QBQuickBooks + Klayara
Finance dashboards from QuickBooks. Connect QuickBooks and turn your ledger into daily cash, margin and expense dashboards — with finance-only views for sensitive lines.
Scheduled importCloud or self-hostedPermissions applied everywhere
Your QuickBooks data, readable by everyone who should see it.
- Cash, receivables and payables trending daily
- P&L by month, product and location
- Expenses by category and vendor
- Board pack generated on schedule
- Connect — connect your QuickBooks account and choose what to bring in.
- Choose tables — pick what to make available, and how often to refresh.
- Build — drag and drop charts, set who sees what, schedule the reports.
Our BI developers can connect QuickBooks and build your first dashboards as part of onboarding. About the service.
Connect these alongside QuickBooks.
How does Klayara connect to QuickBooks?
You connect your QuickBooks account once; Klayara then brings your QuickBooks data in on a schedule you choose, ready to chart alongside your other sources.
Can we combine QuickBooks data with our database?
Yes — that is the point. Relate QuickBooks records to your own tables once (by customer, order or date) and build charts that draw on both.
How fresh is QuickBooks data in Klayara?
As fresh as your schedule — hourly, nightly or on demand. Every dashboard shows when its data was last updated.
See your QuickBooks data in Klayara.
Bring the report you rely on most. We'll rebuild it live on the call, from your own data, and show you what comes next.
Prefer to see plans first? See pricing