Your Entire Business. One Financial Picture.
We integrate your QuickBooks with your project management, time tracking, payroll, and communication tools, then build custom dashboards that give you complete financial clarity in real time.
Your Bookkeeper Sees One System. You Deserve the Full Picture.
Traditional outsourced bookkeeping starts and ends with QuickBooks. But your business doesn't run on QuickBooks alone. Revenue, costs, time, people, and projects are scattered across a half-dozen tools, and the financial story they tell individually is incomplete.
- Logs into QBO, categorizes transactions
- Sends you a P&L 3 weeks after month-end
- No visibility into project profitability
- Payroll is a separate, disconnected process
- You toggle between 5+ tools for the full picture
- Decisions made on stale, incomplete data
- Every system integrated into one data layer
- Real-time dashboards updated continuously
- Project profitability visible at any moment
- Payroll feeds directly into cost analysis
- One dashboard for accounting, ops, and people, fully unified
- Decisions made on live, complete data
What We Connect
We work with the tools you already use. No ripping and replacing. Just wiring everything together.
Your financial core. We work with every version of QuickBooks, including Online, Desktop, and Enterprise, and build from there.
We connect your project data to your financials so you see profitability per project, per client, in real time.
Hours logged become dollars calculated. We pipe time data directly into your cost analysis and profitability dashboards.
Payroll data flows into your books automatically and feeds into true labor cost calculations per project and department.
Financial alerts, approval workflows, and key metrics delivered where your team already works.
Pipeline data meets financial forecasting. Know what's closing and how it impacts cash flow before it hits the books.
How We Build Your Command Center
Every engagement starts with understanding your business. No two setups are the same.
Audit Your Stack
We map every tool your business runs on, from accounting and operations to people and communication, and identify where data is siloed or leaking.
Design the Architecture
We design the integration flow and dashboard layout around your specific business questions. What do you need to see? What decisions do you make weekly?
Build & Connect
We wire the systems together with API integrations, automated data flows, and custom middleware where needed. Your data starts flowing in real time.
Custom Dashboards
We build the dashboards that answer your actual questions: project profitability, labor costs, cash runway, departmental P&Ls, client-level metrics.
Ongoing Management
We don't just build and leave. Your Flywheel team manages the books, monitors the dashboards, and flags issues proactively. The system gets smarter over time.
What This Looks Like in Practice
Representative examples of how connected finance transforms businesses like yours.
Professional Services Firm
30 employees, $4M revenue
Challenge
Couldn't tell which clients were profitable. Time tracking lived in Harvest, projects in Monday.com, billing in QBO. It took 3 weeks after month-end to understand margins.
What We Built
Integrated Harvest + Monday.com + QBO into a unified dashboard. Now the founder sees real-time project profitability and knows within 48 hours when a project is trending over budget.
Results
- Real-time project margins
- 3 weeks → 2 days for financial clarity
- Identified 3 unprofitable client relationships
Growing E-Commerce Brand
15 employees, $6M revenue
Challenge
Inventory costs, ad spend, and revenue lived in different systems. The founder was making inventory decisions based on gut feel and stale spreadsheets.
What We Built
Connected Shopify + ad platforms + QBO + payroll into a command center. Built custom dashboards showing true unit economics, contribution margin by product line, and cash flow forecasting.
Results
- True unit economics per SKU
- Cash flow forecasting 8 weeks out
- 22% improvement in inventory turns
Ready to See Your Whole Business in One Place?
Book a discovery call. We'll map your current stack, identify the gaps, and show you what a connected financial command center looks like for your business.
Book Discovery Call