Find the transactions worth checking before they get expensive.
Connect QuickBooks, choose how far back to scan, and get a plain-English report of duplicate payment candidates, unusual expenses, vendor spikes, and messy bookkeeping items worth reviewing.
- Create an account
- Connect QuickBooks through Intuit OAuth
- Estimate transaction volume by lookback period
- Choose the scan package
- Checkout with Stripe
- Generate and download the report
QBO connection
by scan size
dashboard + PDF
V1 checks
Duplicate and near-duplicate payment candidates
Flagged with context and a suggested next verification step for the owner or bookkeeper.
Unusual vendor or account spending spikes
Flagged with context and a suggested next verification step for the owner or bookkeeper.
Large round-number transactions
Flagged with context and a suggested next verification step for the owner or bookkeeper.
Missing memo, category, or reference details
Flagged with context and a suggested next verification step for the owner or bookkeeper.
New vendor high-spend events
Flagged with context and a suggested next verification step for the owner or bookkeeper.
Owner/bookkeeper review steps in plain English
Flagged with context and a suggested next verification step for the owner or bookkeeper.
Review guides for the issues owners actually notice.
Open the full cleanup guide hub →
How to find duplicate payments in QuickBooks
Start with same-vendor, same-amount, and cross-transaction-type payment candidates before they become expensive cleanup work.
How to review vendor spend spikes
Compare current vendor spend to baseline activity and rank the transactions worth opening in QuickBooks first.
Missing memo and reference cleanup checklist
Prioritize high-context gaps by amount, vendor history, category quality, and review risk.
Uncategorized transactions cleanup checklist
Rank catch-all account cleanup by dollar amount, vendor history, category drift, and missing source context.
Ask My Accountant cleanup checklist
Turn catch-all balances into ranked owner, bookkeeper, and accountant questions before close or tax prep.
Round-number transactions review checklist
Separate normal flat-fee activity from high-dollar, weak-context entries that deserve a second look.
New vendor high-spend checklist
Review high first charges, duplicate-looking vendor names, and weak documentation before close.