Natural language reporting for finance + CRM

Ask your business data questions.
Get elegant reports in your inbox.

SmartQb (Smart Query Builder) connects to Xero, QuickBooks, Salesforce and Zoho CRM. Ask questions in plain English and receive clear, executive-ready reports by email — ad-hoc or on a schedule.

Start 14-Day Free Trial See example queries How it works

No spreadsheets. No SQL. Just questions → answers → email.

Ask → Report → Email

Can I pay all my suppliers with my current cash? Xero / QuickBooks

✅ You can cover 92% of Accounts Payable with current cash. Includes supplier concentration + top payables + cash balance (as-at today).

Which accounts haven’t been contacted recently? Salesforce / Zoho

Here are the 12 highest-value accounts with no activity in 60+ days. Sorted by ARR / revenue, includes owner + last activity + next best action.

Send this report every Monday at 7am. Scheduling

Scheduled ✅ You’ll receive it weekly. You can also schedule daily, monthly, quarterly or yearly.

How it works

Connect once, then ask questions anytime — or automate them on a schedule.

Connect your systems

Securely connect Xero, QuickBooks, Salesforce or Zoho CRM. Choose what data SmartQb can access.

Ask in plain English

Type a question like you would ask an analyst. SmartQb understands intent, time periods and comparisons.

Receive a polished report

Get a clean summary with supporting tables/charts — delivered to your inbox ad-hoc or scheduled.

Connectors

Start with one system or combine finance + CRM for deeper insights. (Note: more coming)

XeroFinance

QuickBooksFinance

SalesforceCRM

Zoho CRMCRM

Example queries

A few questions SmartQb can answer out of the box.

Xero / QuickBooks

Do I have a high degree of reliance on one or a few suppliers?
Can I pay all my suppliers with my current cash?
Show me the profit and loss for last month.
How profitable is this month compared to the same month last year?
What is the average days to turn a sale to cash?

Salesforce

Which accounts generate the most revenue?
Which accounts haven’t been contacted recently?
Which accounts are likely to churn?
What activities happened on AccountX in the last 30/60/90 days?
How many open support cases does AccountX have?

Turn any one of these into a scheduled email report.
Daily, weekly, monthly, quarterly or yearly — delivered automatically.

Start 14-Day Free Trial

Pricing

Use your full 14 day trial first, then you'll be offered the ability to subscribe

Per Connection

$19.95 AUD per month charged in advance

Tip: You can pause your subscription anytime and not lose your queries.