Verlient Financial
Home

Monthly Financial Review

Connect QuickBooks and receive a concise financial review designed to surface the numbers, trends, and issues that deserve your attention.

✓ Your QuickBooks connection is secure
  • No password access. Verlient never sees or stores your QuickBooks password. Authorization happens directly through Intuit.
  • Read-only financial access. Verlient retrieves the financial information needed to generate your review and does not edit your books or move money.
  • Encrypted connection credentials. QuickBooks access credentials are encrypted before they are stored.
  • You stay in control. Your QuickBooks connection can be disconnected and stored connection credentials removed.
  • Your data is used for your review. Verlient does not use your QuickBooks data to train its AI model.
You’ll be securely redirected to QuickBooks to authorize access. After connecting, Verlient will generate your review and deliver it to the email address above.
QuickBooks authorization is handled through Intuit.