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Too much manual cleanup
Teams export raw data, rework layouts, fix mapping issues, and rebuild the same reporting package every month.
Connect QuickBooks or NetSuite and turn raw accounting data into instant visibility across P&L, cash flow, balance sheet, and KPIs — plus clean Excel and PowerPoint exports when you need to share the numbers.
The numbers may already exist in QuickBooks or NetSuite, but owners and advisors still lose hours cleaning data, rebuilding spreadsheets, and formatting exports before they can actually analyze performance.
Teams export raw data, rework layouts, fix mapping issues, and rebuild the same reporting package every month.
Different clients, entities, and managers all present numbers differently, making review slower and less trustworthy.
By the time reports are assembled, the team is already late to the meeting and buried in formatting instead of analysis.
RocketSights helps business owners, CPAs, and consultants get instant visibility while still producing clean exports when needed.
Link QuickBooks or NetSuite with secure, read-only access so your reporting pulls from live accounting data.
View core financial statements and KPIs in a consistent dashboard, then export the same information into a clean, usable format.
Deliver clean Excel workbooks and PowerPoint-ready outputs without spending another hour reformatting spreadsheets by hand.
Designed for repeatable analysis workflows
RocketSights reads from QuickBooks Online or NetSuite and prepares the underlying financial view.
Generate dashboards, KPI views, and export-ready files automatically from the same underlying data.
Share dashboards internally or export clean files for clients, owners, and leadership meetings.
Less spreadsheet cleanup. More usable insights, cleaner exports, and faster decision-making.
Get fast visibility into performance, cash flow, and KPIs without rebuilding the same analysis every month.
Export polished Excel and PowerPoint outputs without spending another cycle rearranging tabs and fixing formatting.
Give business owners, CPAs, and consultants a clearer view of performance without forcing them to live inside accounting software.
RocketSights is strongest when teams need faster visibility into financial performance and clean exports they can trust.
If your value comes from understanding the numbers, not manually assembling spreadsheets, this is the right workflow.
RocketSights helps CPAs and consultants spend less time formatting spreadsheets and more time reviewing the numbers that matter.
Advisory and fractional CFO teams can move faster from bookkeeping data to dashboards, KPI views, and export-ready deliverables.
Business owners get clearer financial visibility without needing to live in QuickBooks or wait for a spreadsheet export to be rebuilt by hand.
Choose the level that fits your workflow, client load, and export needs, then request a demo to talk through fit.
For a single business or a firm starting with one reporting relationship.
For CPA firms and advisory teams managing multiple clients or entities.
For larger firms and teams that need more entities, customization, and support.
Get a quick look at how RocketSights helps business owners, CPAs, and consultants move from raw accounting data to fast insights and clean exports.
Tell us a little about your business, firm, or advisory workflow and we’ll follow up to schedule a demo.
RocketSights helps business owners, CPAs, and consultants move from raw accounting data to financial insights and ready-made exports faster.