Spend 2 minutes instead of 30 reviewing your finances each week and catch cash shortfalls 7 days earlier.
~2 hrs
Saved / wk
Medium
Setup
No AI
AI
This workflow pulls your income and expense data from QuickBooks Online into a visual dashboard every morning. You see exactly what money is coming in, what bills are due, and whether you have enough to cover payroll — all in one place. No more logging into multiple tools or building reports by hand.
~2 hrs
Saved / Week
Some setup required
Setup Complexity
No AI involved
AI Status
Step 1: Connect QuickBooks Online to Metabase (a business reporting tool) using its built-in connector
Step 2: Create a Metabase dashboard with four cards: open invoices, paid this week, upcoming bills, and bank balance
Step 3: Set the dashboard to refresh automatically every morning at 7 AM
Step 4: Share the dashboard link with your office manager or bookkeeper
Step 5: Set a Metabase alert to email you if open invoices exceed $5,000
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