Planyfin · Works with QuickBooks Online
Bookkeeping automation for QuickBooks Online
Planyfin reads your invoices, receipts and bank statements, matches them to each other, and books them in QuickBooks with the evidence attached. Your part shrinks to a quick review — push, done.
Free for 30 days — no credit card. Connects to your QuickBooks Online company in one click; disconnect anytime.
From paperwork to posted, in three steps
Planyfin sits between the documents your business already produces and the clean books QuickBooks expects.
Collect the paperwork
Every company gets a private inbox address like yourco-a7f3@in.planyfin.com — forward supplier invoices and receipts by email, or drop PDFs straight in. Planyfin reads each document once: vendor, date, amounts, currency, due date.
Review, don't retype
Upload a bank or card statement and the lines arrive already worked: matched to their documents, category, tax and class filled in from how you've booked things before. Most rows are ready to push as-is.
Push with evidence
One click books the line in QuickBooks — expense, bill + payment, transfer, refund, deposit — with the invoice attached to the transaction and the statement as fallback proof. Wrong click? Undo removes it cleanly.
Less typing. A quick review. Done.
Everything you feed Planyfin — forwarded emails, uploaded documents, bank statements — meets everything it already knows about your books. The work comes out the other side finished; you just confirm it.
Your existing QuickBooks history is read on day one, so even the very first statement arrives mostly pre-filled.
Repetitive vendors, subscriptions, the same monthly charges — recognized and filled in the way you always book them.
Each confirmation becomes tomorrow's prefill. Anything Planyfin isn't sure about is clearly badged for your review — never booked silently.
Built for how messy real bookkeeping is
Document Inbox
A branded email address per company. Forward an invoice and it's staged, read, and ready to book — Gmail auto-forwarding verification handled for you.
Every record type, one screen
Expense, bill with its payment in a single push, transfer, card payment, refund, deposit, received payment — each statement row adapts to what the money actually is.
Multi-currency done right
Card in one currency, receipts in another: Planyfin books the settled amount, matches documents on the original amount, and keeps the implied FX rate visible and editable.
Evidence on every transaction
The linked invoice attaches to the QuickBooks transaction; when there's no paperwork, the statement itself is attached. Auditors and future-you both covered.
Undo without fear
Pushed the wrong thing? One click deletes the transaction from QuickBooks, recovers the attachment, and reopens the line for another pass.
Built for teams
Organizations with roles: admins manage the QuickBooks connection and inbox addresses, members work the queue — with per-member access to each area.
The other half of Planyfin
Planning & Reporting
The same login and the same QuickBooks connection also power a full planning workspace — so the books your automation keeps clean feed straight into the numbers you steer by.
Explore Planning & Reporting- Budgets and projections side-by-side with QuickBooks actuals
- Versioned saves — every state of your plan kept and restorable
- Trial balance workbench with review workflows
- Shareable read-only report links for partners and stakeholders
Start free. Pay when it's earning its keep.
Every new account starts with a full month of everything — real statements, real pushes, no credit card. Stay free on Starter after, or upgrade.
- A generous monthly allowance of AI document captures
- AI matching — documents paired to their statement lines
- Bank & card statement reading and review
- Push to QuickBooks with evidence attached, undo included
- Everything in Starter, at working volume
- Reads, matches, categorises and books — you just review
- Learns from your books: categories, tax, vendors
- Every record type: bills, transfers, refunds, deposits
- Email-in address, multi-currency and team roles
No bots, no ticket queue
Talk to a human
Questions about pricing, a demo walk-through, or whether Planyfin fits how your books work — write to us and a person answers, usually within a day.
Prefer email? Write to us directly
Close the books from the documents you already have
Free for 30 days, no credit card — connect QuickBooks Online and push your first reconciled statement line in minutes.
Start your free trial