For Accounting Firms
Stop Building Client Reports in Excel
Supanalyst automates QuickBooks reporting for accounting firms. Standardized dashboards, white-labeled under your brand, delivered to every client — without hiring a data team.
The Problem
Why Excel Reporting Breaks at Scale
Manual reporting workflows don't scale. Here's what we hear from firms before they switch.
Manual Data Exports
Logging into QuickBooks for each client, downloading CSVs, and importing them into Excel every month.
Inconsistent Formatting
Every client report looks different. No standard templates, no quality control, no scalable process.
Hours of Assembly
Copy-pasting data, reformatting tables, checking formulas, adjusting charts — hours per client, every month.
Can't Scale
Each new client means more manual work. Your reporting process doesn't get easier as you grow.
No Self-Service
Clients can't see their own numbers. They wait for you to email a PDF — or they don't get reporting at all.
How It Works
How Supanalyst Standardizes Client Reporting
Step 1
Connect QuickBooks
We set up secure OAuth connections to each client's QuickBooks account. One click per client — no credentials shared.
Step 2
We Build Financial Models
Our team maps charts of accounts, standardizes categorization, and builds consistent financial models across all your clients.
Step 3
Branded Dashboards Go Live
Income Statements, Balance Sheets, Cash Flow, and more — delivered under your firm's brand in a white-labeled portal.
Step 4
Automatic Updates
Dashboards refresh on your schedule — monthly, weekly, or daily. We monitor data quality and fix issues proactively.
Dashboard Templates
Six Standard Report Types, Ready to Deploy
Pre-built templates applied consistently across every client. Custom reports available on request.
Income Statement
Revenue, expenses, and net income — standardized across every client.
Balance Sheet
Assets, liabilities, and equity with period-over-period comparisons.
Cash Flow Statement
Operating, investing, and financing cash flows with trend analysis.
AR/AP Aging
Accounts receivable and payable aging buckets with collection tracking.
Revenue by Class
Revenue breakdown by department, location, or custom classification.
Job Costing
Project-level profitability with cost tracking and margin analysis.
Pricing
Simple, Predictable Pricing
Based on the number of client entities, dashboard types, and update frequency. No hidden fees.
| Client Entities | Starting At |
|---|---|
| 1–5 clients | $1,500/mo |
| 6–20 clients | $2,000/mo |
| 21–50 clients | $2,500/mo |
| 51+ clients | Custom |
One-time setup fee applies. Use our calculator for an exact quote.
Ready to Automate Your Client Reporting?
See how much time and money your firm could save with automated reporting — get your custom estimate in minutes.