Client Hub’s Book Review tool—already a favorite for reconciling QuickBooks data—just got sharper with AI built in! Now, it doesn’t just help review transactional inaccuracies it also actively analyzes financial reports, flagging inconsistencies like unusual variances from the previous period and negative balances, and does it in real time. This means fewer manual reviews and giving your firm more time to focus on advisory work. This is a smart way to prioritize what needs attention without combing through every transaction.
From the Client Portal, head to Books Review, then choose either Balance Sheet Review or Profit and Loss Review. Click Run AI Analysis, and let the smart work begin.
In seconds, you’ll see key entries flagged. In this example:
Each flagged item is auto-highlighted on-screen. Hover over them, and you’ll get insights like: “Significant decrease detected—possible misclassification or operational shift.” That’s your cue to dig deeper, validate transactions, or bring it up during your client check-in.
Manual reviews slow you down, and let’s be honest, it’s easy to miss things when you’re eyeballing rows of data. With AI in Books Review, you’ll catch red flags automatically, clean up books faster, and deliver more accurate reports.
Tip: Build this into your month-end prep checklist so nothing slips through the cracks before client handoff.
Client Hub’s AI-powered Books Review helps deliver cleaner financials with less effort. Let AI handle the heavy lifting: run your first Book Review today at clienthub.app and wrap up your month with confidence!
