Pull profit and loss, balance sheets, invoices, and account data directly into each client workspace. No more logging in and out of multiple QuickBooks accounts.
As a fractional CFO or financial consultant, you likely have 4-6 clients, and most of them use QuickBooks. That means 4-6 different company files, 4-6 different logins, and an endless cycle of logging in and out to check financial data.
Fraxo solves this with a secure, OAuth-connected QuickBooks integration. Each client authorizes their own QuickBooks account — you never handle their credentials. Once connected, their financial data appears directly in their Fraxo workspace.
View P&L, balance sheets, recent invoices, and account summaries without leaving Fraxo. Generate monthly financial reports that pull real QuickBooks data. And when the engagement ends, the client revokes access with one click.
Step 1: In a client workspace, open the Integrations panel and select QuickBooks.
Step 2: The client (or you, with their permission) clicks Connect and authorizes Fraxo via Intuit OAuth. We request read-only access to financial data.
Step 3: QuickBooks data appears in the client workspace within seconds. P&L, balance sheet, invoices — all visible without switching apps.
When the engagement ends, disconnect with one click. The client retains full control over their data at all times.
Connect QuickBooks to Fraxo and see every client\'s financials in one place. 14-day free trial.
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