QuickBooks Online Integration

Connect your QuickBooks Online account to Eagle Rock CFO for automated financial analytics.

QuickBooks Online integration

One-Click Setup

Connect your QBO account in minutes: This connection enables the accounting integration that powers our analytics.
Secure OAuth 2.0 connection: Industry-standard authentication keeps your data secure.
Daily automatic sync: Your financial data syncs automatically every day.
Complete data import: We import your chart of accounts, classes, locations, and all transaction types.
Historical data backfill: Get trend analysis with your full financial history.
Real-time sync status: Monitor sync status and address any issues quickly.
The integration is read-only for your security—we can only read data, never modify it.

Full Financial Visibility

Once connected, your QBO data powers complete Eagle Rock CFO analytics: These analytics tie directly to profitability management and exit readiness.
Revenue analysis: Track revenue trends, customer concentration, product performance, and more.
Expense management: Understand spending patterns, identify savings opportunities, and benchmark costs.
Profitability insights: See detailed profitability by customer, product, or any dimension.
Cash flow: Understand your cash position and forecast future cash needs.
Working capital: Monitor AR, AP, and liquidity metrics.
Industry benchmarking: Compare your performance to industry peers.
Everything in your QuickBooks Online is now available in powerful, actionable analytics.

Data Security

Eagle Rock CFO uses bank-level encryption and never stores your QuickBooks credentials. Connection is read-only—we can only read your data, never modify anything in your QuickBooks account.

Connect QuickBooks

Connect your QuickBooks Online account to start using Eagle Rock CFO.

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This article is part of our Product Updates | Eagle Rock CFO guide.