For independent bookkeepers
Client emails from QuickBooks in 15 seconds.
Stop spending 4–12 hours a month writing the same emails. Figurenote connects to QuickBooks, pulls your client's P&L, and drafts a plain-English summary they'll actually understand — ready in seconds.
Free forever for 1 client. No credit card.
Join bookkeepers already on the waitlist
The problem
Sound familiar?
Every month, the same ritual. Open QuickBooks. Pull the numbers. Stare at the screen. Try to explain net profit in plain English without sounding like a robot. Multiply that by every client on your roster.
You write the same email every single month.
Revenue up, expenses up, net profit down — you explain it differently each time and it still takes 30 minutes per client.
QuickBooks doesn’t write emails for you.
The numbers are there. The report is there. But turning a P&L into plain English your client understands? That’s all on you.
With 15 clients, that’s a full day of writing.
4 to 12 hours every month. Not on strategy, not on growing your practice — on repetitive writing that nobody taught you to do.
How it works
From QuickBooks to client inbox in three clicks.
No exports. No copy-paste. No staring at a blank email.
Connect your QuickBooks account
One-click OAuth login. We never store your QuickBooks password. Read-only access to pull reports.
Select a client and a month
Pick which client’s P&L you need and the reporting period. Figurenote pulls the report automatically.
Figurenote pulls the P&L report
No downloading, no exporting. We pull the Profit and Loss data directly from QuickBooks Online.
Claude AI drafts the email
A plain-English summary of revenue, expenses, and net profit — written in a tone your clients can actually follow. Ready in seconds.
Edit, copy, send
Review the draft, tweak anything you want, copy to clipboard, and send from your own email client. You stay in control.
30 minutes → 15 seconds
Per client. Every month.
Why bookkeepers choose Figurenote
Everything you need. Nothing you don't.
Reads your QuickBooks directly
No CSV uploads, no manual data entry. Figurenote pulls the P&L report straight from QuickBooks Online via a secure OAuth connection.
Plain English your clients understand
Not accounting jargon. Not robot-speak. A clear, readable summary a business owner can follow without calling you to explain it.
You send from your own email
Figurenote doesn’t send anything. You copy the draft and send it from your own Gmail or Outlook. Your relationship, your voice.
Works for all your QuickBooks clients
Switch between clients in seconds. Run through your entire roster in a fraction of the time it used to take.
Edit before you send
The AI draft is a starting point, not a final answer. Tweak the tone, add context, personalise it — then copy and send.
Free to start, no credit card
Start with one client completely free. No trial period, no expiry. Upgrade when you’re ready to use it across your full client roster.
Pricing
Start free. Grow when you're ready.
All paid plans are coming soon. Join the waitlist to get early access.
Stop writing. Start sending.
Join the waitlist and be first to know when Figurenote is ready for your practice.
Free forever for 1 client. No credit card.