Runbook helps accounting and finance teams build polished, actionable reports in minutes. Just ask Runbook for a report, analysis, or forecast, and it builds it for you in Google Sheets™. Everything is live-synced with QuickBooks, so your spreadsheet reports automatically update with fresh data. 

With Runbook, you spend less time building reports and more time on higher-value analysis.

HOW IT WORKS
1. Open Runbook in Google Sheets™
2. Connect your QuickBooks accounts in a few clicks
3. In "Reports," customize and create a new QuickBooks report
4. In "Agent," ask Runbook to build a report or analysis with your QuickBooks data
5. Refresh and manage reports from the "Reports" tab

KEY FEATURES

► Live QuickBooks reports in Google Sheets™
Choose from 30+ QuickBooks reports, pull them into Google Sheets™, and keep them auto-refreshed. You can customize these reports, and Runbook won't overwrite your changes on refresh.

► AI Agent
Describe a report, analysis, or forecast, and Runbook builds it for you in Google Sheets™. Everything is live-synced with QuickBooks, so your spreadsheet reports automatically update with fresh data.

► Drill-down to transactions
Select any cell or range in a report, click drill down, and Runbook surfaces the underlying QuickBooks transactions in a new tab. Each transaction links back to QuickBooks if you need more detail.

► One-click variance analysis
Runbook automatically explains what's causing variances in your financial reports. Want to know why expenses increased? Runbook analyzes the underlying transactions and explains it in plain English.

WHO RUNBOOK IS FOR 

Runbook is built for accounting and finance teams who make custom reports and analyses from QuickBooks data. If you're building and maintaining spreadsheet reports every month, Runbook will save you hours of manual work.

If you've hit the limits of G-Accon, LiveFlow, Fathom, or Syft — or if you're still rebuilding reports manually each month — Runbook is built for you.

PRICING

Starting at $99 per month. Start with a 14-day free trial.

GETTING STARTED

Get started in minutes. Just install Runbook, connect to QuickBooks, and start generating reports.
Read our getting started guide for more details: https://runbookhq.com/getting-started

SECURITY

Runbook passes Intuit's security review, and is an approved Intuit app partner. It can only see the specific Google Sheets™ workbooks you grant access to.

SUPPORT

We're available 24/7 for hands-on support. If you need help getting set up or have any questions about Runbook, just send us an email - we're happy to help.

Email us: sam@runbookhq.com, george@runbookhq.com
Website: https://runbookhq.com/