Ideas to put to work
Finance checks and client analysis that used to wait for month-end, run on your schedule.
Client profitability analysis
Sofia reads invoices, payments, bills and journal entries, builds a profitability workbook in Excel by customer, and shows which clients carry the firm.
Unbilled work caught
Sofia compares ClickUp time entries with QuickBooks invoices, lists work that hasn't been billed, and drafts the invoices for your approval.
Collections drafted for approval
Sofia reads overdue invoices, drafts a reminder for each client in Outlook, and resends the invoice from QuickBooks once you approve.
Journal entry review
Sofia reviews the month's journal entries against the chart of accounts and flags unusual or miscoded entries for your accountant.
What Sofia can do with QuickBooks
Sofia reads and keeps current
- Customers
- Vendors
- Invoices
- Payments
- Bills and bill payments
- Estimates
- Journal entries
- Chart of accounts
Sofia does, with your approval where you want it
- Create an invoice
- Send an invoice
- Record a payment
- Create a customer or vendor
- Create a bill
- Create an estimate
- Post a journal entry
Your IT lead agrees the access before anything connects, and anything on your never-touch list stays out.
Works well with
- Microsoft ExcelSpreadsheets for numbers, models and trackers
- ClickUpProject management for tasks, docs and goals
- Microsoft OutlookMicrosoft's email and calendar
XeroCloud accounting for small businesses
NetSuiteCloud ERP for finance and operations- FreshBooksInvoicing and accounting for service businesses
StripeOnline payments, invoicing and subscriptions- AcumaticaCloud ERP for mid-sized businesses
Put Sofia on your QuickBooks reviews
Score your firm in three minutes, or talk to our team.