About
QuickBooks Online is Intuit's cloud-based accounting platform, used by small and mid-sized businesses to manage invoicing, expense tracking, payroll, and financial reporting. It gives business owners and their accountants a real-time view of day-to-day financial activity without manual bookkeeping.
HeronAI connects directly to your QuickBooks Online account, turning that data into live dashboards, AR/AP aging reports, and P&L insights your team can act on immediately.
Key Benefits
No manual exports. Your QuickBooks Online data flows straight into Heron's dashboards, no CSV downloads or spreadsheet stitching.
Real-time financial visibility. P&L, cash flow, and AR/AP aging update automatically as a sync is done, not once a month.
Aging reports without the busywork. Receivables and payables broken down by age bucket, generated automatically instead of built by hand.
Read-only, non-invasive connection. HeronAI reads your QuickBooks data to power dashboards. It never writes back to your books, so your source of truth stays untouched.
Set up once, stays current. Connect your account and syncing runs on its own from there.
Integration Guide
Connect
Authorize HeronAI to access your QuickBooks Online account in under a minute
Sync
HeronAI pulls your financial data and keeps it current automatically.
Analyze
View dashboards and reports built directly from your live QuickBooks data.