Advisacor for QuickBooks Online
Close and reconciliation review for QuickBooks Online.
Advisacor reviews your books after every sync, explains each finding with the transactions behind it, and prepares journal entries your team approves before they post. For bookkeepers, accounting firms and small businesses.
What Advisacor does with your QuickBooks Online data
RA
Reconciliation checks
Flags bank and credit card accounts whose reconciliation is behind, and payments left in Undeposited Funds for more than 30 days.
RA
Findings with evidence
After every sync, see what needs attention and why, with the QuickBooks Online transactions behind each finding.
RA
Journal entries you approve
Suggested entries arrive with their source records and draft lines. Approve, edit or skip each one. Approved entries post to QuickBooks Online once you turn posting on.
RA
Receipt and invoice capture
Receipts, bills and invoices are read and matched, then added to QuickBooks Online as bills or expenses after you approve.
RA
Learned rules you approve
A reviewer's correction becomes a suggested rule. A controller or admin approves it before it applies.
RA Pro · Early access
Company memory and Pulse
RA Pro learns your vendors, recurring entries and normal amounts from up to 24 months of history, and answers plain-English questions about your financials.
RA Pro + Balance Sheet · Early access
Balance sheet workpapers
Reconciliation workpapers for every non-cash balance sheet account, with Excel and PDF files you can hand to your CPA.
How it works
Step 1
Connect QuickBooks Online
Sign in to Advisacor, choose Connect to QuickBooks, then sign in with Intuit and pick your company. Posting stays off until you turn it on.
Step 2
Review findings and evidence
Advisacor reads your books and shows what needs attention, why, and what to do next.
Step 3
Approve what posts
Your team approves each prepared entry. Larger entries ask for a fresh two-factor check, and the person who proposed an entry can't approve it.
What Advisacor reads and writes
Advisacor asks Intuit for access to your QuickBooks Online accounting data, which includes permission to write. It writes only what your team approves, and only after someone with authority for the company turns posting on.
Reads
- Your chart of accounts and account balances
- Transactions such as journal entries, invoices, bills, payments, deposits and transfers
- Customers, vendors and items
- Financial reports, such as the balance sheet and profit and loss
Writes, only after approval
- Journal entries a person on your team approves
- Bills or expenses from receipts and invoices you approve
- Supporting documents you choose to attach to a transaction
AI features stay off until someone with authority for the company turns them on. Read how we handle your data in our Privacy Policy.
Plans
Advisacor RA
$49/mo for your first 6 months, then $79/mo
1 entity included
Advisacor RA Pro
$279/mo for your first 6 months, then $349/mo
2 entities and 5 firm seats included
Advisacor RA Pro + Balance Sheet
$449/mo for your first 6 months, then $599/mo
2 entities and 5 firm seats included
Prices in US dollars. See full pricing and plan details.
Disconnecting and getting help
Disconnect at any time
Disconnect from the Apps page in QuickBooks Online. Advisacor's access is revoked with Intuit and it stops reading from and posting to that company.
Support
Email support@advisacor.com or visit the Support Center for response times, setup guides and answers to common questions. See also our Privacy Policy, Terms of Service, and EULA.