QuickBooks
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Papercrane
QuickBooks says you made money. So where is it?
The P&L alone can't say. The rest of the answer sits in open invoices, upcoming bills, and card payouts that haven't cleared. Papercrane's AI agent joins QuickBooks Online with Stripe, Square, and PayPal and builds a live dashboard your whole team can open, no QuickBooks login needed.
Connect in about a minute with read access you approve on Intuit's consent screen. Free to connect and ask. Paid plans start when you publish a dashboard. See pricing
Why the reports go unread
The packet nobody opens
The bookkeeping is current and the monthly statements go out, and decisions still get made from the bank app. When reports don't answer real questions, owners stop asking them.
Every number costs a login
Reports only access starts on the $115 a month plan, and seats come five at a time. So the person who just needs one number gets a PDF that's stale by Friday.
The report you can't build
Deeper customization lives on Advanced at about $275 a month, and the reports rebuild has users petitioning Intuit to bring the old view back.
Where your money is, on one screen
Your bank balance is where the answer starts, not where it ends. Papercrane reads the reports you already have, adds what hasn't cleared yet, and keeps the whole answer on one screen.
Where the money is
In the bank
$38,400
QuickBooks · Balance Sheet
Still in flight
$6,900
Stripe · Square · PayPal payouts
Not in your books yet
Owed to you
$21,300
QuickBooks · open invoices
Spoken for
$17,600
QuickBooks · unpaid bills and taxes
Made last month
$12,200
QuickBooks · P&L
Four of those numbers live in four different QuickBooks reports. The fifth doesn't reach your books until it clears. Papercrane's agent builds this screen from your numbers in one conversation, and it refreshes on a schedule.
Ask what you stopped asking
We showed a profit in July. Why is the bank account down?
Where is my money right now, counting payouts that haven't cleared?
Which customers owe us the most, and how long overdue are they?
What did card processing actually cost us last quarter, across every processor?
Is overhead growing faster than revenue this year?
Find every subscription in our bills that costs more than it did last year.
Every answer comes back as a chart on a live dashboard.
1. Connect QuickBooks
2. Ask a question
3. The agent plans the queries and builds a hosted dashboard
4. It stays live, and errors route back to the agent
Read access you approve on Intuit's consent screen. Papercrane never writes to your books.
Three ways to get an answer out of your books
| The job | QuickBooks alone | Reporting suites (Fathom, Syft, LiveFlow) | QuickBooks + Papercrane |
|---|---|---|---|
| A question the standard reports don't cover | Custom Report Builder on Advanced, within QuickBooks fields | Prebuilt packs, customized in their builder | Ask it, get a chart in minutes |
| Show a number to someone without a seat | Export a PDF, or move up a tier | Extra viewer seats on some plans | Send a link to a live dashboard |
| Money still in flight at Stripe, Square, PayPal | Not until it clears into the books | Books only, same blind spot | Joined live from the processors |
| More than one company file | A separate subscription each, no combined view | Consolidation on higher per entity tiers | Connect each file, address them by name |
| When the dashboard breaks | Rebuild the report | File a support ticket | Errors route back to the agent for repair; your books stay the source of truth |
| Cost shape | $38 to $275 a month per company | Roughly $50 to several hundred a month per entity | Free to connect and ask; paid when you publish |
The Monday look
An owner opens one link before the week starts: in the bank, in flight, owed, spoken for. Nobody logged in to QuickBooks.
The packet, retired
A bookkeeper with eleven client files replaces each monthly PDF packet with a live dashboard link per client. The owners open these, because the numbers they care about come first.
The two company answer
An owner runs retail and wholesale as separate company files. She connects both and asks for gross margin side by side; QuickBooks would want a second login and a spreadsheet.
When you don't need us
If a scheduled email of the standard P&L covers your month, QuickBooks does that natively; keep your money. If you're an accounting firm producing branded monthly report packs for dozens of clients, Fathom is built for exactly that workflow and does it well. Papercrane is worth paying for when the answer spans more than the books, or when the people who need the numbers are never going to log in to QuickBooks.
Questions owners and bookkeepers ask us
The books say what cleared. The tools around them say what's coming. Most QuickBooks users connect the processors first.
Connect your books and ask where the money is. The answer comes back as one screen that stays current.
Free to connect and ask. Paid plans start at publishing. See pricing
Papercrane
Integrations: