The intelligence layer QuickBooks
never built.
Connect your QuickBooks data, ask questions in plain English, and build live dashboards with no technical skills needed.
Built for accounting and finance professionals
Whether you work solo or lead a team, DataFloat gives you the intelligence layer your practice has been missing.
Sound familiar?
Accounting and finance teams spend more time managing data than using it. DataFloat was built to fix that.
QuickBooks wasn't built for analysis
You're stuck exporting to Excel every time you need a custom report. The data is in QuickBooks, but the answers aren't.
Hours lost to manual reconciliation every week
Copy-pasting between spreadsheets isn't a workflow. It's a source of errors, missed entries, and hours of your week that should be spent on higher-value work.
Getting real insights shouldn't require hiring a data analyst
Business intelligence tools are built for IT teams and data analysts. Your financial data shouldn't need a specialist to make sense of.
Reporting takes days, not minutes
Pulling data, formatting it, and building a report manually takes days. By the time it lands in front of the right person, the window to act has already closed.
From data chaos to clarity
DataFloat gives accounting and finance professionals the intelligence layer their practice needs, without the complexity of traditional BI tools.
Live QuickBooks sync: no exports needed
DataFloat connects directly to your QuickBooks account and keeps everything current automatically. The moment something changes in QuickBooks, it's reflected here. No manual exports, no stale data.
Build live dashboards without a data analyst
Create and customize dashboards directly from your QuickBooks data. No SQL, no BI tools, no technical skills required. If you can ask the question, DataFloat can build the view.
Ask your data anything, in plain English
Type a question like "What were my top five expenses last quarter?" and get an instant, accurate answer. No formulas, no pivot tables. Just your question and a clear response.
Reports in minutes, not days
Generate client-ready reports automatically on your schedule. No more manual formatting or chasing down numbers. Spend your time on analysis and advice, not assembling the data to do it.
How It Works
Three steps from scattered data to confident decisions.
Connect QuickBooks in one click
Authorize your QuickBooks account and DataFloat immediately pulls in your live data. No exports, no CSV uploads, no manual work. Access is read-only; we never modify your QuickBooks data.
DataFloat organizes it
Our AI maps, unifies, and continuously syncs your data into a single source of truth, automatically.
You get clarity and control
Ask your data questions in plain English, build dashboards without any technical skills, and share client-ready reports in minutes, not days.
Become a DataFloat Charter Member
We're opening early access to a small group of accounting and finance professionals who want to help shape the product. Pilot members get hands-on access before public launch and a direct line to our team.
Who It's For
Accountants & CPAs
Tired of reconciling data across disconnected spreadsheets and client portals.
CFOs & Finance Leads
Who need real-time visibility without waiting on IT or manual reporting cycles.
BI & Data Analysts
Spending more time wrangling exports than actually delivering insight.
What You Get
- Early access before public launch
- Ask your financial data questions in plain English and build dashboards without any technical expertise
- Direct input on the product roadmap: your pain points shape what we build
- Dedicated onboarding and support from the DataFloat team
We review every application personally. A team member will follow up directly.
Get early access to DataFloat
Apply for the pilot program or join the waitlist. Either way, you'll be among the first.