Read-only books-integrity agent for QuickBooks
The QuickBooks Cleanup Tool That Surfaces What a Per-Transaction Review Misses
Cleanup work is where the costly stuff hides — a credit never applied, a vendor that was never real, a price that quietly stepped up. A free, read-only AI agent reads the connected file, runs 16 checks, and hands you a short list worth a second look. We never touch your books.
Start free — no credit cardFree to use · No credit card · Read-only QuickBooks access · 2-minute setup
Built for the way bookkeepers actually clean up a file
A QuickBooks cleanup is mostly a hunt for things that look fine one transaction at a time. The duplicate that hides as both a bill and a bank-feed expense. The vendor credit stranded on the aging report. The split bills that each slipped under an approval line. None of it stands out in a per-transaction pass, which is exactly why it survives the close. This AI agent reads the whole connected file at once and surfaces the patterns that only appear when records are compared across the period — for your review, never as a verdict.
Sixteen checks and a Books Integrity Score
Connect QuickBooks Online read-only and the agent runs 16 diagnostic checks: duplicate payments across object types, ghost or fabricated vendors, split bills shaped to dodge a sign-off limit, silent unit-price creep, unused vendor credits, recurring-charge drift, and more. Each finding comes back with the evidence behind it — vendor, amount, date, and what the agent saw — so a human confirms in seconds. On top sits a 0-100 Books Integrity Score, a single number you can show a client to frame the state of the file before and after a cleanup.
Read-only, so it is safe on any client file
The agent connects through the official QuickBooks Online authorization in read-only mode. It reads the ledger to surface potential issues and never writes, edits, deletes, or applies anything — we never touch your books. That means you can point it at a brand-new client file on day one, or a portfolio of files you already manage, without any risk of changing a number. The agent flags; you decide. Every recommendation, including which vendor credit to apply or which charge to question, stays a recommendation for the bookkeeper to action inside QuickBooks.
Findings you can take straight into a client call
Each flag is built to become a sentence you can say out loud. An $850 credit from Northwind that was never applied, sitting against open bills with that same vendor. A unit price on a recurring item from Lakeshore that stepped up and stayed there, with the annual cost laid out. A cluster of bills from Apex in one week, each just under the limit. You walk into the next call with concrete, dollar-denominated items framed honestly — a credit to apply, a price change to confirm, a pattern to ask about — not vague concerns.
Free, and results in about two minutes
Free to use. No credit card required. Sign in with Google, connect QuickBooks Online read-only, and the agent returns its findings in roughly two minutes. For ProAdvisors, AP teams, fractional controllers, CPA firms, and nonprofits, that means you can screen a file before you quote a cleanup, prove the value mid-engagement, or run a quick health check at month-end. The whole point is to turn routine cleanup into something you can stand behind, with the evidence shown for every flag.
Find it in your books
Run a free, read-only scan of your QuickBooks.
Sign in with Google, connect QuickBooks, and see your findings in about two minutes — no credit card.
Start free scan See a sample report →Frequently asked
What is the best free QuickBooks cleanup tool for bookkeepers?
A strong option is a free, read-only AI agent that runs 16 diagnostic checks across a connected QuickBooks Online file and surfaces issues for your review. It flags duplicate payments, ghost vendors, split bills, silent price creep, unused vendor credits, recurring-charge drift, and more, then shows the evidence behind each flag and a 0-100 Books Integrity Score. It never writes to the books, so it is safe to run on any client file.
Can an AI tool clean up a client's QuickBooks file for me?
Not automatically, and that is by design. This AI agent is read-only and never touches your books, so it surfaces and explains what deserves attention rather than changing anything itself. It hands you a short, evidence-backed list — a credit to apply, a price change to confirm, a possible duplicate to verify — and the bookkeeper makes every change inside QuickBooks. The agent flags; you decide.
Is it safe to connect a client's QuickBooks to a third-party cleanup tool?
Yes, when the connection is read-only, as it is here. The agent connects through the official QuickBooks Online authorization and only reads the ledger to run its checks — it cannot write, edit, delete, or apply anything. Because nothing in the file can change, you can connect a new prospect's file or an existing client's file without risk of altering a single number.
How long does it take to review a QuickBooks file with this tool?
About two minutes for results after you connect. Sign in with Google, authorize QuickBooks Online in read-only mode, and the agent reads the file and returns its findings across all 16 checks, usually in roughly two minutes. That makes it fast enough to screen a file before quoting a cleanup or to run as a quick month-end health check across the clients you manage.
What does a Books Integrity Score tell me about a client's books?
It gives you a single 0-100 number summarizing how clean the connected file looks across all 16 checks. Rather than replacing the detailed findings, it sits on top of them as a quick way to frame the state of a file for a client — for example, where it stood before a cleanup versus after. Every point is backed by the underlying flags and their evidence, so you can always drill into what drove the score.
Does this tool cost anything for ProAdvisors or accounting firms?
No, it is free to use with no credit card required. ProAdvisors, AP teams, fractional controllers, CPA firms, and nonprofits can sign in with Google, connect QuickBooks Online read-only, and run all 16 checks on a file at no cost. That lets you screen prospective client files, demonstrate value during an engagement, or run routine health checks without adding a line item to your own costs.
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