Small Business Month, QuickBooks customers only

85% off your first
6 months with Go Fig.

Normally $139/month on Starter. $20/month for the first 6 months when you activate with code SMBMONTH.

Activate Go Fig's pre-built QuickBooks templates and the Celeste AI financial analyst. Live P&L by segment, rolling cash flow, customer profitability, and vendor spend, all built on the QuickBooks data you already have.

Available to QuickBooks Online customers. Activate during Small Business Month and lock in 85% off Starter for your first 6 months. Offer ends May 31, 2026.

No credit card required to explore the interactive demo. Cancel any time during the 6-month promo period.

Go Fig financial dashboard rendering live data from QuickBooks

Pre-built QuickBooks templates render live from your data, no spreadsheet work required

85% off your first 6 months
10 min to first connected report
6 pre-built QuickBooks templates
$714 saved over 6 months

QuickBooks alone vs. QuickBooks + Go Fig

QuickBooks is the system of record. Go Fig is the layer that turns your QuickBooks data into the reports you actually run the business on.

QuickBooks reports alone
Go Fig + QuickBooks
Run the same canned QuickBooks reports every month, then re-key into a spreadsheet
Pre-built templates render P&L, cash flow, and AR live from your QuickBooks data
Class and Location reporting falls apart the moment you slice by customer or product
Segment revenue and margin by customer, product, location, or class without rebuilding the report
Cash flow forecasts live in a fragile Excel file someone updates on Fridays
Rolling 13-week cash flow forecast that updates as your QuickBooks data updates
Asking a finance question means waiting on your bookkeeper or running another report
Ask Celeste a plain-English question and get an answer with the underlying numbers attached
Multi-entity? Export each company file, stitch in Excel, hope nothing drifts
Connect multiple QuickBooks company files into one consolidated view

Six QuickBooks templates, ready to run

Pre-built on the same Financial Intelligence Graph our mid-market customers use. Connect QuickBooks once, and every template lights up.

P&L by segment

Slice revenue, COGS, and operating expense by customer, product, class, or location. The view QuickBooks reports can't deliver out of the box.

Rolling 13-week cash flow

Live cash position with receivable timing, payable timing, and projected ending balance. Updates as bills and invoices change in QuickBooks.

AR aging with collection priority

Outstanding invoices ranked by days overdue and customer size. Highlights the calls that move the most cash this week.

Customer profitability

Gross margin by customer including direct costs allocated from QuickBooks classes. Shows which customers actually pay the bills.

Vendor spend & concentration

Top vendors by spend, trended over time, with concentration flags. Useful before contract renewal or negotiation cycles.

Month-end close checklist

Tracks reconciliations, accruals, and adjusting entries against the source data in QuickBooks. Replaces the close tracker you're keeping in a Google Doc.

Three steps from QuickBooks to live reports

Most customers are running their first connected report inside 10 minutes.

1

Connect QuickBooks

Authorize Go Fig through Intuit's standard OAuth flow. The same one-click connection any QuickBooks app uses. No credentials change hands.

2

Pick your templates

Turn on the templates you want, P&L by segment, cash flow, customer profitability, AR aging, vendor spend, close checklist. Each one models your data the way an analyst would.

3

Run the business

Reports update as your QuickBooks data updates. Ask Celeste plain-English questions when you need to dig in. Add a senior analyst when the business outgrows self-service.

Why Go Fig works for QuickBooks businesses

Built on QuickBooks data, not a replacement for it

QuickBooks stays your source of truth. Go Fig reads your data, models it into a Financial Intelligence Graph, and delivers reports your accountant will recognize.

Self-service templates, no consultant required

Connect QuickBooks, pick the templates you want, and run. The work that usually requires a bookkeeper engagement is already modeled and waiting.

Ask your books questions in plain English

Celeste answers questions like "which customers slipped past 60 days this month?" or "what's pushing operating expense above last quarter?" with the QuickBooks transactions attached.

Grow into a senior analyst when you need one

When the business gets too complicated for self-service, add a senior analyst to your engagement. Same data layer, more horsepower behind it.

Incredible! After months of not being able to access or analyze data about our company, the speed with which we're now able to deliver on data requests with Go Fig is profoundly impactful and I am SO thankful!
Carissa V.
Carissa V. Operations Manager
Pixlmob

Activate the Small Business Month offer

85% off Starter for your first 6 months. $20/month (normally $139/month) for QuickBooks customers who activate before May 31, 2026.

$20/month locked in for 6 months, save $714
All six templates plus the Celeste AI analyst included
Cancel any time during the 6-month promo with no penalty
SOC 2 Type II
OAuth via Intuit
No long-term contract
85% off

Ready to activate?

Starter plan, normally $139/month

$20/month

for 6 months with code SMBMONTH

Claim 85% off

Connects to QuickBooks Online via Intuit OAuth. Offer ends May 31, 2026.

Common Questions

What's included in the Small Business Month offer?

85% off Go Fig's Starter plan for your first 6 months: $20/month instead of the standard $139/month, a savings of $714 over 6 months. That includes the pre-built QuickBooks templates, the Celeste AI financial analyst for plain-English questions, automated data syncing from QuickBooks, and email support. Activate with promo code SMBMONTH during May 2026.

What happens after the 6 promo months?

Your subscription continues at the standard Starter rate of $139/month unless you cancel. You can cancel any time before the 6-month promo period ends with no penalty, and your QuickBooks data stays in your QuickBooks account.

Do I need to be technical to set this up?

No. Authorize the QuickBooks connection (one click, the same OAuth flow you'd use for any QuickBooks app), pick the templates you want, and you're done. Most customers see their first report inside 10 minutes.

How is this different from the reports already in QuickBooks?

QuickBooks gives you canned reports. Go Fig gives you a connected model of your finances: revenue and margin sliced by customer, product, class, or location; rolling cash forecasts that update with your data; and an AI analyst you can ask follow-up questions. Anything you'd otherwise build manually in Excel each month.

Which versions of QuickBooks does this work with?

QuickBooks Online (Simple Start, Essentials, Plus, and Advanced). We connect through Intuit's official OAuth integration, the same way QuickBooks' own ecosystem apps connect.

Is my QuickBooks data secure?

SOC 2 Type II certified. TLS 1.3 in transit, AES-256 at rest. We connect through Intuit's official OAuth flow and only read the data your templates need. Your QuickBooks credentials never touch our servers.

Can my bookkeeper or accountant use this with me?

Yes. Add them as a team member and they get the same view of the data. Many accounting firms run Go Fig alongside their QuickBooks client work to deliver insights that don't fit inside QuickBooks reports.

What if I need more than the templates?

You can build custom Flows on top of the same data, or bring in a Go Fig senior analyst on an hourly basis when the business gets too complex for self-service. The Starter plan covers the templates and Celeste; senior-analyst hours are priced separately.

Six templates, one connection, 85% off.

Small Business Month only. $20/month on Starter (normally $139/month). Activate during May and lock in 85% off for your first 6 months.

Offer ends May 31, 2026. Cancel any time during the 6-month promo.

Claim 85% off