ERP-grade reporting tools
for QuickBooks Online.
Saved searches, pivot tables, and Excel-ready exports — ERP-grade filters, priced for SMBs. No KPI tiles. No pretty graphs. Just the filters and columns you can actually work with.
Three product layers. One QuickBooks connection.
Three ERP-grade reporting tools, one QuickBooks connection. Every feature builds on the saved-search foundation — extended into analysis and transformation.
The foundation
Saved Search
Visual query builder for every QuickBooks entity. Filter, pick columns, sort, and export to Excel or CSV. The saved search you wish QuickBooks had.
Included with Pro
Cross-tab analysis
Pivot Reports
Group by customer, vendor, month, class. Aggregate with SUM, COUNT, AVG. Export the pivot to Excel with the structure preserved.
Included with Pro
Calculated columns + formulas
Query Lab
Add derived columns with formulas, conditional logic, and string manipulation. Reshape your data before exporting. Coming soon as an add-on.
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. 14 days to try it.
Everything BooksNav does, in one Pro tier. Start a 14-day free trial against your own QuickBooks data — cancel anytime, you're only charged if you keep going.
Pro · 14-day free trial
$29 / month
Full QuickBooks history, Saved Search, Pivot Reports, daily sync, custom columns.
Stack Spreadsheets Sync or Remittance Advice on Pro when you need them. See pricing →
Ready to stop exporting to Excel just to filter?
Connect your QuickBooks Online company in under two minutes.