P&Ls that line up. Balance sheets that balance the way you'd explain the business. Reports that answer the question — not raise five new ones. Chart Optimizer cleans your QuickBooks chart of accounts and shows you exactly what changed, line by line.
Both scores are real output from the product's scoring rubric, run on our demo books — template data, not customer results.
Click any step, or let it cycle. Each panel is one beat of the loop — the full walkthrough is below.
The whole loop runs against QuickBooks Online — no parallel spreadsheets, no agency hand-offs. Read-only, always: you review every change here, then apply it in QuickBooks yourself with a step-by-step guide that flags the irreversible steps first.
Read-only — always. Disconnect anytime, and your QuickBooks file stays untouched.
Every finding cites the exact rule it triggers — so you know which to skim and which to scrutinize.
Accept all, accept some, or override line by line — and the apply guide flags irreversible merges and the closed-books check before anything touches QuickBooks.
Accept, edit, or skip every recommendation — your overrides stay visible for review.
Rendered against all three statements before you commit — then export the CSV and a step-by-step guide to apply it in QuickBooks yourself.
Every change is a log entry. Every restructure flows through to the statements you present to clients. The whole job stays reviewable — connect, review, approve, export.
Cleaner books mean faster closes, fewer support loops, and partner reports without an asterisk. Every cleanup ships with the review trail attached.
Groupings that match how you'd explain the business to a banker.
The AI stages the changes. The accounting professional makes the call — and you apply them in QuickBooks.
Every rename, merge, and reclass keeps its before/after on the record.
See the diff before you change anything.
Every recommendation waits in review until a human who knows the books signs off.
These five come up in nearly every conversation with a bookkeeper or owner kicking the tires.
The free demo loads immediately on template data. Scan time for a connected QuickBooks Online file depends on chart size and connection state, and the app keeps the result reviewable before any change is applied.
No — it can't. Chart Optimizer never writes to QuickBooks. Every restructure is staged as a finding you review, and applying the result is a step you do yourself in QuickBooks, with an exported CSV and a step-by-step guide. Disconnect anytime and your QBO file stays exactly as it was.
25+ industry templates today — including construction, restaurant, healthcare, e-commerce, law firms, nonprofits, IT/MSP, and landscaping. If your industry isn't in the list, we fall back to GAAP (Generally Accepted Accounting Principles) standard checks.
Yes. The firm dashboard is designed for multiple QBO realms under one Chart Optimizer account, with per-realm Health Scores and exportable reports.
The demo runs on template data — no card, no expiry. When you connect your own books, Starter is $8/mo (500 credits) and Professional is $29/mo (2,000 credits). One analysis costs 10 credits; an optimization costs 90.
The full platform, running on template data. No QuickBooks, no card, no expiry. When you're ready to clean your own books, plans start at $8/month.