knowing.
Join UK businesses that know exactly where they stand financially. Every Monday morning.
Connects to Xero, QuickBooks & Sage · UK data residency · No card required