Live dashboard for QuickBooks Online

Your QuickBooks dashboard, live.

Connect QuickBooks once and see your P&L, cash flow, A/R and key numbers update on their own. No exports, no spreadsheets, no waiting for month-end.

14-day free trial, no charge for 14 days · Read-only QuickBooks access · Cancel anytime

Illustrative mockup

Live P&L straight from QuickBooks

Income MTD

$412.6K

+8.3% MoM

Expenses MTD

$298.1K

+3.1% MoM

Net income

$114.5K

+$18.4K

A/R outstanding

$96.2K

12 invoices

Revenue this week

Mon
Tue
Wed
Thu
Fri
Sat

Sample data, not connected to a live account.

QuickBooks has your numbers. It doesn’t show you what they mean.

Most owners see their real numbers once a month, in a PDF, weeks after the month closed. By then the cash crunch, the job that lost money or the invoice that never got paid has already happened. Northwind Metrics reads your QuickBooks books every day and puts what matters on one screen.

Everything an owner checks, on one screen

Live P&L

Income, expenses and net income for the month, straight from QuickBooks and compared with last month.

Cash flow

Cash on hand, runway in days, and a 13-week cash forecast so you see a tight week coming.

A/R and collections

Who owes you, how much is overdue, and which invoices to chase first.

Balance sheet and KPIs

Margin, expenses and the KPIs that matter for your type of business, tracked over time.

Daily snapshot

A short daily summary: red flags, wins and whether cash is OK.

Ask in plain English

Ask “Why did margin drop last month?” and get an answer based on your actual QuickBooks data.

Live in about ten minutes

  1. 01

    Connect QuickBooks

    Sign in with QuickBooks and approve read-only access. One click.

  2. 02

    Your dashboard builds itself

    We sync your accounts, balances and transactions and lay out your P&L, cash and A/R.

  3. 03

    Check it whenever you want

    Your dashboard updates from QuickBooks every 12 hours, on desktop or phone.

14-day free trial, no charge for 14 days · Read-only QuickBooks access · Cancel anytime

An AI CFO that watches the numbers for you

Add AI skills that work on top of your dashboard: Cost Control AI to find spending you can cut, cash-flow alerts before money gets tight, AR Autopilot to follow up on unpaid invoices, and payroll insights on labor cost against revenue. Every plan includes at least one skill, and you can add more as you need them.

See all AI skills

Made for owners who run the business, not the books

Contractors and trades, e-commerce stores, service companies, and owners with more than one location or entity. If you use QuickBooks Online and want to know where you stand without waiting for your bookkeeper, this is for you.

Bookkeeper or CPA? Give every client this dashboard under your own brand. See Northwind for CPAs

Read-only, month-to-month, and simple to start

  • Northwind Metrics connects to QuickBooks with read-only access. It can’t change, delete or post anything in your books.

  • The CEO QuickBooks Dashboard plan starts at $49/month with live dashboards and one AI skill included. Every plan starts with a 14-day free trial, and you can cancel anytime.

Compare plans

QuickBooks dashboard: common questions

Does it work with QuickBooks Online?

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Yes. Northwind Metrics connects to QuickBooks Online with a secure, read-only connection.

Can it change anything in my QuickBooks?

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No. Access is read-only. We read your accounts, balances and transactions to build the dashboard; we never write to your books.

How long does setup take?

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Most owners connect QuickBooks and see their first dashboard in about ten minutes. There is nothing to install.

How current are the numbers?

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Your dashboard updates from QuickBooks every 12 hours, so you see your latest P&L and cash position instead of last month's report.

Is there a free trial?

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Yes. Every plan includes a 14-day free trial with no charge for 14 days. After the trial your plan continues monthly unless you cancel.

Can my bookkeeper or CPA use it too?

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Yes. CPAs and bookkeepers can offer Northwind dashboards to all their clients under their own brand.

Stop guessing. See your numbers today.

Connect QuickBooks once and know exactly where your business stands, every day.

No charge for 14 days · Read-only QuickBooks access · Cancel anytime