Your QuickBooks data,
in the reports you actually read
Symple AI Reports connects to your QuickBooks Online company and turns your books into dashboards — profit and loss, cash position, receivable aging, unit economics — refreshed automatically and delivered where your team already works.
What you get
- A live profit picture. Revenue, gross profit, overhead and net profit on the accrual basis, with the window stamped on every figure.
- Cash you can act on. What you are owed, how old it is, where it sits, and the largest open invoices ranked by balance rather than by age.
- Unit economics. What one job costs and what one job earns, so the decision about the next job uses the right number.
- Refreshed on a schedule. No exports, no copy-paste, nobody remembering to run it.
You choose the company on Intuit's own consent screen. We never see your QuickBooks password.
Access begins only after you confirm. It is read-only — nothing in your books is created, changed or deleted.
We build your first dashboard and send you the link.
Connect your QuickBooks company
Already connected and want to stop? Disconnect — it takes effect immediately.
Questions
What we access and why is set out in full in our Privacy Policy. The Terms & Conditions cover the rest. Anything else — email info@sympleai.com or call (302) 635-0289 and a person will answer.