Current QuickBooks evidence.
The client can authorize its own QuickBooks Online company and has comparable closed periods. Missing, duplicated, inconsistent, or overly summarized evidence must produce a limitation—not a conclusion.
Accounting Firm Distribution
Give clients a financial watchtower without adding advisory labor.
TruePoint is building a completely autonomous monitoring product for QuickBooks-based businesses. Clients subscribe, connect their own company, and receive only evidence-linked findings that pass source, calculation, confidence, and limitation gates.
Client fit
Know which clients belong in the self-service path.
The Watchtower is designed for businesses with current QuickBooks records that want recurring condition monitoring. It does not repair books, perform accounting work, or provide regulated advice.
A recurring monitoring need.
The client wants defined checks for margin, labor, receivables, concentration, expenses, liquidity, and source-data inconsistencies between accounting conversations.
Comfort with autonomous delivery.
The client understands there is no TruePoint controller, bookkeeper, salesperson, support analyst, or hidden human reviewer participating in the normal product outcome.
Simple introduction
Share the product, not the client's private records.
With the client's permission, send them the product link. They stay in control of account creation and accounting access.
A note you can adapt
You may want to review TruePoint's Autonomous Financial Watchtower. It is designed to connect directly to your QuickBooks Online company and monitor defined financial conditions without a recurring meeting or hidden human review. Every published finding should show its supporting numbers, calculation, significance, confidence, and limitations. It does not replace us or your other qualified professionals.
Share the free client calculator
This shared link records only the aggregate accounting-firm referral channel when a visitor separately opts in. It does not identify the firm, disclose client data, create compensation, or grant access to a client's results.
Firm boundary
Keep professional judgment with the professional.
Bookkeeping cleanup, tax filings, legal questions, assurance, financing decisions, transaction advice, and explanations that exceed available evidence stay with the client's qualified professionals. TruePoint should surface the supported condition and limitation; it should never invent causation or promise a result.
Accounting relationship stays intactClient controls QuickBooks accessUnsupported findings are withheldFirm receives no private data by default
Accounting Firm Pilot
Pilot enrollment is temporarily paused.
TruePoint is not collecting pilot applications while the autonomous activation path is being verified. Firms can still review the product boundary and share the privacy-safe calculator link with an interested client.
- Share no client names, records, credentials, or private financial data.
- No partner agreement or compensation is created.
- No payment or account information is collected here.