Now in Beta
See what your numbers are really saying
FirmView transforms your QuickBooks data into clear, actionable insights across your income statement, balance sheet, and cash flow — so you can make decisions with confidence.
Three products. One clear view.
From understanding today to tracking your metrics to presenting to your board — FirmView covers the full arc.
FirmView Insights
Understand what is happening in your business
Automated analysis across all three financial statements. Surface trends, risks, and opportunities your bookkeeper won't catch.
FirmView Charts
Your metrics, your way
Build custom dashboards from your financial data. Track the metrics that matter most, export to Excel, and embed in board decks.
FirmView BoardReady
Board-ready reporting in minutes
Polished financial presentations generated from your data. Consistent format, professional quality, every time.
From raw data to real clarity
Three steps. No spreadsheet wrestling. No waiting weeks for your accountant.
Connect your QuickBooks
Link your QuickBooks Online account with one click, or upload your export files directly. Read-only access — we never modify your books.
We analyze everything
Our deterministic engine examines your P&L, balance sheet, and cash flow. No AI guesswork — precise, rule-based financial analysis.
Get actionable insights
Receive a comprehensive report highlighting trends, risks, and opportunities across all three financial statements. Web report with PDF download.
See what you’ll get
Explore a full FirmView Insights report built from sample data. Interactive charts, financial summaries, insight clusters, and more — exactly what your report will look like.
FirmView Insights
Main Street Goods Co.
Jan 2023 – Dec 2025 · 36 months of analysis
Executive Summary
Key findings, top risks, and recommended actions
Financial Analysis
P&L, balance sheet, and cash flow with charts
Insight Clusters
Connected signals with causal explanations
No sign-up required · interactive demo with sample data
Read-only access
We never modify your QuickBooks data
Encrypted at rest
All data stored with AES-256 encryption
Auto-deleted
Uploaded files removed after 30 days
No data sharing
Your financials are never shared or sold
Free Beta
Try all three products for free
Connect your QuickBooks and get Insights, Charts, and BoardReady at no cost while we’re in beta. No credit card required.
Try FirmView FreeSimple, transparent pricing
Choose the products you need. No hidden fees, no long-term contracts.
Single
Pick any one product — 25 runs/month
- Any one of Insights, Charts, or BoardReady
Pro
Pick any two products — 50 runs/month
- Any two of Insights, Charts, or BoardReady
Currently in free beta — try FirmView free to get all three products at no cost.