15-Minute QBuddy Demo

Bring one client's statements and watch QBuddy run the whole flow start to finish:

Read any bank statement, even handwritten checks, classify every transaction by your rules, prove every total with BalanceProof, and post into QuickBooks Online or any Desktop version.

It all runs live in our demo company, so your books stay untouched.

Fifteen focused minutes, no prep needed, just the file.

Install & Training

This is where QBuddy goes from signed up to doing your books.Ahead of this session we build your QBuddy workspace and tune it to your firm's own chart... Read more

2 hours

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15-Minute QBuddy Demo

Bring one client's statements and watch QBuddy run the whole flow start to finish:Read any bank statement, even handwritten checks, classify every tra... Read more

15 minutes

View details