Turn your QuickBooks data into an investor update
ReportWise turns your QuickBooks data into an investor update you can send to investors, partners or your accountant — a clean, branded PDF with charts, key metrics and a written summary. No spreadsheets, no formulas, and your file never leaves your browser.
Create your report freeHow it works
1. Drop your export
Drag in your QuickBooks CSV export. ReportWise reads it instantly, right in your browser.
2. We build the report
Columns are detected automatically and turned into an investor update with charts and KPIs.
3. Download the PDF
Add your logo and brand colour, then download a polished, on-brand PDF.
What's inside your Investor Update
Your PDF includes:
- Total revenue with month-over-month growth
- Orders, average order value (AOV) and unique customers
- Refunds and net revenue
- A revenue-over-time line chart
- Your top products by revenue
- A written executive summary
Made for QuickBooks
Export a transaction list or general ledger from QuickBooks as CSV. ReportWise recognises QuickBooks' columns — transaction type, split account, memo and amount — and separates income from expenses automatically.
Your data never leaves your browser
ReportWise parses your file and builds the PDF entirely on your device. Nothing is uploaded to a server, so your financial data stays completely private.
Frequently asked questions
Is my QuickBooks file uploaded anywhere?
No. Your file is read and the PDF is generated entirely in your browser — it never leaves your device.
How much does it cost?
Your first report is free, no credit card required. After that you buy a pack of report credits that never expire — there is no subscription.
Do I need to format the file first?
No. ReportWise detects the columns automatically, so you can drop the raw export in as-is.
Turn your QuickBooks data into an investor update now
Your first report is free — no credit card required.
Create your report