Connect your QuickBooks. Let AI categorize. Push perfectly categorized transactions. Keep everything in sync.
Seamless workflow between your books and AI
OAuth 2.0 secure connection to your QBO
Bank statements or use Plaid sync
Before pushing to QBO
Journal entries synced
| Feature | QBO Alone | QBO + AI |
|---|---|---|
| Bank Connection | ||
| AI Categorization | ||
| PDF Statement Parsing | ||
| Categorization Rules | Manual | AI-Generated |
| Schedule C Tax Forms | ||
| Time to Categorize 1000 Transactions | ~8 hours | <60 seconds |
Push journal entries to QBO. Pull existing data for reconciliation. Stay perfectly in sync.
Transactions are AI-categorized before they touch QuickBooks. Push only verified entries.
Create vendors in our platform, auto-push to QBO. Or pull existing vendors from QBO.
Sync your QBO chart of accounts. Map to IRS line items for tax forms.
Bank-level security. We never see your QBO password. Revoke access anytime.
Changes sync instantly. No delays, no batch jobs. Your books are always current.
Yes, QuickBooks Online lets you share access with your accountant. But QBO only shows them transactions and basic reports. It doesn't calculate depreciation, track your vehicle mileage, figure out your home office deduction, or build loan amortization schedules. Your accountant still has to ask you for all of that separately.
With TransactionFlow, everything lives in one place. Invite your accountant and they see it all — your books, your tax tools, your deductions. No emailing documents. No separate portals. Just one invite.
Start Free TrialOne invite. Your accountant sees everything — books, tax tools, deductions. All in one place.
Your data is protected with enterprise-grade encryption
All data encrypted in transit and at rest using AES-256.
Secure authentication. We never see or store your QBO password.
Officially approved by Intuit as a secure QuickBooks integration.
Start with a base subscription. Add bundles to save more.
PDF invoices, receipts & statements
| Duration | Rate | Total | Savings |
|---|---|---|---|
| 6 mo | — | ||
| 12 mo | |||
| 24 mo BEST | |||
| 25+ mo | Pay as you go |
Automated transaction import
| Duration | Rate | Total | Savings |
|---|---|---|---|
| 6 mo | — | ||
| 12 mo | |||
| 24 mo MAX |
Commitment-based write-up bundles to process historical transactions. Longer commitments unlock bigger savings.
PDF invoices, receipts & statements
| Duration | Rate | Total | Savings |
|---|---|---|---|
| 6 mo | — | ||
| 12 mo | 3% ($12) | ||
| 24 mo BEST | |||
| 25+ mo | Pay as you go |
Automated transaction import
| Duration | Rate | Total | Savings |
|---|---|---|---|
| 6 mo | — | ||
| 12 mo | |||
| 24 mo MAX |
Connect in 60 seconds. Start categorizing in 2 minutes.
Connect QuickBooks Now