Pull your outstanding insurance claims data from QuickBooks Online into Metabase (a data dashboard tool) so you can see which claims are paid, pending, or overdue — all in one place. You stop chasing down payment status across spreadsheets and email threads.
Export or sync your claims and invoice data from QuickBooks Online into a structured data source
Connect that data source to Metabase using its built-in database connector
Build a dashboard in Metabase with columns for claim date, payer name, amount billed, and payment status
Set up a filter so you can sort by overdue claims (unpaid past 30 days)
Schedule Metabase to email you the dashboard every Monday morning
Create a free account to get the steps written out for your tools, click by click.
Create a free accountSpot unpaid claims faster and recover more reimbursements by catching overdue claims before they expire.
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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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