Now in Beta
See what your numbers are really saying
FirmView transforms your QuickBooks data into clear, actionable insights across your income statement, balance sheet, and cash flow — so you can make decisions with confidence.
Three products. One clear view.
From understanding today to planning tomorrow to presenting to your board — FirmView covers the full arc.
FirmView Insights
Understand what is happening in your business
Automated analysis across all three financial statements. Surface trends, risks, and opportunities your bookkeeper won't catch.
FirmView Forecast
Plan what happens next
Driver-based forecasting that connects revenue assumptions to cash flow impact. Model scenarios and plan with clarity.
FirmView BoardReady
Board-ready reporting in minutes
Polished financial presentations generated from your data. Consistent format, professional quality, every time.
From raw data to real clarity
Three steps. No spreadsheet wrestling. No waiting weeks for your accountant.
Connect your QuickBooks
Link your QuickBooks Online account with one click, or upload your export files directly. Read-only access — we never modify your books.
We analyze everything
Our deterministic engine examines your P&L, balance sheet, and cash flow. No AI guesswork — precise, rule-based financial analysis.
Get actionable insights
Receive a comprehensive report highlighting trends, risks, and opportunities across all three financial statements. PDF, Excel, or web.
Read-only access
We never modify your QuickBooks data
Encrypted at rest
All data stored with AES-256 encryption
Auto-deleted
Uploaded files removed after 30 days
No data sharing
Your financials are never shared or sold