Overview
Realtime QuickBooks dashboard with cash flow tracking, AR/AP aging, P&L, AI-powered insights, & books health scoring.
FinSnap is a premium QuickBooks Online companion dashboard that gives you instant visibility into your business finances — right from your browser toolbar. KEY FEATURES: Cash Position • Total cash across all bank accounts and credit cards • Available cash after bills • 7-day and 30-day cash flow forecasts Activity Tracking • Invoices sent, payments received, expenses, and estimates • Filter by This Week, Last Week, This Month, or Last Month • Drill into individual transactions Money Coming In (Accounts Receivable) • Aging breakdown: Not Yet Due, Due Soon, Overdue • Visual progress bar and per-customer detail • Direct links to view invoices in QuickBooks Money Going Out (Accounts Payable) • Bill aging with the same clear breakdown • Track what you owe and when it's due Recurring Transactions • View all active recurring invoices and bills • Monthly run rate at a glance Profit & Loss • This Month, Last Month, and Year-to-Date views • Income vs. expense breakdown by category AI-Powered Insights • Smart analysis of your QuickBooks data • Cash flow alerts, AR/AP warnings, and trend detection • Customer concentration and recurring revenue analysis Books Health Scoring • Automated bookkeeping health check (score out of 100) • Actionable recommendations to improve your books Built-in Mini Tools • Calculator with voice input • Currency converter • Tax rate lookup by ZIP code • Due date calculator • Interest calculator • Bank holiday checker • MIS daily report builder SECURITY & PRIVACY: • All data transmitted over 256-bit SSL encryption • No QuickBooks credentials stored in the extension • Authentication managed through Intuit's official OAuth 2.0 flow • Data accessed solely through Intuit's published APIs • Compliant with Intuit's developer terms of service REQUIREMENTS: • An active QuickBooks Online subscription (Simple Start, Essentials, Plus, or Advanced) • Works with both Production and Sandbox environments
Details
- Version1.2.0
- UpdatedMarch 9, 2026
- Offered byQB Premium Support
- Size125KiB
- LanguagesEnglish (United States)
- DeveloperQB Premium Support Inc.
148 Harriet Ave Buffalo, NY 14215-3564 USEmail
tech@qbpremiumsupports.comPhone
+1 202-595-8695 - TraderThis developer has identified itself as a trader per the definition from the European Union and committed to only offer products or services that comply with EU laws.
Privacy
FinSnap Premium Dashboard has disclosed the following information regarding the collection and usage of your data. More detailed information can be found in the developer's privacy policy.
FinSnap Premium Dashboard handles the following:
This developer declares that your data is
- Not being sold to third parties, outside of the approved use cases
- Not being used or transferred for purposes that are unrelated to the item's core functionality
- Not being used or transferred to determine creditworthiness or for lending purposes
