Neat Data for QuickBooks Online
See your business clearly—without spreadsheets, exports, or custom builds.
Automated QBO sync (Invoices, Sales Receipts, Customers, Items)
Hosted Power BI dashboards (no setup)
Always up to date (daily or hourly refresh)
Hosted Power BI dashboards (no setup)
Always up to date (daily or hourly refresh)
Stop Working Around QuickBooks Online
QuickBooks Online is great for accounting—but limited for decision-making. Most QBO companies end up exporting data, rebuilding reports, and still missing margin and trend clarity.
CLARITY
No clear view of margin by customer or item
FLEXIBILITY
Manual exports to Excel
CONSISTENCY
Inconsistent reporting month to month
TREND ANALYSIS
Limited historical trend/seasonality analysis
GROWTH
Dashboards that break as data grows
Pre-Built Power BI Dashboards
Professionally designed dashboards for sales, customer profitability, item trends, margin analysis, and seasonality—ready to use.
Automated QuickBooks Online Integration
Your QBO data syncs automatically (Invoices, Sales Receipts, Customers, Items). Your dashboards stay current—daily or hourly.
Fully Hosted &
Managed
We host and manage the Power BI environment, updates, and ongoing improvements. No servers. No BI maintenance.
Our Process
Connect QuickBooks Online
Securely authorize read-only access to your QBO data.
We Handle
the Rest
We ingest, model, and optimize the data automatically.
Log In and
Use It
Access interactive dashboards that stay updated over time.
Who This Is For
Designed for product-based and B2B companies using QuickBooks Online that need better visibility into sales, margin, and customer performance.
Distributors
Wholesale businesses
Light manufacturers
Specialty retailers
Service businesses with product revenue
Pricing That Scales with Your Business
Pricing is based on Annual Gross Sales (total of all Invoices and Sales Receipts recorded in QuickBooks Online).
Starter
Under $1M Gross Sales
$199/month
Core dashboards- 12 months of history
- Automated sync
Growth
$1M–$5M Gross Sales
$299/month
- Advanced margin & trends
- 24 months of history
- Customer scorecards
Pro
$5M–$25M Gross Sales
$499/month
- Multi-location reporting
- Transaction drillthrough
- Quarterly strategy review
Enterprise
$25M+ Gross Sales
Custom
- Custom dashboards
- Multi-entity reporting
- Dedicated success manager
Dashboard Visual Gallery
Dashboards are Power BI–native and optimized for QuickBooks Online datasets.
Why Neat Data (Instead of Building It Yourself)?
OPTION
REALITY
Excel / Google Sheets
Breaks at scale, manual, error- prone
Custom Power BI build
Expensive, slow, hard to maintain
Hiring an analyst
$80k–$120k+ per year
Neat Data
Live in days. Fixed monthly cost. Zero maintenance.
Built by Analytics Experts
Neat Data is built by a team that has delivered analytics for distributors, inventory-driven businesses, and high-volume transactional environments.
Security & Trust
Read-only access to QuickBooks Online
No changes made to your QBO data
Secure cloud infrastructure
Designed for finance and operations teams
Ready to See Your Data Clearly?
Stop exporting. Stop guessing. Start making decisions with confidence.
If you can see it clearly, you can run it better.