Ask questions about your QuickBooks data
Connect QuickBooks to Filament and turn complex dashboards, analytics, and business intelligence into a simple conversation. No spreadsheets. No setup. Just instant answers.
QuickBooks tracks your revenue and expenses, but understanding which marketing channels drive profitable customers or how customer acquisition costs relate to actual lifetime value requires connecting financial data to your CRM and ad platforms. Filament links QuickBooks to your marketing tools and answers questions about customer profitability, cash flow patterns, and revenue attribution in plain English.
Track QuickBooks KPIs with Filament Analytics
Connect your QuickBooks account to Filament and instantly track your most important KPIs. All in plain English dashboards that update automatically.
View documentationKey QuickBooks metrics you can track in Filament:
Combine QuickBooks with other data sources
Your business runs on more than one app, and your analytics should too. With Filament, QuickBooks lives side-by-side with sales, finance, and customer tools. Bring it all together in one intelligent workspace and finally see the full picture.
Your QuickBooks data gets even more powerful when combined with other tools:
QuickBooks + Google Ads
Connect QuickBooks revenue data with Google Ads campaign spend to see which keywords and ad groups generate paying customers, not just clicks. Track cost per acquisition against actual invoice amounts and customer lifetime value.
QuickBooks + HubSpot
Connect QuickBooks invoices and payments with HubSpot deals and contacts to analyze which lead sources convert to revenue, how long sales cycles take from first touch to payment, and which customers have outstanding balances.
QuickBooks + Stripe
Connect QuickBooks accounting records with Stripe payment processing to reconcile online transactions against your books, track payment method preferences by customer segment, and identify discrepancies between payment gateway and accounting data.
Benefits of Filament's QuickBooks Integration
Ask in plain English
Start with a question like 'How did MRR trend last year?' and you'll get an instant dashboard from across your apps. No configuration, no code.
No setup
Filament is like Looker Studio or PowerBI, but it will set itself up. It understands your data, and automatically connects the dots.
Gets smarter over time
Filament remembers your context and preferences, so you spend less time explaining and answers that align with your goals.
How it works
Step 1: Connect your QuickBooks account
Connect your QuickBooks account to Filament and get instant access to your data. No technical setup required.
Step 2: Ask questions about your QuickBooks data
Start asking questions like "Which campaigns drive the most qualified leads?"
Step 3: Build QuickBooks dashboards in minutes
Get tailored insights instantly and share them with your team.
Better business decisions with AI Analytics
How to get more from your data
Most teams only scratch the surface of what's possible with their data. Reports get buried in dashboards, exports pile up in spreadsheets, and critical insights never reach decision-makers. Filament changes that.
With Filament, your data is analyzed by an AI data analyst that understands plain English. Instead of struggling with complex BI tools or waiting for reports, you can instantly ask questions about revenue, marketing performance, customer engagement, or retention, and get clear answers in seconds.
Because Filament connects data across marketing, product, CRM, and finance systems, it helps you answer the bigger questions that traditional dashboards can't:
- Which campaigns and channels actually drive revenue growth?
- How does user engagement translate into pipeline or sales performance?
- Where are we losing efficiency between acquisition, retention, and finance?
By combining AI-powered reporting, conversational dashboards, and cross-platform integration, Filament helps you move beyond surface-level metrics and uncover the insights that drive smarter, faster business decisions.
Enterprise-grade security
Complete data isolation, data encryption at rest and in-transit, and secure, accredited cloud providers keep your organisation's data protected. We never use your data for AI training or share it with third parties.
Learn more about securityQuickBooks integration FAQ
Everything you need to know about connecting QuickBooks with Filament and getting the most out of your data.