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Read-only books-integrity agent for QuickBooks

The QuickBooks ProAdvisor Tool for Client Books-Integrity Reviews

Walk into every client review with one number and the evidence behind it. A free, read-only AI agent runs 16 checks across a client's QuickBooks Online file — duplicate payments, ghost vendors, split bills, silent price creep — and returns a 0-100 Books Integrity Score in about two minutes. You decide what's worth a call.

Start free — no credit card

Free to use · No credit card · Read-only QuickBooks access · 2-minute setup

Built for the work ProAdvisors already do

As a QuickBooks ProAdvisor, you are the person clients trust to keep the books honest. But manually scanning a file for the things that quietly leak money — a credit that was never applied, a vendor with no tax trail, a unit price that crept up — is exactly the work there's never time for. This AI agent does that first pass for you. Connect a client's QuickBooks Online read-only, and in about two minutes you get a 0-100 Books Integrity Score plus a short list of flags, each with the records behind it laid out for your review.

16 checks, one score, every flag shows its work

The agent surfaces the leaks that hide between QuickBooks objects: duplicate payments wearing two faces, ghost or shell vendors, bills split to slip under an approval limit, silent vendor price creep on the item lines, unused vendor credits stranded on the aging report, and recurring-charge drift on autopay — 16 checks in all. Each flag is presented as a potential finding for your review, never a verdict. You see the vendor, amount, date, and object type side by side, so confirming or dismissing takes seconds. The 0-100 score gives the client one honest headline; the evidence gives you the conversation.

A score and evidence you can put in front of a client

Every engagement is easier when you can open with a number. The Books Integrity Score turns a file's health into something a client immediately understands, and the underlying flags turn it into something you can act on. Because the agent shows its work — was, now, since when, and the dollar impact at the client's actual rate — you walk into the review with specifics, not maybes. It's a diagnostic that points you to the two or three items worth a phone call, instead of thirty things to chase down by hand before the close.

Read-only, free, and safe for client files

The agent connects through the official QuickBooks Online authorization, read-only. It reads the ledger to surface potential findings and never writes, edits, or deletes anything — we never touch your client's books. It's free to use, with no credit card required: sign in with Google, connect a client file read-only, and results come back in about two minutes. Because access is read-only and connections are per-file, it fits cleanly into how ProAdvisors already manage multiple client books without adding risk to any of them.

From bookkeeping to advisory, one client at a time

An unapplied vendor credit handed back as a smaller next payment, a price increase surfaced before it compounds across a year, a fabricated-looking vendor flagged before the next bill run — these are the findings that make an engagement visible. For ProAdvisors building an advisory practice, the agent turns a routine file review into a proactive, dollar-denominated conversation. You run it across each client, confirm the handful that matter, and arrive at the review with evidence the client can see and a clear reason to keep working with you.

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Frequently asked

What is the best free tool for QuickBooks ProAdvisors to review client books?

Invoice Auditor is a free, read-only AI agent built for exactly this — it runs 16 books-integrity checks across a client's QuickBooks Online file and returns a 0-100 Books Integrity Score with the evidence behind every flag. It surfaces things like duplicate payments, ghost vendors, split bills, price creep, and unused vendor credits for your review, in about two minutes per client, with no credit card required.

Is it safe to connect a client's QuickBooks to Invoice Auditor?

Yes — the agent connects read-only through the official QuickBooks Online authorization and never writes, edits, or deletes anything. It reads the ledger to surface potential findings and we never touch your client's books. Connections are per-file, so it fits how ProAdvisors already manage multiple client files, and the agent flags while you decide what to act on.

What does the Books Integrity Score actually measure?

The Books Integrity Score is a 0-100 diagnostic that summarizes what the agent surfaced across its 16 checks on a client's file. It reflects potential issues flagged for your review — such as possible duplicate payments, stranded vendor credits, or unit-price creep — and is paired with the underlying evidence for each flag, so it's a starting point for a conversation rather than an assurance or a pass/fail grade.

Can QuickBooks ProAdvisors use this to offer white-label or advisory reviews to clients?

Yes — the score and the per-flag evidence give you something concrete to walk a client through during a review. Because the agent shows its work for each finding — vendor, amount, date, and dollar impact at the client's actual rate — you can build an advisory conversation around specifics. It turns a routine file check into a proactive review, while you stay the professional who confirms and presents the findings.

How long does it take to run a books review on a client file?

About two minutes per client file. Sign in with Google, connect the client's QuickBooks Online read-only, and the agent runs all 16 checks and returns the Books Integrity Score with its flags. It's free to use with no credit card required, so you can run it across your client roster and focus your time on confirming the handful of findings that deserve a call.

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