Manual CSV exports break reporting
Finance teams lose trust when every refresh depends on a spreadsheet handoff.
MetricBooks
QuickBooks Online to Power BI
Connect QuickBooks to Power BI in minutes.
MetricBooks turns your QuickBooks data into clean, Power BI-ready financial models with automated sync, refresh handling, and dashboards built for finance teams.
QuickBooks OnlineInvoices, bills, customers, accounts
MetricBooksOAuth, token refresh, sync, normalization
Power BI
$482K$91K18%
Reporting without the cleanup tax
Stop fighting with exports, APIs, and messy accounting data.
QuickBooks API data is complex and nested
Accounting records need context, joins, and cleanup before they are useful in BI.
Power BI models take too long to maintain
Custom Power Query logic becomes fragile as reporting needs and entities change.
How it works
Four steps from accounting system to finance dashboard.
01
Connect QuickBooks
User authenticates securely with QuickBooks Online.
02
Sync financial data
MetricBooks retrieves invoices, payments, customers, vendors, bills, accounts, and journal entries.
03
Normalize for analytics
Data is transformed into clean financial tables and reporting views.
04
Analyze in Power BI
Connect Power BI to MetricBooks and use ready-made dashboards.
Connector platform
Everything finance teams expect before trusting a data connector.
Secure QuickBooks OAuth connection
Guided authorization with realmId capture.
Automatic refresh token handling
Tokens stay fresh without manual intervention.
Power BI-ready financial models
Tables shaped for finance reporting.
Core accounting entities
Invoices, payments, customers, vendors, bills, accounts, and journal entries.
AR and AP reporting
Receivables and payables views for working capital visibility.
Revenue and cash flow views
Clean metrics for monthly finance reviews.
Downloadable Power BI template
Start from a model finance teams already understand.
Sync status monitoring
Track refreshes, failures, and audit-friendly run history.
Dashboard preview
Finance metrics shaped for Power BI from day one.
Revenue, open invoices, overdue AR, cash flow, top customers, aging buckets, and monthly revenue trend in one clean model.
Executive FinanceApril close view
Synced 4m agoRevenue$482K
Open invoices128
Overdue AR$91K
Cash flow$214K
Monthly revenue trend
Aging buckets
Current
1-30
31-60
61-90
90+
Top customers
Northstar Supply
Atlas Retail
Cobalt Services
Security
Built for secure financial data movement.
Encrypted token storage
Tenant-level data isolation
Read-only QuickBooks access where possible
Audit-friendly sync logs
No manual spreadsheet handling
Pricing preview
Plans for operators, finance teams, and client-service firms.
Starter
For small businesses connecting one QuickBooks company.
Coming soon QuickBooks connection Power BI-ready model Sync monitoring
Growth
For finance teams managing multiple reporting needs.
Coming soon QuickBooks connection Power BI-ready model Sync monitoring
Consultant
For accountants and BI consultants managing multiple clients.
Contact us QuickBooks connection Power BI-ready model Sync monitoring