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.
Export QuickBooks Online data to a connected database (e.g., MotherDuck, a cloud data warehouse) using Make on a daily schedule
Connect Metabase to your MotherDuck database as a data source
Build Metabase questions for total premiums collected, outstanding invoices, and month-over-month growth
Assemble these into a single Metabase dashboard and set it to auto-refresh every 24 hours
Share the dashboard link with your leadership team for daily access
Create a free account to get the steps written out for your tools, click by click.
Create a free accountCut time on manual reporting and give your team live revenue data every day.
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Run this in your main platform instead? Check how it connects first: its API, native apps, Zapier or Make, and the plan each one needs.
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