Your books, finally clear as day
Connect your QuickBooks Online account and get a real-time financial dashboard — P&L, Cash Flow, Balance Sheet, and more — in minutes. Free forever.
Up and running in under 2 minutes
No accountant required. No data entry. Your QuickBooks data does the heavy lifting.
Connect QuickBooks
Click "Sign Up Free" and authorize Beyond Insite to read your QuickBooks Online data. Secure OAuth2 — we never store your QBO password.
Your dashboard loads instantly
Your P&L, Balance Sheet, Cash Flow, Aged Receivables, and Cash Opportunity Predictor populate automatically from live QuickBooks data.
Make smarter decisions
See where your money is, what's overdue, and where cash opportunities are hiding — all in one clean, always-current view.
Everything you need to know your numbers
Six financial views, all connected to your live QuickBooks Online data.
P&L Statement
Revenue vs. expenses at a glance. See your gross profit, operating profit, and net income broken down by period.
Balance Sheet
Assets, liabilities, and equity in a clean snapshot. Know exactly where you stand financially at any point in time.
Cash Flow Statement
Understand operating, investing, and financing cash flows. Never be surprised by a cash crunch again.
Aged Receivables
Every outstanding invoice sorted by age — 0–30, 31–60, 61–90, 90+ days. Know exactly who owes what and for how long.
Cash Opportunity Predictor
Our proprietary model identifies where money is tied up and surfaces actionable steps to improve your cash position.
Dashboard Overview
All your key metrics on one screen — revenue, profit, cash, and AR — with period-over-period comparisons built in.
Built for owners, not accountants
"I used to wait until month-end to know how we were doing. Now I check Beyond Insite every morning and actually understand my own numbers."
"The Cash Opportunity view alone paid for itself. Spotted $14K sitting in overdue invoices I'd completely lost track of."
"Setup literally took 90 seconds. Connected QuickBooks, and my whole dashboard was there. I was expecting it to be complicated — it wasn't."