Built for QuickBooks ProAdvisors

Live financial dashboards.
One per client.

Activate a beautiful, always-up-to-date dashboard for each client business you manage. Share a private link. They see revenue, cash flow, and expenses in real time — without logging into QuickBooks.

AAcme Coffee Co.
Last 12 months
Revenue
$1.84M
+12%
Net income
$312K
+5%
Gross margin
52.1%
+1.4pt
Cash
$214K

How it works

Three steps per client. Setup takes a minute; the dashboard stays live forever.

  1. 01

    Add a client

    One row per client business. Name them whatever you like — RavenDash gives each one a unique share link.

  2. 02

    Connect QuickBooks

    Through your QuickBooks Online Accountant access. Pick the client’s company, authorize once. We never modify their books.

  3. 03

    Send the link

    Email or text the private URL. Your client sees revenue, cash flow, and expenses — no QuickBooks login required.

Why ProAdvisors choose RavenDash

The dashboard your clients actually look at — without the work of building it yourself.

  • White-labeled for your firm

    Upload your logo, set your primary color, drop in your firm name. Clients see your brand, not ours.

  • Read-only, by design

    Clients only see the dashboard. No accidental edits, no QuickBooks access, no permissions to manage.

  • Live data, no syncing

    Numbers pull from QuickBooks Online every time the page loads. Always current. No nightly batch jobs.

  • Revoke instantly

    Regenerate the share link or pause access with one click. The old URL stops working immediately.

  • Focused on the data that matters

    Revenue trends, gross margin, cash position, runway, expense breakdown by category. No vanity metrics.

  • Built on QuickBooks Online

    Official Intuit OAuth integration. Tokens encrypted at rest. Your client data stays your client data.

Activate your first client in under a minute.

Create an account, connect your first QuickBooks company, and send your client a private link. Same day.

Get started