Bank statements in. Clean books out.
QBuddy reads any bank statement, even handwritten checks, classifies every transaction by your rules, proves every total with BalanceProof, and posts to QuickBooks Online and every Windows Desktop version. Your team reviews. Nobody types.
The firms that started with QBuddy almost a decade ago are still with it. None went back.
From the 9 PM pile to posted books.
You scrolled the story. Now watch the product.
One minute, real screens: a bank statement goes in, and verified entries come out in QuickBooks. No slides, no mockups.
That was the video. The demo is the real thing.
Fifteen minutes, your own statements, your books untouched.
Sample statements, made for the demo.
1:00
From bank statement to QuickBooks.Follow one statement from PDF to posted, screen by screen. This is all your team does.
0:43
Every total checked. To the penny.BalanceProof compares what QBuddy read with the bank's own totals before anything posts.
0:51
Checks, read like a person reads them.Payee and memo come off the check itself, so a check stops being a mystery line.
proven
Not just faster.
Actually caught up.
That was QBuddy's night shift. bright i-deas has been building him for nine years: the teammate who quietly takes on the tedious, error-prone data entry so your people can do the work they actually trained for.
The name tells the whole story. QB is for QuickBooks, and he is the Buddy who does the part of the job nobody enjoys.
Every statement you type costs more than you think.
You just watched the whole job run without a keystroke. Here is what the old way costs your firm every week it stays. Every hour a skilled bookkeeper spends keying in statements is payroll spent on work a machine should do.
- Payroll spent on keystrokes, month after month, client after client.
- Rework when errors slip through, found at month-end instead of up front.
- Clients you could not take, because the team was buried in typing.
QBuddy does this work in minutes, verified to the penny, so your payroll buys judgment instead of keystrokes.
What does typing cost your firm?
Move the sliders. Your numbers, your math: hours × rate × 52 weeks.
That is payroll spent on data entry alone, before the cost of errors, rework, and the clients you could not take.
See it disappear in a demoAlready have a way to do this? Let's compare notes.
These are real conversations we have with firms every week. Pick the one that sounds like you: the honest answer, and the full comparison with its sources, are one click away.
Feeds are convenient until they are not. They can miss or duplicate transactions, they reach back only as far as each bank allows, and they never prove themselves against the statement. QBuddy works from the statement itself, and BalanceProof compares its credits, debits and ending balance with the bank's own totals: if one disagrees, QBuddy stops before QuickBooks and shows you which.
- The statement is the source of truth, not a feed
- Backlogs and catch-up months are no problem
- Verified before posting, not discovered after
A converter turns the statement into a spreadsheet, and that is the cheapest minute of the job. Classifying every line, finding each account, importing, fixing the rejects and tying out the month are all still yours. QBuddy does the whole job, and for most of the firms we serve it comes to cents a week per client. Nobody runs a firm on consumer tax software. Same reason.
- Classified by your rules, not by hand
- Every total proven against the bank
- Posted to QuickBooks, no import files
No. Intuit stopped selling new Pro, Premier and Mac subscriptions, and in its own words that is not a sunset: current subscribers keep renewing, Enterprise is still sold and updated, and Desktop 2024 has no sunset deadline. QBuddy posts to QuickBooks Desktop and Online, chosen per client, and moving a client is one click with every rule kept.
- Every Windows Desktop version, and Online
- Switch a client in one click, rules kept
- Your firm keeps its choice
Access still means downloading a CSV, reshaping it into the 3 or 4 column layout QuickBooks Online expects, importing it, and fixing whatever mapped wrong. With QBuddy you just download the PDF statement the bank already gives you. No tweaks, and the rules you set for that client apply automatically.
- No CSV reformatting or column mapping, ever
- The PDF carries the opening and ending balances, so everything ties out
- The same PDF is the record you keep for the file
A general chat tool can read a statement. It cannot guarantee one. There is no rules engine for your chart of accounts, no tie-out against the bank's totals, no posting into QuickBooks, and no consistency from one statement to the next. QBuddy is purpose-built for this one job and proves every total before anything posts.
- Your chart of accounts, enforced every time
- Every total verified against the bank
- Posts directly into Online or Desktop
Busy season is exactly when typing costs the most. And starting is easy: see it run on your own statements in a 15-minute demo, with no setup project, no migration and no contract. The firms that started with QBuddy almost a decade ago are still with it, and none went back.
- See it on your own statements first
- No setup project or migration
- No contract
Still have a question? Bring it to a 15-minute demo.
If the totals disagree, QBuddy stops before QuickBooks.
Most tools import first and let you find the problems at month-end. Before anything posts, QBuddy adds up what he read and compares it with the totals the bank printed on the statement. If one disagrees, he stops before QuickBooks, shows you which total and by how much, and waits for your review. Nothing slips through by accident, so the midnight error hunt never starts.
- Credits and debits checked to the penny
- Ending balance checked against the bank
- Stops before QuickBooks if a total is off
Statement vs. QBuddy · sample tie-out
Engineered for the messy real world.
Real firms do not get clean exports. They get scans, shoeboxes, and handwriting. QBuddy was built for that.
Reads handwriting
Handwritten checks on the bank statement are read like print: payee, check number, amount, and memo.
Any bank, any layout
No templates, no mapping. New bank, same result.
A rules engine, not guesses
Your categorization logic, applied every time.
Online and every Windows Desktop
One click to either platform. No migration, ever.
Your team learns their new teammate one short lesson at a time.
QBuddy takes the typing. Your people keep the judgment, and QBuddy Academy shows them how: short lessons on the real screens, one job each, in English, Portuguese and Spanish. By the end of level 3 they have sent their first statement.
- 50 lessons for the people who review and post, and 24 more for the people who run the firm
- Points, badges and a certificate with a number anyone can verify
- A printable guide for every role
How QBuddy works, and how we deliver.
Both QuickBooks Online and every QuickBooks Desktop version for Windows: Pro, Premier, Accountant and Enterprise. Run one client on Desktop and another on Online, and switch a client between them with one click whenever you want. There is no migration.
Yes. QBuddy reads any bank statement and any PDF layout, including scanned pages, and when handwritten checks appear on the statement he reads them like print, pulling every transaction.
BalanceProof checks each PDF statement before anything posts: QBuddy compares the credits, the debits and the ending balance he read with the totals the bank printed. If one disagrees, he stops before QuickBooks and shows you which total is off and by how much. Your team reviews it, or chooses on purpose to send it anyway. CSV files carry no bank totals, so for those your team compares the totals with the bank.
Yes. QBuddy classifies each transaction using your chart of accounts and your own rules, so your books stay consistent with how your firm already works. He adapts to you, not the other way around.
Your books and your clients' statements stay yours. The demo runs in our own demo company, so nothing touches your QuickBooks until you decide. In daily use QBuddy posts only what your team reviews and sends, into the QuickBooks file or company you chose for that client. Bring your security questions to the demo and we will show you where statements go and who can see them.
Start with the demo. When you decide, QBuddy is installed on your team's Windows computers and connected to each client's QuickBooks Desktop company file or QuickBooks Online company, and it reads that client's chart of accounts for you. Your team learns it at QBuddy Academy, in short lessons. No setup project and no migration.
No. Intuit stopped selling new Pro, Premier and Mac subscriptions, but current subscribers keep renewing, and Enterprise is still sold and updated. QBuddy works with QuickBooks Desktop and Online, chosen per client. Here is what Intuit announced, with sources.
A converter stops at the spreadsheet, and a feed has no statement totals to check itself against. QBuddy reads the statement itself, classifies every line by your rules, proves every total against the bank and posts to QuickBooks. See the honest comparisons.
At QBuddy Academy: short lessons on the real screens, one job each, with points, badges and a certificate. The first statement is sent by the end of level 3, and the whole Specialist track is 50 lessons, about seven and a half hours, taken at your own pace.
Bring us your hardest statement.
We'll run it live.
A 300-transaction quarter, handwritten checks and all. A scanned community-bank PDF. The first month of a year of catch-up. Bring the worst file on your desk to a 15-minute demo and watch QBuddy read it, check it against the bank, and post it into QuickBooks live, in our demo company. Your books stay untouched.
No prep needed. Just the file. No contract, no commitment.
See QBuddy run your own statements.
Fifteen minutes. Bring one client's statements and watch the whole flow, read, verify, post, live in our demo company. Your books stay untouched. No contract, no commitment.
- Pick a time that works for you.
- Bring one client's statements, even the messy ones.
- Watch them run end to end in our demo company.
The firms that started with QBuddy almost a decade ago are still with it. None went back.
Pick a time that works for you
Choose a slot below. You get a calendar invite with the meeting link right away.
Prefer email? Reach us at info@brighti-deas.com and we will set up a time.
Still deciding? Good. Here is everything we would want to know.
Honest comparisons with their sources, practical guides and short videos on the real screens. Read without signing up, and no sales call. Then bring your questions to the demo.
4 comparisons
Every option, compared honestlyConverters, bank feeds, spreadsheets, typing by hand: what each one really costs, and when it is enough.Compare
Guides
Guides you can use on MondayRetire typing without disrupting a client, handle handwritten checks at volume, and what Intuit really said about Desktop.Read the guides
15 videos
Every feature, in about a minuteThe real screens, start to finish: send, read, verify, post, the dashboard and the ROI report.Watch
The Month-End Close Kit.
Nine printable pages: the checklist, a close tracker, the tie-out worksheet, ready-to-send document chase messages and a review list. With or without QBuddy.
Get the free kit