How it
works.
A six-step walkthrough of what you actually do to turn a messy chart of accounts into reviewable cleanup work, without leaving the product workflow.
Six steps
Most charts of accounts grew by accident, not design.
Every new payee, every "let me just add another account," every staff handoff. Eventually the chart is too long, duplicates hide in plain sight, and reports stop telling a clean story.
An embedded QuickBooks Online app that reads your chart, finds what needs review, and helps you fix it safely.
Authorize QuickBooks Online or start with demo data. The workflow starts read-first.
Score the chart against structure, naming, coverage, and industry context.
Inspect every recommendation before it becomes approved cleanup work.
Every analysis is saved per chart — re-run after each close and compare, so drift shows up early.
How it works,
step by step.
Six production steps, from the first connection to the score you can track after cleanup.
Connect QuickBooks Online.
Authorize Chart Optimizer inside QuickBooks Online or begin with a demo company. The app reads chart structure and context before anything becomes an approved change.
- Read-first connection pattern
- Demo data available before connecting
- Disconnect anytime while reviewing
Connect to QuickBooks
Request read-first access to chart structure and company context. Changes stay staged until reviewed.
Tell us how the business makes money.
Industry, team size, and notable practices help the AI judge what a useful chart should look like for this business, not for a generic template.
- Industry and operating model
- Revenue streams and team structure
- Preferences can be edited later
Tell us how you make money.
The answer changes account naming, sub-account structure, and what "good" means.
A consulting firm and a contractor have nothing in common except the software.
Same QuickBooks. Two different right answers. Context is how the review queue knows which chart pattern belongs to this business.
See exactly what needs attention.
The optimizer checks your chart against structural, naming, coverage, and GAAP (Generally Accepted Accounting Principles) review signals, then turns the result into a ranked queue you can work through.
- Chart structure and hierarchy checks
- Duplicate and near-duplicate detection
- Health Score plus affected accounts
A single number tells you where to start.
The score is not the decision. It is a starting point for review: what is urgent, what is optional, and what is already working.
Ranked by severity, not by alphabet.
Critical first. Then warnings, suggestions, and strengths worth keeping. Each row keeps the reasoning close to the account it affects.
Review every recommendation, in plain English.
For each finding, you see what the AI noticed, what it recommends, and which account rows are affected. Accept, edit, or skip before moving on.
- Plain-English rationale
- Before and after fields
- Scope visible before approval
Wilson Contracting
The chart, restructured.
Approved cleanup turns into a side-by-side plan: accounts to rename, merge, split, archive, or leave untouched, all visible before export.
- Git-style before and after view
- Account-level change list
- CSV export plus a QuickBooks apply guide
Every change is reviewable.
Cleanup can touch reporting, tax prep, and owner expectations. The workflow keeps recommendations staged, records review decisions, and preserves before-state context for the approved batch.
Nothing is written — ever
Recommendations are staged with the affected accounts, rationale, and scope. The app never writes to QuickBooks — you apply approved changes yourself, guided step by step.
Every decision recorded
Accepted, edited, and skipped recommendations keep their reasoning so the cleanup plan stays explainable.
Rollback context included
The app preserves before-state context for the reviewed batch so approved changes can be checked after the fact.
Re-run the score after every close.
Charts drift as new payees, products, and staff habits appear. Every analysis is saved to the chart's history — re-run after each close and compare runs, so drift surfaces before month-end reporting gets messy.
- Every analysis saved per chart
- Findings history you can revisit
- Re-run anytime — each run is a fresh score
Demo books - Health
Analysis historyEvery analysis is saved to the chart’s history — re-run after each close and compare. Scores shown are real rubric output on the demo books.
Let's clean up your charts.
Try the complete workflow on demo data first. When you are ready, connect QuickBooks Online and review recommendations before approving changes.