Save 2 hours every month on financial reporting and always have an up-to-date revenue view ready for your next business review.
~30 min
Saved / wk
Easy
Setup
No AI
AI
Connect QuickBooks Online to Equals (a spreadsheet tool that pulls live financial data) so your monthly revenue report updates automatically. You open the report and the numbers are already there — no copy-pasting from QuickBooks.
~30 min
Saved / Week
Easy to set up
Setup Complexity
No AI involved
AI Status
Step 1: Connect your QuickBooks Online account to Equals using its native QuickBooks integration
Step 2: Pull in your income, expense, and invoice data into an Equals spreadsheet
Step 3: Build a monthly revenue summary table broken down by service category or provider
Step 4: Set Equals to refresh the data automatically every day
Step 5: Share the live report link with your office manager or accountant so they always see current numbers
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