The line-item detail reporting platform for QuickBooks
Reporting and analytics on every line of every transaction, filtered, pivoted, and live in Excel and Google Sheets.
Every tool you need. One QuickBooks connection.
A full suite of ERP-grade reporting tools on a single QuickBooks connection. Every feature builds on the saved-search foundation - extended into analysis, forecasting, and live spreadsheet sync.
The foundation
Saved Search
A visual query builder over your QuickBooks data. Filter, pick your columns, sort, and export to Excel or CSV - including the individual line items of every transaction.
Included with Pro
Cross-tab analysis
Pivot Reports
Turn any saved search into a cross-tab. Group by customer, vendor, class, or period and aggregate with SUM, COUNT, AVG, MIN, or MAX.
Included with Pro
Payment documentation
Remittance Advice
Generate remittance advice for any customer payment or vendor bill payment, as a formatted PDF or Excel file you can send on yourself.
Included with Pro
Forecast what's coming
Recurring Transactions
See the recurring templates in your QuickBooks file and project their future occurrences alongside the transactions already posted.
Included with Pro
Live in Sheets, Excel and Power BI
Spreadsheets Sync
Give any saved search its own secure URL, then read it from Google Sheets, Excel, or Power BI. The spreadsheet refreshes itself.
Included with Pro
Calculated columns + formulas
Query Lab
Add derived columns with formulas, conditional logic, and string manipulation - reshaping your data before it leaves BooksNav.
Coming soon
Not a dashboard. A query engine.
Dashboards show you yesterday's numbers in pretty charts. BooksNav lets you ask any question of your books and get answers back - in rows you can filter, sort, and paste into Excel.
Made for working sessions, not board slides
Dashboards are great for showing clients last month's numbers in a pie chart. Useless when you're closing the books and need every Invoice over $5k from a specific class, exported by Tuesday. BooksNav is the second one.
No credit limits. Ever.
Other QuickBooks tools cap how many rows you can pull per month, or charge per transaction. We don't. Connect once and run as many syncs, exports, and reports as you need - flat monthly price, no meter watching.
Built on a proper data warehouse
Your QuickBooks data is synced into an analytics-grade star schema. Reports run in 100-400ms - not the 30-second waits you get inside QuickBooks.
Designed for accountants, not engineers
Saved-search builder built around the accountant's workflow. Accountant parentheses for negatives. Two-decimal amounts. Status badges in semantic colors. The details matter.
One plan. 30 days to try it.
The complete BooksNav application, in one plan. Start a 30-day free trial against your own QuickBooks data - no credit card required. Pay only if you decide to keep going.
Pro · 30-day free trial
$50 / month
Everything included - Saved Search, Pivot Reports, Spreadsheets Sync, Remittance Advice, full QuickBooks history, daily sync, custom columns.
Every feature is included in one plan. See pricing →
We take data security seriously.
Your QuickBooks data is sensitive. BooksNav is built read-only, encrypted in transit and at rest, and isolated per company at the database layer.
Read-only access to QuickBooks
BooksNav only reads your QuickBooks data. It never creates, edits, or deletes anything in your books - your records in QuickBooks stay exactly as you left them.
Encrypted in transit and at rest
Every request is secured in transit with TLS, and your QuickBooks connection tokens are encrypted at rest with AES-256-GCM.
Isolated per company
Postgres row-level security enforces strict per-company isolation at the database layer - your data is never visible to another tenant.
Ready to stop exporting to Excel just to filter?
Connect your QuickBooks Online company in under two minutes.