An AI CFO for
QuickBooks Online.
Wauvel connects to QuickBooks Online through Intuit's own sign-in, reads your books every day without writing anything back, and turns them into the review, the forecast and the answers a CFO would give you. Your bookkeeper keeps working in QuickBooks exactly as they do now.
By Blake Ekelund, founderCFO-level work through two acquisitions
- Read-only connection
- About 5 minutes to connect
- Nothing to export
How it connects
- 1
Sign in at Intuit Pick your company on Intuit's own page. No passwords shared with us, no files to export.
- 2
It reads the books Your P&L, balance sheet, who owes you and who you owe, down to the transactions behind each number.
- 3
It keeps reading Every day, on its own. The dashboard, the cash forecast and the watch-outs stay current as your bookkeeper works.
QuickBooks keeps the books. This reads them.
QuickBooks reports what happened. It doesn't tell you why, what's coming, or what to do about it — that's the CFO's job, and it's the part an AI CFO does on top.
Explains the month
What revenue, margin and profit did, and which accounts and customers moved them, in sentences you can forward.
A 13-week cash forecast
Built from your open invoices and bills, payroll and recurring spend, so a tight week shows up before it arrives.
Watch-outs in the books
Uncategorized spend, duplicate bills, aging receivables, an expense that jumped — flagged as they appear.
Answers in plain English
Ask "why was profit down in March?" and get the answer from your QuickBooks numbers, not a report to read.
The monthly report, written
The review an owner, a lender or a board expects, drafted from the books instead of rebuilt in a spreadsheet.
Every number opens up
Click a figure through to the accounts and transactions in QuickBooks behind it, so you and your accountant can check it.
QuickBooks reports vs an AI CFO on QuickBooks.
Same books, same numbers. The difference is who does the reading.
AI CFO on QuickBooks
Wauvel is one- What happened
- Yes, from the same books
- Why it happened
- Which accounts and customers moved it
- What's next
- 13-week cash forecast, kept current
- What to watch
- Watch-outs flagged as they appear
- Questions
- Ask in plain English
QuickBooks reports
- What happened
- Yes — P&L, balance sheet, cash flow
- Why it happened
- Run more reports and compare them
- What's next
- Budgets you build by hand
- What to watch
- Found on review, if someone looks
- Questions
- Find the right report and read it
What it won't do in QuickBooks.
Change your books
The connection is read-only; nothing is written back to QuickBooks.
Do the bookkeeping
If categorization is behind it will show you where, but your bookkeeper still does the fixing.
Connect to QuickBooks Desktop
It connects to QuickBooks Online; on Desktop you can upload your statements instead.
Replace your CPA
Tax returns, audits and sign-offs stay with your accountant.
Wauvel: $99 a month, everything included — not $150–400 an hour.Free for 14 days. No card to start.
Connect QuickBooks →Go deeper.
The plain-English guide: what an AI CFO does, what it costs and how to pick one.
More on AI CFOs
Questions, answered.
Does an AI CFO change anything in QuickBooks?
It shouldn't, and Wauvel doesn't. It connects to QuickBooks Online read-only through Intuit's own sign-in, reads the books, and writes nothing back. You can disconnect it from either side at any time.
Does it work with QuickBooks Desktop?
Wauvel connects directly to QuickBooks Online. If you're on Desktop, you can upload your P&L and balance sheet (and your A/R and A/P aging) instead and get the written review; the live, daily features need the Online connection.
How long does it take to connect QuickBooks?
About five minutes: you sign in at Intuit and pick your company. Your numbers are on screen straight away, and from then on they stay current on their own.
Does my bookkeeper need to do anything differently?
No. They keep working in QuickBooks as they do now. The cleaner the categorization, the sharper the analysis, and the watch-outs point to exactly what needs attention.
What does an AI CFO for QuickBooks cost?
Wauvel CFO ($99/mo, or $990/yr) is your whole finance function: unlimited reports, the live dashboard, a 13-week cash forecast, books watch-outs, alerts to email, Slack, or Teams, and an AI CFO that remembers your business month to month and that you can ask anything. You start with a 14-day free trial. No card to begin, nothing charged, and if you do nothing when it ends the trial simply stops.
See an AI CFO on your own numbers.
You start with a 14-day free trial. No card to begin, nothing charged, and if you do nothing when it ends the trial simply stops.
Wauvel makes an AI CFO for small businesses on QuickBooks. Costs are typical published ranges, updated October 15, 2026.