Your business does more than bookkeeping. So should your QuickBooks setup.
FOR:LEDGER connects the work around QuickBooks Online: buying stock, fulfilling orders, making products, matching bank movements and meeting local accounting requirements. Work in practical forms or with Koaila, your AI accounting assistant, while keeping QuickBooks as your accounting system.
A connected operating platform
Start with the work you need to improve. Each capability has its own guide, with the workflow, practical benefits and setup considerations.
AI accounting assistant
Ask Koaila to help with accounting documents, company records and reports, or move into the operational form when the task needs direct review.
Inventory management
Run purchasing, warehouse stock, sales orders and fulfillment in FOR:INVENTORY, with native lots, serials and stock movements rather than a separate inventory connector.
Manufacturing management
Run native manufacturing with versioned bills of materials, material picks, ordered process steps, quality checks and recorded finished output in FOR:FACTORY.
Bank connections
Connect eligible US and European bank accounts, read imported movements and choose how each account participates in the accounting workflow with FOR:EXCHANGE.
Business reporting and analytics
Open standard and company-specific reports for finance, inventory and supported compliance workflows, with company and period context inside the platform.
Excel and CSV data import
Turn supported spreadsheet rows into accounting records with explicit import instructions, target-document choices and processing outcomes through FOR:DATA.
Commerce and payment integrations
Transform supported commerce, payment and file events into the intended accounting records using configured customer, product, tax and document rules.
ERP and operations integrations
Keep an existing external operations system and configure how its supported records reach QuickBooks or another supported landing workflow through FOR:FLOW.
Native operations, not another connector
FOR:INVENTORY and FOR:FACTORY are built into the platform. Manage stock and production here without buying a separate warehouse or manufacturing application. Already run an external operations system? FOR:LEDGER also offers FOR:FLOW for configured integrations; it is a different choice, not a prerequisite.
Automation with an operator's view
AI assistance does not remove the need for good source data or business decisions. Configure permissions and automation, inspect linked records, and use explicit workflow states to see what happened and what needs attention.
Follow the work, not a trail of spreadsheets
An order is only the beginning. Keep the operational steps visible, link the documents and understand what is still waiting to be received, made, shipped or billed.
Sales order management
Capture a customer's order with agreed prices and delivery details, reserve stock and follow fulfillment and invoicing without confusing an order with a shipment.
Manufacturing orders
Create a manufacturing job for a make-enabled product, release a frozen BOM recipe and track materials, operations and finished quantities through completion.
Bank transaction matching
Use counterparty, reference, amount and currency context to match imported movements to supported accounting records, with review states for unresolved cases.
Recurring billing plans
Define recurring contracts with explicit service periods, cadence, proration and issuance rules, preserving what was agreed for each billed period.
Balance sheet and profit and loss
Review the company's financial position and period results using available statement reports, with account classifications and source transactions behind the totals.
AI invoice and receipt processing
Turn supported invoice, bill and receipt files into an accounting workflow with document extraction, record matching and the original attachment kept with the result.
See how it fits your business.
Tell us how you work today, which countries you operate in and where the manual work piles up. Our team can help you choose the right starting point and prepare your setup.