Features
Everything you need to put QuickBooks Desktop in reach of your assistant
Orvanta QBD is deliberately narrow: it does one thing — give an AI assistant safe, accurate access to your company file — and it does it thoroughly.
The essentials
Three things that matter most
Ask your books a question, get a real answer
“Who is over 60 days past due?” “What did we spend with this vendor last quarter?” Your AI assistant reads the answer straight from QuickBooks Desktop and shows you the rows behind it — no export, no spreadsheet, no waiting on someone to pull it.
Read-only until you say otherwise
Orvanta QBD ships locked down. The AI can look, not touch. If you later want it to draft an invoice or a bill, you enable that deliberately — and every change is previewed for you before it is committed.
Your books never leave your building
Orvanta QBD is software you install and run yourself, next to QuickBooks. There is no Orvanta cloud in the middle and no copy of your company file anywhere else. We never see your data.
In detail
What you get once it is running
Your whole company file, not five tables
Customers, invoices, bills, estimates, sales orders, purchase orders, checks, deposits, journal entries, the chart of accounts, items, employees and the line-level detail underneath them — around 80 areas of QuickBooks in all.
The reports you already run
Profit and loss, balance sheet, trial balance, general ledger, A/R and A/P aging, sales by customer and by item, customer and vendor balances — available for the assistant to pull on request.
Works with the QuickBooks you already have
Pro, Premier and Enterprise, current and older years. Orvanta QBD checks what your company file supports and offers exactly that — so an older file simply shows fewer fields instead of throwing errors at you.
Nothing is written without your confirmation
When write access is switched on, the assistant first shows you what it intends to change. Nothing reaches your books until you confirm it, and it never silently retries a failed write.
Control who can do what
Grant one person read-only access and another the ability to create bills. Permissions are set on the QuickBooks machine, so they hold no matter what the AI client is asked to do.
A complete record of every request
Who asked, when, what they asked for and whether it succeeded — kept in a tamper-evident log on your own machine, ready for your auditors. Financial figures themselves are never written into logs.
Coverage
What your assistant can see
Grouped the way a finance team thinks, not the way the file is structured.
Sales and receivables
- Customers and jobs
- Invoices
- Estimates
- Sales orders
- Sales receipts
- Credit memos
- Payments received
- Customer balances
Purchasing and payables
- Vendors
- Bills
- Purchase orders
- Bill payments by check or card
- Checks
- Vendor balances
Banking and the ledger
- Chart of accounts
- Journal entries
- Deposits
- General ledger detail
- Trial balance
Products and services
- Inventory items
- Non-inventory items
- Service items
- Assemblies and groups
- Fixed assets
- Discounts and other charges
Lists and settings
- Employees
- Classes
- Price levels
- Payment methods
- Terms
- Shipping methods
- Sales tax codes
- Currencies
Reports
- Profit and loss
- Balance sheet
- Trial balance
- General ledger
- A/R and A/P aging
- Sales by customer
- Sales by item
In practice
Where teams see the time back
Answer the question without pulling a report
“Which customers are more than 60 days past due, and what did they buy last quarter?” Asked in plain English, answered from today's numbers, with the underlying rows there to check.
Get through the close faster
Pull the trial balance and ledger detail, compare against last period, and have the assistant draft the variance commentary — with the figures it used attached.
Stop rebuilding the same spreadsheet
Aging, sales by item, customer balances: the recurring pulls someone does by hand every month become a question you ask once.
Bring AP and AR into your team's AI workflow
With write access enabled, the assistant can draft bills and invoices for you to approve — each one previewed before it is committed, and each one logged.
Get started
Try it against your own numbers
The read-only plan is free, and it is the fastest way to see whether this fits how your team works.