AZB Autopilot
Your calm, read-only finance autopilot beside QuickBooks.
AZB Autopilot connects to QuickBooks Online and gives you a clean, focused view of customers and invoices. Use it to review data, export a usable customer list, and keep your books tidy without rebuilding reports each month.
What AZB does
- Connects to QuickBooks Online using secure OAuth (no passwords shared).
- Shows customers and invoices in a simple, readable dashboard.
- Lets you work from a Saved snapshot or check Live data from QuickBooks when you need it.
- Exports customers to CSV so you can share a clean list with others without giving them full QuickBooks access.
Why teams use it
- Keep QuickBooks as the source of truth, with a calmer view on top.
- Reduce back-and-forth for “just a list of customers.”
- Give owners and advisors a way to review data without changing it.
Starter today, Pro later
The current Starter edition focuses on review and export: connect, inspect customers and invoices, and pull a usable list out quickly. The Pro edition will layer in deeper customer sync and more automation, built in partnership with early users.
If you are interested in sponsoring Pro features or using AZB across multiple clients, we are open to structured reseller partnerships.