ASK YOUR QB
DATA
ANYTHING.
Chat with your QuickBooks Desktop data using AI. Ask questions in plain English and get instant insights — no report building, no Excel formulas required.
Get startedWhich customers owe more than $500?
Show all unpaid invoices from 2025
What vendors did I pay most last year?
List all bills due this month
Which items sell the most?
Show my total revenue by month
Find all journal entries over $10,000
Which invoices are 90+ days overdue?
What's my accounts receivable balance?
Show all checks written in Q1 2026
Which customers haven't ordered in 6 months?
List all purchase orders from [vendor name]
Upload Your QB Data
Export your QuickBooks Desktop data using QBAI's QBAI Extractor or upload QB files directly.
AI Indexes Your Data
QBAI's AI indexes all your entities — invoices, customers, vendors, accounts, and more — for instant querying.
Ask Questions in Plain English
Chat with your data naturally. 'Show unpaid invoices over $5000' or 'What's my revenue by month?' QBAI returns formatted answers with tables, summaries, and insights.
Ask about any QB data type
Ask complex, cross-entity questions like "Show all unpaid invoices from customers in California" or "Find the 10 vendors I paid most in 2026." QBAI understands relationships and returns accurate, formatted results.
Does QuickBooks Desktop have AI?
No. QuickBooks Desktop has no native AI. It only offers traditional reports built through the QB UI — no natural language queries, no instant insights, and no chat interface. QBAI adds AI capabilities via Claude, so you can ask questions in plain English.
Can I use AI to analyze QuickBooks data?
Yes, with QBAI. Export your QB data, upload it to QBAI, and chat with it using AI. Ask questions like 'Show revenue by customer' or 'Find overdue invoices' and get instant, formatted answers. No Excel formulas or report building required.
How accurate is QBAI's AI chat?
QBAI indexes your actual QB data and uses Claude AI to answer questions directly from that data. Results are as accurate as your QuickBooks records. QBAI shows you the underlying data sources, so you can verify accuracy before acting on insights.
Does QBAI work with QuickBooks Online?
QBAI is designed for QuickBooks Desktop data exports. If you use QuickBooks Online, you can export your data through QB Online and upload it to QBAI for AI analysis. We're expanding Online support — check back soon.
ASK YOUR
DATA.
No report building. No Excel. Just answers.
Example query
Which customers owe more than $500?
Acme Corp — $1,250
Tech Solutions — $875