Serving 25+ Small Business Clients? Turn Hours of Reporting Into Minutes
Enhance QuickBooks & Sage with AI-powered insights your clients will actually understand
Best fit for firms that: Currently spend 3-8 hours per client on monthly reporting • Use QuickBooks, Sage, or similar • Bill $500K+ annually • Want to scale without hiring
No 60-hour Power BI training. Your bookkeeper can use it on day one.
Plain English insights, not just charts. Reports your clients actually understand.
Whether you spend 3 or 8 hours on monthly reporting, BARS AI reduces it to 10-15 minutes of review time.
Works with QuickBooks, Sage, and your existing accounting software.
Everything your clients need for strategic decision-making
AI-generated narrative that explains what's happening in the business in plain English
Key metrics at a glance with trend indicators and performance tracking
Month-over-month and year-over-year comparisons with AI explanations
3-6 month predictive analysis with specific timing recommendations
See how your client stacks up against industry standards
Board-ready presentation materials for strategic planning sessions
Detailed breakdown by product, customer, or department
Forward-looking opportunities for tax optimization strategies
No competitor automates this level of analysis at this price point
What happened - Standard financial metrics and KPIs
How it's changing - Historical patterns and rate of change
Where in the cycle - Seasonal patterns with timing predictions
Stage identification - Startup, growth, maturity, or decline
What to do next - Specific, actionable recommendations
We set it up FOR you - not "upload your CSV files monthly"
Schedule a 15-minute Zoom session at your convenience
Guide you through QuickBooks OAuth connection - you stay in control
See it work live - your first complete report in minutes
Monthly automation configured - fully automatic from then on
For CPA firms with active QuickBooks or Sage subscriptions • ROI: 90:1 to 116:1
Requires: Active QB/Sage subscription
Start Free TrialRequires: Active QB/Sage subscription
Start Free TrialFor firms: 100+ clients, custom needs
Contact SalesFor CPA firms with 25+ clients using QuickBooks or Sage
Book your free 15-minute setup call. No credit card required.
Book Your Free 15-Minute Setup Call
See BARS AI in action and get all your questions answered