Your finances in plain English
Your agent reads QuickBooks, calculates burn rate and runway, and tells you what changed monthly.
End of the month. Your bookkeeper closes the books in QuickBooks and sends you a P&L export.
You open it. Rows of journal entries. Account codes you half-remember. You find “Total Expenses” and compare it to last month — it went up. But where? Payroll? Software subscriptions? That new contractor?
You spend 45 minutes in the spreadsheet. You still don’t have a confident answer to the only question that matters: how many months of runway do we have left?
“At the end of every month, pull our income and expenses from QuickBooks. Calculate the monthly burn rate and compare it to the last 3 months. Break down the top 5 expense categories and flag any that increased more than 15%. Estimate our runway at the current burn rate. Post the summary to #finance in Slack.”
- Reads your books directly — connects to QuickBooks or Xero and pulls income, expenses, and account balances. No exporting CSVs, no copy-pasting from reports
- Calculates burn rate and runway — takes your total expenses, nets against revenue, and tells you how many months you can sustain the current pace. Updated monthly, not quarterly
- Flags expense spikes — if a category jumps more than your threshold, you see it immediately with context: what changed, by how much, and since when
- Speaks plain language — not accounting jargon. “Software costs rose 22% this month — $3,200 higher than the 3-month average, driven by two new annual subscriptions.” Posted to Slack, read it in 60 seconds
How you build it
Three steps, no accounting degree required. Most teams ship their first agent in under an hour.
- 1
Describe what you care about in plain English
Tell EntryDesk what financial questions matter to you — burn rate, runway, expense trends, revenue growth. No formulas. No accounting background needed.
- 2
Connect your accounting tool
Pick QuickBooks or Xero from the connector library. One-time auth. Your agent gets read access to your financial data.
- 3
Set the schedule
Your agent runs at month-end, or whenever you want. Need a cash flow breakdown by department? Just tell it. Refine anytime by talking to it.
Founders, ops leads, finance managers at companies too small for a full-time CFO but too busy to manually analyze their books every month. No accounting degree. No spreadsheet formulas.