The easiest way to build custom reports from your QuickBooks data
Describe the report you want and let Runbook build it in your spreadsheet, live-synced with QuickBooks data.
No credit card required
Build custom reports with a prompt
Describe a report or analysis in plain English, and Runbook builds it in your spreadsheet — including cuts of data that QuickBooks has no standard report for.
Example prompts you can ask Runbook:Build a P&L budget for 2027 with editable assumptions. Build a 13-week cash flow forecast from open AR and AP. Review the GL for June and flag any duplicate entries, missing vendor names, or costs that may need to be capitalized. Build an AP payment calendar for the next 30 days. Build a summary sheet explaining last month's key P&L variances.
Live-synced with QuickBooks
Every report is live-synced with QuickBooks, so you only need to build them once. Refresh on demand or on a schedule, and your custom formatting, added rows, and formulas survive the update.
Runbook open in Google Sheets: a Profit & Loss report in the spreadsheet on the left, and the Runbook sidebar on the right listing the reports in the workbook with refresh controls for each.
Formula-driven outputs
Runbook's spreadsheet agent builds reports, analyses, and dashboards that reference live data. Everything is formula-driven, so custom reports update with the underlying QuickBooks data.
A Runbook-built overdue-invoice report in Google Sheets. A cell is selected, and the formula editor below it shows the SUMIFS formula behind the figure, referencing ranges on the underlying Overdue Invoices sheet.
“Runbook saves our team well over 20 hours each month by automating reports and giving us access to data and insights that simply aren’t available through QuickBooks’ standard reporting. It’s become one of the most valuable tools in our tech stack.”
Alan Egan
Blue Collar Back Office
AI built for financial data
Security reviewed by Intuit
Runbook passes Intuit's security review, and is an approved app in both the QuickBooks App Store and Google Workspace Marketplace.
Read-only access
Runbook only ever reads from QuickBooks. It can never create, edit, or delete anything in your books.
Never used for AI training
Your financial data is used to answer your requests and nothing else. It's never used to train models.
Scoped spreadsheet access
Runbook can only see the specific Google Sheets workbooks you grant access to.
Custom reports FAQ
Runbook can build virtually any report from your QuickBooks data. It queries the data it needs, pulls it into your spreadsheet, and builds reports and analyses using spreadsheet formulas. For example, you can build dashboards, forecasts, and expense analyses, or simply ask it to pull the exact slice of data you're looking for.
Runbook represents your QuickBooks data in a proprietary data model that makes it easy for AI to understand your data and query it for reporting and analysis. This lets you build reports that aren't possible with QuickBooks' native reporting features.
Runbook syncs data and reports directly from QuickBooks, and everything stays live-synced. It can also build custom, formula-based reports in your spreadsheet, and those formulas reference the live data.
Yes. You can edit them just like any other spreadsheet report. You can also give Runbook feedback and ask for changes.
General AI tools don't have access to your actual data, so they can only work with whatever you paste into your spreadsheet. Runbook connects directly to QuickBooks, understands your data, and has the necessary context to build custom reports or answer questions.
Get Started in Minutes
Install Runbook from the Google Workspace Marketplace, or book a demo to see it in action.
