Your first Willbie brief,
live from your QuickBooks.
Willbie connects to your QuickBooks in minutes. Every 15 minutes the agent re-ingests the books and re-ranks the opportunities — sorted by impact, gated by guardrail. Spend nothing without your sign-off.
No credit card on signup. Add payment only when you connect QuickBooks.
- B · OwnerHigh$ 1,250 / mo
Recurring monthly subscriptions up 18% for two months
- B · OwnerHigh$ 9,200 at risk
Receivables > 45 days hit 17% of outstanding
- B · OwnerMed8% renegotiation upside
One expense account = 33% of monthly spend
A brief that ranks by impact × confidence
The first cut is never a wall of identical stats. Willbie weights every finding against your own 90-day baseline and surfaces what actually moves the needle.
No alert spam. No kitchen-sink dashboards.
Three guardrails, by design
Auto (A) for diagnostics the agent prepares and files. Owner (B) before any vendor, customer, or spend action. Professional (C) for anything legal-tax-compliance.
You stay the approver — Willbie never escalates alone.
Live QuickBooks ingestion
Read-only OAuth. P&L, expenses, and aged invoices polled every 15 minutes. Idle until you connect — Willbie never invents data.
If the data is missing, the brief says so.
From signup to first brief in under five minutes
- STEP 01
Sign up
Two minutes. Email + password, your business name and industry.
- STEP 02
Activate your subscription
Stripe Checkout at $5.99 / month, billed monthly. Cancel any time from your dashboard.
- STEP 03
Connect QuickBooks
OAuth, read-only. Willbie ingests P&L, expenses, and receivables every 15 minutes.
- STEP 04
Open your first brief
Ranked opportunities with condition, cause, impact, confidence, and the guardrail that fits.
See what Willbie surfaces in your books.
Two minutes to sign up, two minutes more to connect QuickBooks, then the first brief is ready before your next standup.