OptivioIQ brings AI-driven financial clarity to small and mid-size businesses — giving bookkeepers a command center and business owners real-time insight into their financial health.
Whether you're a bookkeeper managing multiple clients or a business owner watching your bottom line, OptivioIQ has the right tool for you.
A complete command center for bookkeeping professionals. Manage clients, coordinate your team, and deliver faster closes — all from one intelligent platform.
Stop waiting for month-end reports. OptivioIQ connects to QuickBooks and delivers AI-powered financial insights within 24 hours — so you can act, not just review.
No lengthy setup. Connect your tools and start seeing results right away.
Select the Practice Management Solution for bookkeeping teams, or the Business App for financial oversight and optimization.
Sync with QuickBooks in one click. Your P&L, invoices, transactions, vendors, and more are automatically pulled and analyzed.
AI surfaces anomalies, trends, and opportunities within 24 hours. Ask financial questions in plain English and get instant answers.
OptivioIQ was founded on the belief that small businesses deserve the same financial intelligence that large enterprises take for granted. We're a team of technologists and finance professionals who've lived the pain of delayed reporting, missed anomalies, and disconnected workflows.
Pull every financial data point automatically — P&L, AR/AP, invoices, transactions, tax data, and more.
Natural language queries, anomaly detection, and predictive forecasting — not bolt-ons, but built-in from day one.
Enterprise-grade AWS infrastructure with role-based access, audit logs, and data encryption at every layer.
Have questions about which platform is right for you? Our team is ready to help you find the right solution.