Invoice AuditorRead-only books-integrity agent for QuickBooks
Hand Your Client a QuickBooks Findings PDF, Not a CSV
The work was always good. The handoff is where the value evaporated — a spreadsheet a client never opens. A free, read-only AI agent turns every review into a clean, branded one-page PDF you'd be proud to put your name on.
Start free — no credit cardFree to use · No credit card · Read-only QuickBooks access · 2-minute setup
Why the deliverable is the product
A bookkeeper finds the money, then hands the client a CSV or a screen printed from the browser. The work is excellent; the artifact is a spreadsheet, and the value evaporates in the handoff. Your clients never see the engine, the records read, or the months of bills reviewed. They see the one page you put in front of them. So the agent makes that page worthy of the work behind it — not prettier data, but a deliverable that reads in ten seconds instead of a file nobody opens. The page becomes the proof of the engagement.
What the client-ready PDF contains
The report leads with the money in two honest buckets up top — what's potential and what's confirmed recoverable — kept separate so nothing is overstated. Below sit the flagged items: duplicate payments, ghost vendors, split bills, silent price creep, unused vendor credits, recurring-charge drift, and the rest of the sixteen checks, each with the evidence behind it. The 0-100 Books Integrity Score gives the client one number to grasp the file's health. At the foot, a plain-language note states the review is read-only and diagnostic, surfaced for your review.
One click, two minutes, fully branded
Sign in with Google, connect QuickBooks Online with read-only access, and results arrive in about two minutes. From there the client-ready PDF is a single click. The agent reads the ledger to surface what deserves a second look and never touches your books — it cannot write, edit, or delete anything. The page carries a clean brand line, the two-bucket money, the findings table, and the disclaimer, so what you hand over looks as considered as the work behind it. Free to use. No credit card required.
An illustrative example
On a sample file, a review surfaced roughly $4,270 across a year of bills — the same finding a bookkeeper might pull into a spreadsheet, but now rendered as a one-page document a client reads in ten seconds. A figure like a $1,250 payment to Northwind Traders recorded twice, or an $850 credit from Lakeshore never applied, lands on the page with its evidence beside it, framed as potential and for your review. This example is illustrative; your file's numbers depend on what the agent surfaces in your own QuickBooks.
Built for the professionals who present the work
For bookkeepers, accounts-payable teams, fractional controllers, QuickBooks ProAdvisors, CPA firms, and nonprofits, the report is the moment the client sees value. It turns a routine cleanup into a deliverable that justifies the engagement and opens the next conversation — about a price creep from Apex Supply worth confirming, or a recurring CloudDesk charge worth reviewing. Because every flag is non-assurance and shows its work, you stay the trusted human in the loop. The agent flags and presents; you decide what to say and what to send.
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
How do I create a client-ready report from QuickBooks?
Sign in with Google, connect QuickBooks Online with read-only access, and the agent reviews the file in about two minutes. From the results, exporting a clean, branded one-page PDF is a single click — with the money in two honest buckets, the flagged items and their evidence, the Books Integrity Score, and a read-only diagnostic note at the foot. It's free, with no credit card required.
Can I hand the Invoice Auditor PDF directly to a client?
Yes — the PDF is designed to be the deliverable you put in front of a client. It's a branded one-pager that reads in about ten seconds, leading with the potential and confirmed-recoverable buckets and listing each flagged item with the evidence behind it. The foot states plainly that the review is read-only and diagnostic, so what you hand over is honest about what it is and what it isn't.
Is the report an audit or assurance of my client's books?
No — it's a diagnostic that surfaces items for your review, not an audit or assurance. The agent flags potential issues like duplicate payments, unused credits, or price creep and shows its work, but it never certifies or guarantees anything. A human confirms each flag. The two-bucket money keeps potential findings separate from confirmed-recoverable ones precisely so nothing is overstated.
Does generating the PDF change anything in QuickBooks?
No — the agent connects through read-only QuickBooks Online access and never touches your books. It reads the ledger to surface findings and render the report, but it cannot write, edit, delete, or apply anything. Generating the client-ready PDF is purely a presentation step; your client's QuickBooks file is left exactly as it was.
What's included in the QuickBooks findings PDF?
The PDF includes the recoverable money in two honest buckets (potential and confirmed), the flagged items from the sixteen checks — duplicate payments, ghost vendors, split bills, price creep, unused vendor credits, recurring-charge drift, and more — each with its supporting evidence, a 0-100 Books Integrity Score, and a read-only, non-assurance note at the foot. It's branded and built as a one-page document a client can read at a glance.
Is the client-ready report free to use?
Yes — it's free to use, with no credit card required. Sign in with Google, connect QuickBooks Online read-only, and results arrive in about two minutes, after which the branded PDF is one click away. For questions, reach out at hello@ignidor.com.