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 monthly figures
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
Ask it about your QuickBooks figures on WhatsApp, at any hour, and the answer comes from that ledger
CFO Pal answers on WhatsApp as well as in the dashboard, so the question you have at nine at night is the one that actually gets asked.
How it works
Connect QuickBooks
Two clicks. OAuth keeps your credentials secure.
Set preferences
Cash threshold, budgets, alert channels.
Your CFO starts work
Monday pulse, same-day 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