Financial reporting platform
GloraFi
Bookkeepers were spending days turning QuickBooks exports into something a client would actually read.
- Industry
- Accounting and bookkeeping
- Live site
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The short version
Every month, bookkeepers pull the same data out of QuickBooks Online, format the same charts, and write the same narrative by hand — for every client. GloraFi connects to QBO once and produces a branded, plain-English report with AI-written summaries, delivered through a link the client can open without an account.
Services
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How we were involved
The parts of this that were ours to solve.
The work was real, the output did not show it
The bookkeeping was good. What reached the client was a generic PDF export of numbers with no context, and a monthly scramble to add some. Three problems sat on top of each other: hours of manual assembly, reporting that only an accountant could read, and nothing that looked like the quality of the underlying work.
Connect once, pull every month
A single QuickBooks Online connection brings in the P&L, balance sheet, cash flow and AR/AP aging automatically. The integration is the part everyone underestimates: it has to be reliable every month, for every client, without anyone checking whether it ran.
AI on the narrative, not the numbers
The model does not compute anything. It reads figures the system already has and writes the executive summary, the trend analysis and the strategic recommendations in plain English — the part that used to eat the bookkeeper's evening. Everything numeric comes straight from QuickBooks, which is the only way an accountant can put their name on the output.
Branded, and shareable without a login
Logo, colours and fonts make every report look like it came from the firm that sent it. Clients open a password-protected link — no account, no onboarding — and reports can go out on a schedule so nobody has to remember.
In their words
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