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Welcome to Financial Insights

A simple place to review your clients’ books and prepare clear, useful owner reports.

Bookkeeper Login

Have your Financial Insights username and password ready.

  1. Sign in. Enter the username and password provided to you.
  2. Open your client. Select the company you want to review.
  3. Follow the review steps. Check the books, review the AI findings and story, then prepare the owner report.

Financial Insights does not change your QuickBooks data. Any bookkeeping corrections are made separately in QuickBooks.

Owner login