AI analytics for QuickBooks users

Connect QuickBooks or upload exports. AI computes P&L breakdowns, cash flow forecasts, customer profitability, expense category drift — without an accountant.

Metrics computed automatically

• Profit & Loss analysis: Revenue, COGS, gross margin %, opex categories, net income — auto-categorized
• Cash flow forecast: 13-week or 90-day rolling cash projection from invoices + bills
• Customer profitability: Revenue minus direct costs per customer, ranked
• Expense category drift: Month-over-month change %, flag categories drifting > 10%
• AR aging analysis: Outstanding invoices by 0-30, 31-60, 61-90, 90+ days
• Tax-ready summary: Annual P&L + Schedule C-ready categories, downloadable

Frequently asked questions

Does Talon connect to QuickBooks directly?

QuickBooks Online OAuth connector is on the roadmap. Today, upload CSV exports from QuickBooks (Reports → Export) and Talon analyzes them.

Can Talon replace my accountant?

No — Talon is decision support, not tax preparation. But it handles 80% of monthly P&L review, cash flow forecasting, and customer profitability analysis that small business owners typically pay accountants $200/hr for.

Does Talon work with Xero too?

Yes — same workflow with Xero exports. Direct Xero OAuth connector also on roadmap.

Is my financial data safe?

Encrypted at rest + in transit, isolated per user, never used for model training, running on Google Cloud / Firebase. We are not yet SOC 2 certified.