Data Intelligence
for QuickBooks
Connect securely to analyze data structures, surface issues, and generate migration-ready outputs — faster and with less manual work.
→ Connecting to QuickBooks...
→ OAuth 2.0 handshake ✓
→ Scanning chart of accounts...
→ Analyzing 1,247 transactions
→ Pattern detection running...
! 23 duplicates found
! 8 unmapped accounts
→ Generating report... ✓
From Connection to Output
How QuickFind AI Transforms Data Analysis
System Scanning
AI connects via OAuth and scans your complete data structure — chart of accounts, customers, vendors, items, classes, and transaction metadata.
Pattern Inference
Advanced analysis identifies accounting workflows, usage patterns, data dependencies, and embedded business logic.
Integrity Analysis
Automated checks surface duplicates, inconsistent mappings, orphaned records, missing fields, and quality issues.
Structured Output
Generates mapping templates, implementation summaries, cleanup recommendations, and migration-ready docs.
What QuickFind AI Does
Secure QuickBooks Connection
OAuth 2.0 integration with Intuit APIs. No passwords stored. Customer-controlled access revocable at any time.
Data Structure Scan
Analyze chart of accounts, customers, vendors, items, classes, locations, tax codes, and transaction metadata.
Pattern Detection
Surface accounting workflow patterns, usage trends, and structural insights from your QuickBooks data.
Data Integrity Checks
Identify duplicates, inconsistent mappings, missing fields, and cleanup opportunities before they become problems.
Migration Preparation
Generate mapping templates, documentation, and structured export guidance to support ERP transitions.
Consultant-Ready Reports
Structured outputs to accelerate assessments, implementations, and advisory engagements.
Who It's For
QuickFind AI is designed for accounting professionals, consultants, and teams who need to understand QuickBooks data at a deeper level.
Accounting & Finance Teams
Teams using QuickBooks who need deeper insight into their data structure and quality.
QuickBooks ProAdvisors
Bookkeeping firms and ProAdvisors supporting clients with data management and cleanup.
ERP Consultants
Consultants supporting migrations from QuickBooks to NetSuite, Dynamics, Sage, and more.
Internal IT & Finance
Teams conducting audits, compliance reviews, or system evaluations on QuickBooks data.
Common Questions
Do you store my QuickBooks password?
No. QuickFind AI uses OAuth 2.0 exclusively. We never see or store your QuickBooks username or password.
Can I disconnect at any time?
Yes. You can revoke access instantly from the Integrations page. All tokens are deleted and access is terminated immediately.
What data do you access?
We access chart of accounts, customers, vendors, products/services, classes, locations, tax codes, and transaction metadata. We do not access bank credentials or payment information.
Do you sell my data?
No. We never sell, share, or monetize your QuickBooks data. It is used solely to provide analysis and reports for your benefit.
How long is my data retained?
Analysis data is retained for 30 days by default, then automatically deleted. You can request earlier deletion at any time.
Ready to Transform
Your Data Analysis?
Connect your QuickBooks account securely and start analyzing your data in minutes. Book a demo to see QuickFind AI in action.