Built for small business CEOs
Pivot connects to QuickBooks, reads your numbers every week, and tells you what changed and what needs attention. No spreadsheets, no jargon, no waiting for the month-end call with your accountant.
Read-only access Set up in minutes Delete everything any time
Inside the dashboard
Pick a period and everything moves with it: the figures, the trends and the charts. Every chart labels both axes, and negative numbers keep their minus sign.
What Pivot does
One QuickBooks connection powers all of it. Nothing to install, nothing to reconcile, no report-building on a Sunday night.
Every Monday, a plain-English rundown of your business: what you earned, what you spent, where your cash sits, who owes you, and what to watch. Written in the language a CEO already uses.
Cash on hand, cash in minus cash out, sales, profit, money owed to you, and bills to pay. Switch between this month, this quarter, this year or the last twelve, and every figure, trend line and chart moves with it. Changes are shown in dollars and as a percentage, and negative figures always carry a minus sign.
“Where did my cash go?” “Can I afford a raise?” “Any red flags?” Answers come from your live QuickBooks data with the assumptions spelled out. When a number is unavailable, Pivot says so.
Pick a period, choose your reports, and download a single branded PDF: profit and loss, cash flow, balance sheet, and receivables and payables aging. Ready to print or forward to your accountant or your bank.
Pivot
Monday, 8:00 AM · week ending Aug 31
You made $58,350 in sales and spent $47,275, leaving $11,075 of profit. Your margin is slightly thinner than last month.
Cash went down $8,925 this month even though you were profitable, because payroll went out twice and two large invoices are still unpaid.
The weekly email
Pivot pulls your profit and loss, cash flow, balance sheet and aging reports, compares them with your own history, and writes up what a finance chief would flag, in the language you would actually use.
How it works
Sign up with your email and approve Pivot in QuickBooks' own consent screen. We ask only for read-only accounting access, and your tokens are encrypted before they are stored.
We fetch your reports, compare each period against the one before it, and analyze the result with Claude using a brief written specifically for small business finance.
Your first summary arrives right after you connect, then every Monday morning. The dashboard, Messenger and PDF downloads are there whenever you want to dig deeper.
Security
Pivot holds the keys to your accounting data, so the boring parts matter. Here is exactly how they are handled.
Every QuickBooks call Pivot can make is a read. There is no write path and no free-form query tool anywhere in the system.
Your QuickBooks tokens are encrypted in our database, so a copy of the data alone does not grant access to your books.
Signing in takes your password plus a code emailed to you. Trusted devices last 30 days and are revoked as soon as you reset your password.
One click in settings revokes Pivot's QuickBooks access at Intuit and erases your account, cached reports and chat history. There is no grace period and no retained copy.
Connect QuickBooks and your first summary arrives within minutes. If it turns out to be no use, delete your account and Pivot's access disappears with it.