Turn QuickBooks Online data into branded, client-ready dashboards for bookkeeping, accounting, and advisory firms.
Free for 1 client. No credit card required.
What is Firmside?
Firmside is client reporting software for bookkeeping, accounting, and advisory firms using QuickBooks Online. It helps firms deliver branded, client-ready dashboards without rebuilding spreadsheets or maintaining business intelligence tools.
Firmside fits the process you and your clients already use, without replacing anything.
Your dashboards are built from the data already in QuickBooks, so your books never move.
Keep your Google Sheets for everything you already do in them, like notes, planning, or data you pull in yourself. If you already send clients a sheet, drop your Firmside share link right in.
The polished, branded dashboard your clients actually open, via a share link or login.
Schedule QuickBooks to send each client's Profit & Loss and Balance Sheet to Firmside. Set it up once, and the dashboard stays current every month. Need to upload manually? Drop in QBO exports instead.
Firmside suggests a category for most accounts based on their name and structure. Review the suggestions, hit accept, and you're set. Mappings carry forward every month.
Fill your yearly budget from last year's actuals, then adjust anything from there. Dashboard charts and reports compare actuals to your budget.
Customize a client dashboard from 100+ charts and KPIs, with built-in financial reports right there when you need them, ready to share and explore together on your next call.
Every dashboard your clients see carries your firm's name, logo, and brand color. The output is yours.
Save a dashboard template with the pages, charts, KPIs, and colors you want, then apply it across clients in one click.
Organize expenses into groups that roll up categories the way you report. No need to edit your client's chart of accounts.
Turn each monthly close into a clean, client-ready dashboard, with no spreadsheet repackaging.
Give every advisory client the same polished dashboard, so your team spends less time on setup and more time with the client.
Lead client meetings from one view of revenue, cash, and budget, all in one place.
Review each client's key numbers in one view, so you can spot who needs attention before the next meeting.
Start with your first client and see how Firmside fits.
Manage up to 15 clients with a more repeatable reporting process.
Unlimited clients and team access for a full-firm rollout.
If something is not answered here, reach out. We are happy to walk through your specific workflow.
Yes. Firmside is built for bookkeeping, accounting, and advisory firms working from QuickBooks Online. Firmside does not connect directly to QBO. Instead, it imports QBO data through QuickBooks Schedule & Send reports to keep each client dashboard up to date automatically. Manual upload also works if you prefer.
Build cleaner client dashboards that are easier to update, share, and review together.
