Finance

Your P&L meets your PSA. Junto connects the two.

Name: Junto + QuickBooks Online
Author: Junto

Ask which clients are actually profitable, and Junto answers with your real QuickBooks numbers matched against the service data in your PSA.

Most MSPs price on gut feel because connecting financials to service delivery is manual work nobody has time for. Junto's QuickBooks Online integration gives the AI agent read-only access to your Profit & Loss reports, Balance Sheets, transactions, and vendors. Combined with ticket and time data from your PSA, the agent can analyze per-client profitability, diagnose margin accuracy, and estimate business valuation. The connection is OAuth with automatic token refresh, and access stays read-only: Junto never writes to your books.

What this means for your team

Per-client profitability analysis uses real financials, not estimates

P&L, Balance Sheet, transaction, and vendor data are available to the AI agent on demand

Margin problems surface with the client and contract behind them

Company mapping ties QuickBooks customers to PSA clients for clean rollups

Read-only OAuth access means your books are never modified

Ready to connect QuickBooks Online?

Setup takes minutes. Our docs walk you through every step.

View setup guide

See QuickBooks Online + Junto in action

15-minute demo. We'll walk you through exactly how Junto works with QuickBooks Online.

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