Save 3 hours/week on manual reporting and give your team live revenue data every day.
~3 hrs
Saved / wk
Medium
Setup
No AI
AI
Connect QuickBooks Online to Metabase (a business reporting tool) so your premium revenue, outstanding balances, and monthly collections update automatically. You get a real-time view of your agency's cash flow without pulling a single manual report.
~3 hrs
Saved / Week
Some setup required
Setup Complexity
No AI involved
AI Status
Step 1: Export QuickBooks Online data to a connected database (e.g., MotherDuck, a cloud data warehouse) using Make on a daily schedule
Step 2: Connect Metabase to your MotherDuck database as a data source
Step 3: Build Metabase questions for total premiums collected, outstanding invoices, and month-over-month growth
Step 4: Assemble these into a single Metabase dashboard and set it to auto-refresh every 24 hours
Step 5: Share the dashboard link with your leadership team for daily access
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