Diagnostic + Prescriptive · live on your real books

Stop signing contracts before you've seen your own numbers.

The AI-native diagnostic and prescriptive layer that sits on top of QuickBooks, Sage Intacct, or NetSuite. Connect read-only in an afternoon. See why last quarter missed, and three ranked paths to next quarter's target — on your real data, the same day.

No implementation fees No six-month rollout Cancel anytime
Built for the operators tired of being told to wait six months
PE rollups multi-unit franchises restaurant groups fitness chains dental DSOs
What you get on day one

Three things that stop being a spreadsheet.

Most accounting platforms tell you what already happened, slower or faster. We tell you why it happened, and what to do about it — calibrated against your business's own history.

01 · IMPORT

AI-assisted import, not implementation.

OAuth into QuickBooks, Intacct, NetSuite, or Xero. The AI maps your chart of accounts to the diagnostic model in minutes, backfills locations on historic entries, and brings two years of journal history. Your accountants keep their tools. No SOW, no kickoff, no consultant.

02 · DIAGNOSE

Find out what went wrong before close.

Anomaly detection on every journal entry. Variance attribution by operational lever. Root-cause walks down to the specific transactions and locations that drove the miss. Every finding comes with a one-sentence AI explanation grounded in your driver history.

03 · PRESCRIBE

See what's going to start going right.

State the target. Goal Seek returns three to five lever combinations that get you there, ranked by feasibility against your own history. Drag levers in What-If, watch EBITDA move in real time. Sub-second recompute against a 50-location consolidated view.

Why now

The implementation cycle is broken.

You're being asked to sign a six-figure contract for software you haven't seen run on your own data. We don't think that's how this should work anymore.

Legacy ERP rollout

Sign first. Find out later.

  • Three-month sales cycle with a CFO deck and a demo on someone else's data
  • $60k–$400k implementation fee billed up front
  • Six to nine months of consultants mapping your chart of accounts by hand
  • First real insight six quarters after the LOI
  • By then you've forgotten the original business case
Rollupbooks

See it run on your books, first.

  • OAuth into your existing books in five minutes
  • AI-assisted COA mapping; ledger history imported by lunch
  • First diagnostic findings and Goal Seek runs the same afternoon
  • Decide whether to keep going after you've seen results — not before
  • Cancel anytime. No SOW, no exit clause to negotiate.
The wedge versus the close-automation crowd is prescriptive AI. The moat is that the more the platform sees, the more credible its proposed paths become — calibrated, lever by lever, on the operator's own history.
Our product thesis · the calibration loop, not the model
Where it fits

Three shapes of operator we built this for.

If you have more than one of anything — location, entity, fiscal year, franchisee — the diagnostic layer needs to know.

PE rollups

Diligence in days. Value-creation in weeks.

Pre-LOI diagnostics on a target's books before you sign. Then a 100-day plan generated by Goal Seek the same week you close. Portfolio-wide EBITDA bridges for quarterly IC.

"We see consolidated gross margin without waiting on twelve CFOs to send their quarter."
Operating partner · lower-middle market fund
See the use case
Franchises

Every franchisee. One view.

Franchisor visibility without disrupting the QBO each unit already uses. Unit economics benchmarking, royalty-flow diagnostics, anomaly detection across the network.

"Three hundred units used to mean three hundred spreadsheets. Now it's one dashboard."
VP Finance · 280-unit QSR franchise
See the use case
Multi-location operators

From five locations to fifty without changing your books.

Location-level P&L without leaving QuickBooks. Same-store vs new-store breakouts. Margin drift detection on every unit, every week. The diagnostic layer your accountant doesn't need to learn.

"We caught a $40k payroll anomaly at one location three weeks before close."
CFO · 24-unit fitness chain
See the use case
Questions, answered

What the buying team asks first.

Are you replacing my accounting software? +
No. Your team keeps QuickBooks, Intacct, NetSuite, or Xero. We sit on top — pulling your ledger via the existing API, running diagnostics and scenarios in our database, never writing back to yours. Accountants and controllers keep their tools; CEOs and CFOs get the layer they've been missing.
What does "no implementation" actually mean? +
There is no SOW. No kickoff call. No consultant onsite. You connect via OAuth in five minutes, the AI maps your chart of accounts to the diagnostic model in the next thirty, and the first scenarios and anomaly detection run that afternoon. If it doesn't work on your real data, you don't pay.
How can we test it before we sign anything? +
That's the only way we let you start. Connect read-only to your live books, see the diagnostic findings on your real numbers, and run a Goal Seek against your actual EBITDA. There is no demo data and no sales call required to see your own results.
How do you handle multi-location and multi-entity? +
Locations and entities are first-class dimensions on every projection and every diagnostic. Per-entity visibility, consolidated rollup, intercompany eliminations, and pro forma modeling for new units. Built for PE portfolios, franchise networks, and multi-unit operators from the ledger up.
What does the AI actually do? +
It diagnoses anomalies in your journal entries, attributes variances to the operational levers that drove them, generates scenarios from natural-language prompts, ranks Goal Seek solutions by feasibility against your own history, and writes the CFO-style narrative on every output. Every AI call is audited; every projected lever value is bounded by what your business has actually done before.
Will it train on our data? +
No. Your data is yours. AI features run on hosted Claude under strict no-training agreements. The calibration that makes scenarios accurate is per-company — it learns your operating envelope, never trains a shared model.
Is this for our accountants? +
No. This is a decision-making layer for CEOs, CFOs, and operating partners. Your accountants and controllers keep using the tools they already know. If they want to see what we're showing leadership, the views are read-only and shareable.

Stop signing contracts before you've seen your own numbers.

Connect your books in an afternoon. See the diagnostics and the first scenarios on your real data, the same week. No implementation fees, no six-month rollout, no SOW.

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