DataiQ 360Data Financial
Data Financial
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DATA FINANCIAL

Every client's books. One screen. Every morning.

Data Financial connects every QuickBooks® entity you manage, Online or Desktop, and refreshes overnight. The analysis is done before you sit down, so your hours go into advising clients instead of building reports.

See Data Financial in Action
  • See which clients need attention first
  • Every entity in one place
  • QuickBooks Online and Desktop
  • Refreshed every morning

Read-only connection through Intuit's official QuickBooks API. Built in Dallas, Texas.

Data Financial Dashboards
Data Financial Sales Funnel dashboardData Financial Operations Expenses dashboardData Financial P and L dashboard with account health and what-if simulator
PLATFORM CAPABILITIES

More than dashboards

Multi-Entity Analysis

View multiple QuickBooks Online and Desktop entities in one consolidated environment.

Portfolio Health

Prioritize clients requiring attention with risk signals, trends, and a clear next best action.

Ledger Flags

Auto-detected from your transactions with deterministic rules, not AI. Every flag traces back to the numbers behind it.

IQ AI Q&A

Ask in plain English. Answers are grounded in your own data and cite the sources they used.

Scheduled Reports

Prepare and distribute reports for each connected entity.

Daily Automated Refresh

Scheduled data updates reduce manual reporting work.

Secure Firm Workspace

Read-only access to QuickBooks. Client data stays separated in an isolated workspace with controlled access.

BUILT FOR

Built for the way you work

MULTI-ENTITY COMMAND CENTER

One workspace for your firm.
A clearer view for every client.

Data Financial gives accounting and bookkeeping firms a scalable environment for analyzing multiple client entities.

Your team works from a consistent analytics structure instead of rebuilding reports, exporting spreadsheets, and maintaining disconnected processes.

✓ Centralized client portfolio✓ Scheduled data refresh✓ Standardized financial analysis✓ Client-ready reporting✓ Individual entity reporting✓ Scalable onboarding
Firm Workspace Financials
Data Financial workspace showing the Financials dashboard and multi-entity client selector
PORTFOLIO HEALTH

Know which clients need your attention, and what to do next.

Portfolio Health gives your firm a prioritized view of clients requiring review. See the signals behind each risk, monitor changes over time, and enter every client conversation with a clear recommended next action.

Prioritize client attentionFocus review time on the entities that need it first.
See the signals behind the riskConnect Financial, Operations, Sales, and People indicators.
Move into the next best actionTurn portfolio-level visibility into proactive client conversations.
Portfolio Health
Portfolio Health overview showing critical, high-risk, and monitoring clients with next actionsPortfolio Health client detail showing risk signals, 90-day trend, and recommended next action
Insights · Q&A
IQ AI analysis showing financial results, client guidance, and cited data sourcesIQ AI answer explaining the most significant changes in a client's recent financial performanceIQ AI answer prioritizing three issues for an upcoming client conversation
ENTITY-SPECIFIC INTELLIGENCE

AI that supports professional judgment

Data Financial uses AI to surface relevant movements, patterns, and exceptions within each client entity, making it easier to focus attention where it matters.

The AI accesses only the firm’s isolated workspace. Each analysis is performed separately by entity, preserving the distinct financial context of every client and preventing information from being mixed across clients or firms.

Insights provide review-ready context for accounting professionals. They support faster analysis, stronger questions, and more informed client conversations while keeping professional judgment in control.

Firm-isolatedAccess limited to the firm workspaceEntity-specificEach client analyzed independentlyProfessional-ledInsights support expertise; they do not replace it
FLEXIBLE PLANS

A plan that fits the way you work.

FOR CLIENT-SERVING FIRMS

CPA firms, accountants, and bookkeepers

Built for firms managing a client portfolio. Bring 20 or more QuickBooks entities into one structured analytics workspace and deliver more consistent reporting and advisory conversations.

Start with 20 entities$151.00/monthor $1,503.96/year Annual plan · 17% discount15% off each additional package
Calculate your price
FOR INTERNAL FINANCE

Financial teams and solo professionals

For professionals who need clear, reliable financial visibility for one entity or more, without adding a separate analytics team or rebuilding reports from scratch.

From 1 entity$24.00/monthor $239.04/year Annual plan · 17% discount15% off each additional entity. 2 entities = $44.40/month.
Talk to us
COST COMPARISON

What does recurring reporting and analysis cost your firm?

Estimate the annual cost of the hours your team invests across client entities, then compare it with an annual Data Financial subscription.

Estimate based on the numbers you entered
Current approach

Annual team time cost

$8,400.00
240 hourscurrently allocated each year6.0 forty-hour workweeks
VS
Data Financial

Annual subscription

$1,503.96Annual plan · 17% discount
$6.27 per entity/month on the annual plan$151.00/month before annual discount
1 package · covers your 20 entities

Each package covers 20 entities. Additional packages are 15% off, and annual billing saves another 17%.

Potential annual difference$6,896.04based on the time cost you entered
82%lower than the annual time cost entered above
See Data Financial in Action

Those hours don't disappear. They become capacity for the service you'd offer if you had the time.

This comparison is an estimate, not a guarantee of savings. It uses the hours and hourly cost entered above. Data Financial supports reporting and analysis workflows but does not eliminate professional review, reconciliations, adjustments, accruals, or client advisory work.

From data to direction

From financial data to clear decisions

DataiQ 360 turns financial data into clear analysis, meaningful insights, and prioritized signals, so CPAs, bookkeepers, and solo professionals can understand what changed, identify what deserves attention, and decide what to do next.

Instead of searching through disconnected reports or reviewing numbers without context, users can explore business performance through interactive dashboards, historical trends, financial indicators, and IQ AI Q&A.

The DataiQ 360 approachThe platform brings clarity to the numbers through five connected steps.
  1. 01

    Understand performance

    See financial results, trends, and key indicators in one organized experience.

  2. 02

    Identify meaningful changes

    Recognize unusual movements, performance shifts, and areas that may require further review.

  3. 03

    Focus on what matters

    Use prioritized signals and financial context to determine where attention may be needed first.

  4. 04

    Explore the story behind the numbers

    Move from a high-level indicator to detailed dashboards and historical analysis.

  5. 05

    Decide with greater confidence

    Use clearer information to support client conversations, business reviews, and financial decisions.

EXPLORE DATA FINANCIAL

From accounting data to more meaningful conversations.

Data Financial organizes business information into six connected perspectives. Each one gives firms a clearer way to review performance, identify what matters, and guide the next client conversation.

ONE CONSISTENT STRUCTUREReview every entity with greater clarity, without rebuilding the analysis each time.
01
Portfolio Health

Know which clients need attention first.

Prioritize the portfolio with risk scores, client signals, trend direction, and a clear next best action for each entity that requires review.

QUESTION TO ANSWERWhich clients need attention, and why?
  • Portfolio-level risk visibility
  • Client prioritization
  • Recommended next actions
02
Overview

Understand the business at a glance.

Bring the most relevant signals together so your team can begin every review with context, priorities, and a clearer view of performance.

QUESTION TO ANSWERWhat changed, and where should we focus first?
  • Executive-level visibility
  • Period and entity comparisons
  • Key areas requiring attention
03
Financials

Move from statements to financial understanding.

Explore profitability, financial position, liquidity, and historical performance through a consistent analytical structure across client entities.

QUESTION TO ANSWERWhat is driving profit, cash position, and financial risk?
  • Profitability and margin analysis
  • Balance Sheet visibility
  • Cash and liquidity context
04
Sales

See what is shaping revenue performance.

Connect revenue, customers, products, services, invoices, and collections to identify growth patterns and emerging commercial risks.

QUESTION TO ANSWERWhere is revenue growing, slowing, or at risk?
  • Revenue and customer trends
  • Sales and collection performance
  • Growth opportunities and exceptions
05
Operations

Connect financial results to operating activity.

Review cost behavior, expenses, vendors, and operational patterns to understand how day-to-day activity influences business performance.

QUESTION TO ANSWERWhich operating patterns are affecting the result?
  • Expense and cost behavior
  • Vendor and activity trends
  • Operational exceptions
06
People

Understand the workforce behind performance.

Review headcount, tenure, hiring activity, payroll movement, and employment mix to connect people trends with business performance.

QUESTION TO ANSWERHow is the team changing, and what does it mean?
  • Headcount and tenure trends
  • Payroll visibility
  • Employment mix context
Built for repeatable analysisA consistent approach across clients and reporting periods.
Designed for professional reviewContext that supports expertise and better client discussions.
Ready to shareStructured insights that can move from the firm to the client.
QuickBooks Online
and Desktop data
DataiQ 360
Data Platform
Analytics
Firm ClientShared Insights
FROM DATA TO STRUCTURE

Your clients have the data.
DataiQ 360 brings the structure.

QuickBooks Online and Desktop financial software contain valuable information. Turning that data into consistent, scalable, and client-ready analysis, however, often requires time, technical expertise, and dedicated infrastructure.

Data Financial structures this information for analysis and enables firms to share relevant insights and reports with each client entity. The firm does not need to build or maintain its own data platform.

PLATFORM FOUNDATION

A secure foundation.
Designed to grow with you.

Built on Microsoft Azure

DataiQ 360 is built on Microsoft Azure, providing the technological foundation required for scalable data processing, analytics, automation, and secure workspace management.

Secure by design

  • Isolated workspace by firm.
  • Controlled user access.
  • Encrypted data transmission.
  • Cloud-based infrastructure.
  • Monitored refresh processes.

Financial analytics is the first step

Data Financial is the first product available inside DataiQ 360. The platform is designed to support broader data connections and integrations across accounting, operations, sales, workforce, CRM, ERP, and other business systems.

Get more clarity from your QuickBooks Online and Desktop data.

Bring your entities, reporting, and financial analysis into one secure analytics environment.

See Data Financial in Action
Built for CPA firms, accountants, bookkeepers, financial teams, and solo professionals.
Intuit and QuickBooks® are registered trademarks of Intuit Inc. DataiQ 360 Data Financial is an independent product designed to work with data from QuickBooks Online and QuickBooks Desktop financial software and is not sponsored, certified, endorsed, or approved by Intuit Inc.