Invoice AuditorRead-only books-integrity agent for QuickBooks
Year-End QuickBooks Review for CPA Firms, Before You Close the Books
Before sign-off, you want to know what's quietly off in a client's books — without billing hours to comb every vendor and bill by hand. A free, read-only AI agent runs 16 checks across QuickBooks Online in about two minutes and hands you a Books Integrity Score with the evidence behind every flag, for your review.
Start free — no credit cardFree to use · No credit card · Read-only QuickBooks access · 2-minute setup
What slips past a year-end QuickBooks review
The things that distort a client's year-end numbers rarely look wrong one record at a time. A payment entered by hand and then pulled in again from the bank feed reads as two ordinary transactions. A vendor with no tax trail looks like any other payee. Three bills just under an approval line each pass per-bill review. A unit price that crept up hides inside totals that never repeat, and an unapplied vendor credit just sits on the aging report. QuickBooks reviews each record in isolation, so the pattern across records stays invisible until someone looks across the whole file.
How the agent reviews a client file
Sign in with Google and connect QuickBooks Online read-only, and the AI agent reads the ledger across object types and vendors, then runs 16 checks — duplicate payments hiding across bills and bank-feed expenses, ghost vendors, split bills shaped to dodge a sign-off limit, silent unit-price creep, unused vendor credits, recurring-charge drift, and more. It returns a single 0-100 Books Integrity Score and lays out the evidence behind every flag for your review. The agent never touches your books — it flags, your firm decides.
A Books Integrity Score you can put in front of a client
The Books Integrity Score gives your firm one read-only number to anchor the year-end conversation, with the specific signals behind it laid out underneath. Each finding shows its work: the vendor, the amounts, the dates, and why it was surfaced — a $1,250 payment to Northwind Traders recorded twice, an Apex Strategic Consulting vendor with no tax trail, a unit price from Meridian that stepped up and stayed up. Nothing is presented as a verdict. Each item is a potential issue for your review, framed so a partner can confirm or clear it in seconds.
Built for the way firms work at close
A year-end review is a time crunch: many client files, a narrow window, and no appetite to bill hours on manual vendor checks. Because the agent is free and runs in about two minutes per file, your firm can put every QuickBooks Online client through the same diagnostic before sign-off — bookkeeping clients, ProAdvisor engagements, nonprofits. Instead of thirty maybes, you get the handful of findings that actually deserve a partner's eyes, each with the evidence attached. It adds a real review layer without slowing the close.
Read-only, and never an assurance claim
The agent connects through the official QuickBooks Online read-only authorization: it reads to surface potential issues and never writes, edits, or deletes anything. We never touch your books. Just as important, nothing it produces is an assurance opinion or a fraud finding. Every flag is a diagnostic — a potential issue, surfaced with its evidence, for your firm's professional review. The agent points to what deserves a second look before close; your CPAs reach the conclusions. The agent flags; you decide.
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's the fastest way to review a client's QuickBooks before year-end close?
Connect the client's QuickBooks Online read-only and run a free AI agent that checks the whole file in about two minutes. It runs 16 checks across vendors and object types, returns a 0-100 Books Integrity Score, and shows the evidence behind every flag — duplicate payments, ghost vendors, split bills, price creep, unused credits and more — so your firm can review the handful that matter instead of combing the ledger by hand.
Can a CPA firm use this on client QuickBooks files for year-end review?
Yes — it's built for firms running year-end reviews across many QuickBooks Online clients. Each partner or staff member signs in with Google, connects a client file read-only, and gets a Books Integrity Score with evidence on every flag in about two minutes. Because it's free with no credit card, a firm can run the same diagnostic on every client before sign-off without adding billable manual hours.
Does the AI agent provide assurance or an audit opinion on the books?
No. The agent is a read-only diagnostic, not an assurance engagement and not a fraud finding. It surfaces potential issues with the supporting evidence for your firm's professional review, and your CPAs reach every conclusion. It deliberately presents each item as something worth a second look before close — never a verdict — so it complements your judgment rather than replacing it.
Is it safe to connect a client's QuickBooks Online to the agent?
Yes — the connection is read-only through the official QuickBooks Online authorization, so the agent reads the ledger to surface flags and never writes, edits, or deletes anything. We never touch your books. It reviews the period you choose and returns findings with their evidence; any change to the client file is made by your firm, never by the agent.
What does Invoice Auditor check in a year-end QuickBooks review?
It runs 16 checks aimed at money quietly leaking from the books before close. These include duplicate payments hiding across bills and bank-feed expenses, ghost or shell vendors with no verifiable trail, split bills shaped to slip under an approval limit, silent vendor unit-price creep, unused vendor credits stranded on the aging report, and recurring-charge drift on subscriptions. Each finding rolls into a 0-100 Books Integrity Score and ships with the evidence behind it, for your review.
How much does a year-end QuickBooks review with Invoice Auditor cost?
It's free to use, with no credit card required. A CPA firm signs in with Google, connects a client's QuickBooks Online read-only, and the agent returns a Books Integrity Score and every flag with its evidence in about two minutes. You can run it across every client file before close at no cost; questions go to hello@ignidor.com.