Help & getting started
Happy Controller is the human-ish layer on top of your accounting software — not a replacement. It finishes the long tail of unmatched expenses, explains your numbers, and guides you when you're not sure. Here's how to get the most out of it.
Connect your books
Link QuickBooks (Xero and more on the way) with a tap. We read your transactions — we never move money.
Keep doing the easy part
Pay your team and let QuickBooks auto-match the obvious transactions, exactly like you do today.
Let us finish the long tail
Open the chat and clear the leftover pile conversationally. Answer a few questions, approve, done.
Not sure what to do? Just ask.
This isn't a scripted chatbot — it understands your books and talks back like a real assistant. Ask “what was this charge?”, “why are margins down?”, or “can I afford to hire?” and it'll guide you.
Everything lives in one workspace, and you can talk to the assistant from any screen.
Chat — clear the long tail
The charges your accounting software couldn't confidently match land here as a “needs a category” feed. Tap one and pick a category, or just tell the assistant what it was. It files it and learns for next time.
Activity — see everything it did
A running log of every change the assistant made. Nothing happens into a black hole — you can edit a change, fix it conversationally, undo it, or flag it for review. It never deletes; the call stays yours.
Reports & KPIs — understand your numbers
Profit & loss, monthly view, and KPI analysis, each with a plain-English read. Ask follow-up questions like you would in a sit-down with a CFO.
Proforma — plan the year ahead
Your P&L run forward from your real history. Each line shows last year's monthly average and % of revenue to guide your assumptions. Add team members with their loaded costs, model a price change, and watch cash flow and runway rebuild.
Reconcile — prep for your accounting software
Enter an ending balance and date (like QuickBooks asks) and we hunt down what's between you and a clean reconcile. We never mark anything reconciled — that final step stays in your accounting software.
Does this replace QuickBooks?
No. Happy Controller sits on top of the accounting software you already use. QuickBooks does the easy matches and stays your system of record; we handle the long tail and the conversation.
How do I sign in?
No password — we email you a magic link. Tap it and you're in.
Is it really conversational, or a canned bot?
It's a real assistant that understands your books and answers in plain English. Ask it anything about your finances the way you'd ask a controller.
I'm an accountant with many clients — can I use this?
Yes. Connect multiple clients across different accounting softwares into one workspace, with a built-in assistant across all their books. See For accountants.
What does it cost?
We’re in private beta right now — free for our first companies while we build. We’re still figuring out pricing with early users, and we’ll share it well before anything is ever charged.
Still stuck?
Email us at info@happycontroller.app — a real person will get back to you.