Bring every client you keep on QuickBooks into one workspace. An assistant that knows each client's books clears the long tail, keeps your reporting and projections in one place, and gets smarter with every close. It even chases down the answers only your clients can give — by text or email — so you stop doing it yourself.
What it does
All in one place
No more juggling a dozen separate QuickBooks logins. See your whole book of business at a glance — who's tidy, who's mid-close, and who needs you — with each client's reporting and projections right there too.
The long tail
Take the messy pile off each client's books in a fraction of the time. The assistant sorts under your direction and learns that client's patterns, so it asks less as you go. Everything it files is logged and undoable — a clean trail of the assistant's work for review.
Chases clients for you
Some charges only the client can explain. The assistant reaches out by text or email, asks in plain language, and when they reply it files the answer to the right place — so the back-and-forth that used to eat your week just happens on its own.
Gets smarter
Switch between clients without re-learning a file. Ask about any one and get answers grounded in their actual numbers. Every call you or your client makes teaches it, so across your whole book it needs you less over time.
Reporting & projections
Clean P&L and balance-sheet reporting plus forward projections for each client — ready for a review or a client conversation, without exporting into five other tools.
Product preview · representative data
How it works
Connect your clients
Add each client you keep on QuickBooks. They stay in their own book; you get one place to work.
Clear the long tails
Sort each client's leftover pile conversationally — the assistant already knows their history.
Report, project, and close
Reporting and projections for every client in one place — with an undoable trail of the assistant's work behind you.
Your data, your rules
We're a layer that helps you read and tidy your own books — not a place that takes them over. Read the full privacy policy.
FAQ
When a charge can only be explained by the client, the assistant reaches out by text or email on your behalf, asks in plain language, and files their reply to the right place — you set the tone and stay copied, so you're never the one chasing.
QuickBooks today. Xero and other platforms are on the way — every client you keep on QuickBooks can come into one workspace now.
No. Each client is its own book. When you're in a client, the assistant only sees and answers on that client's numbers.
Yes — every categorization the assistant makes is logged per client and reversible in one tap, so you have a clean trail of its work at review time. (QuickBooks still handles its own matches; we log what the assistant does.)
Here for something else?
Happy Controller is currently in closed beta. Join the waitlist and lock in your first month free on a yearly plan when your spot opens up.
First month free on a yearly planNo card to join · we'll email you to confirm · reach out anytime at info@happycontroller.app