Board
The one-page read
Revenue YTD, expenses YTD, net income, cash position, open A/P, payroll YTD, and open CPA items — every number live, every number clickable for drill-down.
Financial Intelligence for QuickBooks Online
Your QuickBooks, translated for the people who run the business. Live.
BetterWayIQ QBO reads your chart of accounts, budget, vendors, A/P, and payroll directly from QuickBooks Online and turns them into dashboards your leadership team, your CPA, and your board can read. No more week-long close cycles just to answer “how are we tracking?”
CPA Inbox
Open cleanup count right in the nav. Updates live.
What changed this month
Plain-English commentary auto-derived from your GL.
12-month trends
Revenue, expenses, and cash, overlaid for context.
The dashboard your finance lead has been rebuilding in Excel — but live, and without the Thursday-night effort.
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Live from QuickBooks
Self-serve OAuth connection to QuickBooks Online. Nightly auto-sync of GL detail, budget, vendors, A/P, and payroll. Manual sync when you need fresh numbers before a leadership or board meeting.
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Built-in CPA workflow
Cleanup items surface the entries your CPA flagged — missing receipts, miscategorizations, duplicate postings — with amount, vendor, and the account that needs attention.
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Canonical categories, your labels
Revenue, cost of services, operating expense, and payroll are tracked as canonical categories even when your chart of accounts uses different labels. Benchmark and compare periods without rebuilding the hierarchy.
Ready-made dashboards, one source of truth
Every number on the dashboard traces back to an entry in your QBO.
Cashflow
13-week forecast, with receipts
Every line item names what it is — bi-weekly payroll, recurring rent, aged Acme Bakery receivable. No black-box numbers.
Vendors + A/P
Who owes what, to whom
Top vendors by YTD spend, open A/P balance, and aging buckets (1–30, 31–60, 61–90, 90+ days). One view instead of five exports.
CPA cleanup inbox
The cleanup view your CPA wishes QuickBooks had.
Uncategorized transactions, suspected duplicates, missing receipts, reclassifications, and unreconciled balances — grouped by category with open value totals so your bookkeeper and finance lead actually know what to triage first.
- Categorized into the five buckets every bookkeeper queues
- Open value per category surfaces the high-dollar tail
- Live count badge in your nav so it's never out of sight
- Tag any QBO journal with “CPA:” to surface it here
Pricing
Simple, flat-rate pricing.
Flat monthly pricing per organization. No per-user, per-account, or per-transaction fees. Hands-off setup is included with every plan for the first organization you onboard.
See full pricing →Ready to see your QuickBooks through a leadership lens?
Poke around the demo with synthetic data, or book a 20-minute walkthrough and we’ll show you how your own numbers would look.