What FinShare does

FinShare lets you ask a business for financial reports straight from its QuickBooks Online company. The owner sees exactly what you asked for, connects QuickBooks, confirms the company and approves. Only then does FinShare pull the reports. Each one is checked against QuickBooks' own totals before you get it.

FinShare works with QuickBooks Online only. It doesn't connect to QuickBooks Desktop.

What happens on a request

1. You create a request. Pick the reports, the period for each, and the basis. Say how long you need access and whether later updates should need the owner's approval each time.
2. The owner gets a link. FinShare can email it, or you can copy it and send it yourself. The link opens a review page that shows who is asking, the exact report list with dates, and how long access would last.
3. The owner connects QuickBooks. They sign in at Intuit as an admin of the company and pick the company. Nothing is shared at this point.
4. The owner confirms and approves. FinShare shows the company name they connected. They enter their name and email, can shorten the access window, and approve.
5. FinShare pulls and checks each report. Every report is read from QuickBooks, stored as an encrypted snapshot, rendered to Excel, and tied out. A report that doesn't tie out is not delivered.
6. You download. Each report is available as Excel, CSV or JSON. You get an email when the reports are ready.
7. Later, refresh or roll forward. Pull the same periods again, or move the period end to a later month. The owner approves each update, unless they gave you standing approval.

What you can request

Ten standard QuickBooks reports:

• Profit and Loss
• Balance Sheet
• General Ledger
• Trial Balance
• Statement of Cash Flows
• A/R Aging Summary and A/R Aging Detail
• A/P Aging Summary and A/P Aging Detail
• Sales by Customer Summary

Periods are set relative to a period end, so "trailing 12 months" or "as of period end" keep working when you roll the request forward. See Report types and Periods and basis.

Who it's for

• Advisors and brokers collecting three years of P&L, a monthly trailing twelve, balance sheets, agings and the general ledger from a seller.
• Buyers and quality of earnings teams who need monthly detail and the full GL without waiting on exports.
• Lenders who want annual and year-to-date financials and a receivables aging from the books.
• Fractional CFOs and accountants pulling the same monthly package from each client.
• Business owners who were asked to share. Owners never need a FinShare account. Start with Approving a request.

What FinShare doesn't do

• It never writes to QuickBooks. It only reads the reports the owner approved.
• It doesn't judge whether the books are right. "Ties out" means the file matches the totals QuickBooks itself reports. See Tie-out.
• It doesn't pull on a schedule by itself. Every refresh or roll forward is started by you.

Three ways to use it

All three create the same kind of request, and owners see the same review page.