Integrate QuickBooks & Excel

QuickBooks iconSync iconMicrosoft Excel icon

Automate your daily workflow: effortlessly sync Quickbooks and Excel to arm every stakeholder with a personal financial plan specific to their job.

What do you need to get started?
Green checkmark
P&L in Excel
Green checkmark
Quickbooks Access
Green checkmark
A Good Cup of Coffee
Request a Demo
Placeholder for video walkthrough.

Helping modern finance teams everywhere grow their business

How Telemetry Works

1

Connect Your Data

Connect accounting and payroll systems to create one source of truth

  • QuickBooks Online & Desktop, Xero and Netsuite ERPs
  • Payroll integrations with 28 HRIS systems
  • Microsoft Excel and Google Sheets add-ins
Connect Your Data animation placeholder
2

Build Your Budgets & Plans

Building financial models has never been easier or faster

  • Connect existing spreadsheets in Excel and Google Sheets
  • Or build intelligent web-based plans
  • Build custom KPIs to track leading indicators
Build Your Budgets & Plans animation placeholder
3

Automate Post-Close Process

Close period data and produce forecasts and reports with just a click

  • Instantly compute budget vs actual variance
  • Consolidate multiple entities into one
  • Update spreadsheet plans and publish in seconds
Automate Post Close Process animation placeholder
4

Develop Deeper Insights

Analyze and investigate what truly drives your business

  • Financial dashboards for every client or business
  • AI Assistant available to answer any question
  • Customer, vendor and transaction drill-downs
  • In-depth customer & supplier reporting
Develop Deeper Insights animation placeholder
5

Instantly Share Results

Empower decision makers with tailored reports and insights

  • Branded with your accounting firm’s logo, icon, colors
  • Segment P&Ls customized for each key operator
  • Shared from one secure and controlled experience
  • All charts and tables downloadable
Instantly Share Results animation placeholder

Start Today for Free!

Fully onboard in under an hour
Soc2 Type II certified
Free trial for individual companies and free clients for accounting firms
Request a Demo

A financial automation tool for any business

  • Save hundreds of hours per month with AI and automation
  • Create happier, stickier clients with real-time updates
  • Reinforce your value with branded destination and reports
  • Onboard new clients and prepare reports in minutes
  • The most cost effective way to serve and scale clients
Learn More
  • Close each month faster than ever
  • Instantly build and share core financial statements
  • Accurately track and forecast cash burn and runway
  • Improve team alignment with customized P&Ls for every team and leader
  • Save time consolidating multi-entities
  • Extend the life of your existing ERP system by adding new capabilities
Learn More
Integratons

One platform to manage all your financial data.

We’ve done the hard work so you don’t have to. Connect and automate critical financial systems with our fast and simple approach.

Explore all integrations
Security

Customer trust and protection are our top priorities.

Telemetry is built with enterprise-grade security at its core. Your data is consistently protected.

Learn more about our security