CPA Firms
Analyze multiple client entities in one secure environment and deliver clearer, more consistent financial guidance.
Data FinancialData Financial
How It WorksData FlowFor FirmsDifferentials
Firm WorkspaceEntity-Specific IntelligenceSecurityPlatform
DataiQ 360 PlatformOur Products
Data FinancialFinancial analytics and insights→DATA FINANCIAL
Turn data from QuickBooks® Online financial software into client-ready financial clarity.
Data Financial is designed to work with data from QuickBooks® Online. It brings overview, financial, sales, and operational analysis into one secure workspace for accounting firms, bookkeepers, and growing businesses.
◉ 15+ Analytics Pages◉ Daily Refresh◉ AI-Powered Insights
◎Multi-Entity Analytics
↻Daily Automated Refresh
✦AI-Powered Insights
▤Scheduled Reports
⬡Secure Firm Workspace
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 AI-powered insights.
The DataiQ 360 approachThe platform brings clarity to the numbers through five connected steps.
- 01
Understand performance
See financial results, trends, and key indicators in one organized experience.
- 02
Identify meaningful changes
Recognize unusual movements, performance shifts, and areas that may require further review.
- 03
Focus on what matters
Use prioritized signals and financial context to determine where attention may be needed first.
- 04
Explore the story behind the numbers
Move from a high-level indicator to detailed dashboards and historical analysis.
- 05
Decide with greater confidence
Use clearer information to support client conversations, business reviews, and financial decisions.
QuickBooks® Online data
DataiQ 360
Data Platform
Analytics
Firm ClientShared Insights
FROM DATA TO STRUCTUREYour clients have the data.
Your clients have the data.
DataiQ 360 brings the structure.
QuickBooks® Online financial software contains 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.
Built for the way you work
Bookkeeping Firms
Move beyond transactional reporting with clearer visibility into performance, trends, risks, and opportunities.
Solo Professionals
Connect one QuickBooks® Online entity and access the same structured analytics experience without an internal data team.
EXPLORE DATA FINANCIAL
From accounting data to more meaningful conversations.
Data Financial organizes business information into four 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
OverviewUnderstand 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
02
FinancialsMove 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
03
SalesSee 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
04
OperationsConnect 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
+
COMING SOON
PLANNED MODULE · NOT INCLUDED IN THE CURRENT RELEASEPeople
Workforce and labor insights are planned as the next connected perspective within Data Financial.
More than dashboards
15+ Analytics Pages
Structured dashboards across four core business modules.
Multi-Entity Analysis
View multiple QuickBooks® Online entities in one consolidated environment.
Daily Automated Refresh
Scheduled data updates reduce manual reporting work.
AI-Powered Insights
Surface relevant trends, changes, anomalies, and areas that require attention.
Scheduled Reports
Prepare and distribute reports for each connected entity.
Secure Firm Workspace
Keep client data separated within an isolated workspace with controlled access.
FIRM WORKSPACEOne workspace for your firm.
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 Overview
Insights · Q&A
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
PLATFORM FOUNDATIONA secure 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 data.
Bring your entities, reporting, and financial analysis into one secure analytics environment.
For CPA firms, bookkeeping firms, and businesses looking for a scalable analytics structure.Intuit and QuickBooks are registered trademarks of Intuit Inc. DataiQ 360 is an independent product designed to work with data from QuickBooks® Online financial software and is not sponsored, certified, endorsed, or approved by Intuit Inc.