Know where your business stands. Spend less time on the books.
FinOverview connects to QuickBooks and to the inbox your suppliers write to. You get one page that shows cash, who owes you, what you owe and how profit is trending, and supplier invoices that turn into draft bills you simply approve.
GST/QST aware · Reads invoices in French and English · Built in Montréal
Pick what your business needs
Free tools anyone can use, an overview for signed-in clients, and done-for-you modules for subscribers.
Financial overview
Your QuickBooks, on one page
Cash, money owed to you, bills to pay, profit by month and where the money goes. Read live from QuickBooks every time you open it.
Sign in to openBookkeeping
Supplier invoices, filed for you
We watch your payables mailbox, recognise invoices (and ignore statements and reminders), and prepare draft bills in QuickBooks for you to approve.
Sign inLoan simulator
What will this loan really cost?
Payment, total interest and payoff schedule for any amount, rate and term. Compare weekly, bi-weekly and monthly payments.
OpenPurchase forecasting
Order before you run out
Reorder alerts per product and supplier, based on what you actually sell.
Collections
Get paid on time
Who owes you what, and polite reminders sent from your own mailbox.
From inbox to QuickBooks, with you in control
Connect QuickBooks
Sign in and link your QuickBooks Online company. Your overview is read live from QuickBooks each time you open it.
Point us at your payables inbox
We get read access to one mailbox only, the one your suppliers send invoices to. No other mailbox in your company is visible to us.
Approve, don't type
Invoices become draft bills with the original PDF attached. Statements and reminders are recognised and set aside. You review and click import.
Built for financial records from day one
Nothing posts on its own
Every bill is a draft until a person approves it. That's how your accountant wants it too.
One mailbox, read-only
Microsoft's own access rules limit us to the single mailbox you choose. We tested that other mailboxes are refused.
No copies of your documents
We don't keep your emails or invoices. The original PDF is attached to the bill inside your own QuickBooks.
Your numbers stay in QuickBooks
The overview is read live from QuickBooks. We don't build a copy of your books.
Encrypted in transit and at rest
Every connection uses HTTPS, and the keys that link your QuickBooks are encrypted before they're saved.
Hosted in North America
Our database runs in eastern North America on Cloudflare's network.
Want FinOverview for your business?
We set up each client personally: your QuickBooks, your supplier inbox, your rules. Tell us a little about your business and we'll be in touch.
info@finoverview.com