For QuickBooks-powered businesses

Your QuickBooks data, turned into live financial dashboards.

Stop exporting to Excel every month. We connect QuickBooks to Microsoft Fabric and Power BI — so revenue, expenses, profit and cash flow update automatically, in real time.

No more manual exports Built for you, done-for-you Real-time, governed data
The problem

QuickBooks runs your books. It shouldn't run your reporting too.

Most growing businesses still pull numbers by hand — and pay for it in time, errors, and decisions made on stale data.

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Endless manual exports

Every report means another export to Excel — hours lost, and a fresh chance for copy-paste errors.

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Numbers scattered everywhere

Revenue, expenses and cash flow live across disconnected reports and spreadsheets. No single source of truth.

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Static, backward-looking reports

By the time the report is built, the month is over. Trends and warning signs are hard to spot.

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It doesn't scale

As you grow, the manual reporting process gets slower and more fragile — exactly when you need it most.

See it live

This is a real QuickBooks dashboard, built in Power BI.

Explore the interactive report below — the same kind of live, drill-down financial dashboard we build for our clients, powered automatically from QuickBooks through Microsoft Fabric.

Executive financial overview Revenue & income analysis Expense tracking Profit & loss Cash flow analysis AR & AP monitoring KPI & trend tracking Interactive drill-down
Watch the walkthrough

See the full solution in action

A short video tour of how QuickBooks data flows through Microsoft Fabric into the live Power BI dashboard — from raw company data to executive-ready insights.

Get the step-by-step guide →
How it works

From QuickBooks to a live dashboard — fully automated.

A secure, governed pipeline built on Microsoft Fabric's medallion architecture. Set up once, runs on its own.

1
Connect

QuickBooks API + auth

Securely authenticate and connect the QuickBooks API directly inside Microsoft Fabric.

2
Bronze layer

Raw data ingested

Your company file data lands automatically in OneLake — a complete, raw copy to build on.

3
Silver layer

Cleaned & transformed

ETL in Fabric notebooks (PySpark) cleans, joins and standardizes the financial data.

4
Gold layer

Power BI ready

A star-schema warehouse feeds interactive Power BI dashboards your team can explore.

Real time

Data syncs automatically — no more month-end export marathons.

One source

Revenue, expenses, profit and cash flow unified in a single governed model.

Scales with you

An enterprise-grade platform that grows as your business does.

Free guide

How to connect QuickBooks to Microsoft Fabric & Power BI

The exact step-by-step approach we use to turn QuickBooks into automated financial dashboards. Download it free — instant access.

  • Every step, from QuickBooks API setup to a live dashboard
  • What you need before you start (accounts & access)
  • The Bronze / Silver / Gold pipeline, explained simply
  • How to automate the refresh — and pitfalls to avoid

Get the free setup guide

Enter your details — the download unlocks instantly.

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Ready to modernize?

Let's build your live financial dashboard.

Whether you're on QuickBooks, Xero, SAP or Dynamics 365, we'll design and build a done-for-you analytics solution on Microsoft Fabric and Power BI. Book a free discovery call to see what's possible.