Generative BI for your QuickBooks data
Connect QuickBooks and ask about cashflow, expenses, or margins in plain English. Ultra BI returns a full report — charts, narrative, and the query — beyond the standard accounting reports.
In short
Ultra BI connects to QuickBooks and turns your accounting data into instant, AI-generated reports. Ask about cashflow, expenses by category, margins, or revenue trends in plain English and get back charts, a written summary, and the query. It's financial analysis without exporting to spreadsheets or hiring an analyst.
Overview
QuickBooks is the system of record for many small businesses, but its canned reports rarely match the question you actually have — and answering it usually means exporting to a spreadsheet and rebuilding the math.
Ultra BI connects to QuickBooks, syncs your accounts and transactions, and lets anyone ask in plain English. You get a complete report with the trend explained, plus the query so finance can verify every figure.
Questions you can ask of your QuickBooks data
Connect in minutes
Connect QuickBooks
Authorize read-only access to your QuickBooks company. Ultra BI only reads your accounting data, never posts entries.
Ultra BI syncs your books
Accounts, invoices, and transactions are synced into an isolated copy so reporting is fast and never rate-limited.
Ask in plain English
Ask about cashflow, expenses, or margins and get a full, inspectable report back — with the query shown.
Frequently asked questions
What QuickBooks reports can Ultra BI generate?
Cashflow and runway trends, expense breakdowns by category and vendor, gross and net margin, revenue by product or customer, and period-over-period comparisons — plus any custom slice you ask for in plain English.
Can I combine QuickBooks with billing data?
Yes. Ultra BI can blend QuickBooks with sources like Stripe to reconcile recurring revenue against the books, or with sales data to tie margin to specific products.
Do I need an accountant or analyst to use it?
No. You ask in plain English and Ultra BI builds the report and the query, so finance can verify every number — ideal for finance teams without a dedicated analyst.
Is my financial data secure?
Ultra BI connects with read-only OAuth, encrypts your credentials, and queries an isolated copy. It never writes entries to or modifies your QuickBooks company file.
Turn QuickBooks into plain-English answers
Connect your books and ask about cashflow or margins — a complete report comes back in seconds.