In development · early access list open
Live numbers, kept in step with your books
Pull balances, lists and reports from QuickBooks® Online straight into the cells you already have. Build the workbook once. Next month, press refresh.
| Row | A | B | C | D | E |
|---|---|---|---|---|---|
| 1 | Company | Acme Landscaping | |||
| 2 | |||||
| 3 | Account | Jan 2026 | Feb 2026 | Mar 2026 | Q1 |
| 4 | 4000 · Sales | 42,180 | 45,020 | 51,760 | 138,960 |
| 5 | 4100 · Services | 8,400 | 7,950 | 9,300 | 25,650 |
| 6 | 5000 · Cost of goods sold | (16,930) | (18,110) | (20,480) | (55,520) |
| 7 | Gross profit | 33,650 | 34,860 | 40,580 | 109,090 |
| 8 | 6000 · Payroll | (18,200) | (18,200) | (19,050) | (55,450) |
| 9 | 6100 · Rent | (3,500) | (3,500) | (3,500) | (10,500) |
| 10 | Net income | 11,950 | 13,160 | 18,030 | 43,140 |
Each amount is one formula pointing at your books. Change the company in B1 or the months in row 3 and the sheet recalculates. Sample data
What's in the box
Plain Excel functions. They sit alongside SUM and XLOOKUP, and work in any cell.
- TealFinchGLBalance
- General ledger balances and activity for any account and period. Filter by class, location, customer or vendor.
- TealFinchGLByCompany
- Balances broken out across companies, for consolidated or side-by-side reporting.
- TealFinchGLYOY
- Year-over-year and variance comparisons.
- TealFinchARBalance
- Receivables balances and aging by customer.
- TealFinchAPBalance
- Payables balances and aging by vendor.
- TealFinchList
- Accounts, customers, vendors, products, classes and locations, ready for dropdowns and data validation.
- TealFinchTable
- Transaction tables and report detail spilled into a range, with the columns you choose.
- Query Builder
- Pick an account and a period, and it writes the formula for you. Select an existing formula to edit it the same way.
- Workbook X-Ray
- Finds broken or orphaned formulas before the file goes out.
Who it's for
If month-end means exporting the same QuickBooks® Online reports, pasting them into last month's workbook and fixing the lookups again, this is for you.
- Bookkeeping and accounting firms with a workbook per client
- Finance teams that report across more than one company
- Owners and fractional CFOs who live in Excel and want the numbers to stay current
Questions
Something else? [email protected]
When can I use it?
We're finishing it now. Early access will open to small groups first, starting with the list on this page.
Which Excel does it work with?
Desktop Excel for Windows. Excel for Mac and Excel for the web aren't supported yet.
Does it work with QuickBooks® Desktop?
No. QuickBooks® Online is the first integration, and Xero® is coming soon.
What will it cost?
Pricing isn't final. Everyone on the early access list will see it before it's published.
What happens to the email I give you?
We use it to tell you when early access opens. We don't sell it or share it, and you can ask us to delete it at any time.