01Board
The one-page board read
Revenue YTD, expenses YTD, net assets, cash position, open A/P, payroll YTD, and open CPA cleanup items — every number live, synced directly from your QuickBooks.
For nonprofits + the firms that serve themYour books, your dashboard,
Your books, your dashboard,
your board, your auditor —
one source of truth.
BetterWayIQ Financial reads your chart of accounts, budget, vendors, A/P, and payroll directly from QuickBooks Online — turning them into dashboards your executive director, board, and CPA audit lead can read. Numbers refresh from your QuickBooks GL nightly.
- Read-onlyQuickBooks integration
- NightlySync from QBO
- 5 minSelf-serve setup
Built for two audiences
The dashboard your finance lead has been rebuilding in Excel — now also the dashboard your audit firm reads.
For nonprofits
The board view, the cashflow forecast, and the cleanup queue — without the spreadsheet shuffle.
Your QuickBooks data, surfaced as live dashboards. Board KPIs, cashflow forecast, expense breakdown, budget vs actuals, vendor + A/P aging — all from a single source of truth synced from QBO.
- Board view your treasurer can read between meetings
- 13-week cashflow forecast + 12-month history
- Expense breakdown by category + account
- Budget vs actuals + CPA cleanup queue
For CPA + audit firms
Your nonprofit clients’ books, on a dashboard your audit team can read alongside them.
Each nonprofit client signs up with their own tenant. Your firm invites your audit team into each client’s workspace. The CPA cleanup queue makes cross-engagement triage routine.
- Per-client tenant your audit team is invited into
- CPA cleanup queue grouped by GL category
- Multi-client firm portal — Coming soon
- Read-only audit log per client — Coming soon
10
Live dashboard tabs covering board, cashflow, expenses, and CPA cleanup
Nightly
QuickBooks Online sync — every line sourced directly from your QuickBooks GL
AES-256-GCM
Token encryption at rest, with tenant-bound additional authenticated data
Read-only
QuickBooks integration; we never write back to your books
Ready-made dashboards
Every number on every dashboard is sourced directly from your QuickBooks GL.
02Cashflow
13-week forecast, with receipts
Every line item names what it is — bi-weekly payroll, recurring rent, aged receivable from a specific donor or grantor. No black-box numbers.
03Expenses
Expense breakdown + CPA cleanup
Spending broken down by canonical category — program, admin, fundraising, payroll — plus a cleanup queue your CPA reviews each cycle. Every number sourced directly from the underlying GL.
CPA cleanup inbox
The cleanup view your audit lead wishes QuickBooks had.
Uncategorized transactions, suspected duplicates, missing receipts, reclassifications, and unreconciled balances — grouped by category with open value totals so your bookkeeper, controller, and audit firm know what to triage before fieldwork starts.
- 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
Flat for direct nonprofits. Base + per-client for the firms that audit them. No per-user fees.
Direct nonprofit
Essential
$79/mo
Single QBO file, core dashboards, monthly close, board packet.
Most popular
Direct nonprofit
FinanceOps
$149/mo
Budget vs actuals, bank + credit-card recon, cashflow forecast, vendor aging.
CPA firm
Advisor Starter (Coming soon)
$99 + $49/client/mo
Multi-client firm login + shared CPA cleanup queue + audit log. Available after public launch; today, each client signs up on their own and invites your audit team.
Give your board and your CPA the same view your finance lead has.
Poke around the demo with synthetic data, or book a 20-minute walkthrough and we'll show you how your own QuickBooks numbers would look on the board, cashflow, and CPA cleanup dashboards.