The QuickBooks data extraction tool built for fractional CFOs and accounting professionals.

Clean, structured Excel workbooks with formatted reports, custom account mapping, flat files for analysis, and built-in validation — all from your existing QBO data.

The flat file export QBO should have built in.

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Your QBO data Your QBO data
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Extract with Acorn Extract with Acorn
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Dashboard-ready Dashboard-ready
Outputs include
  • P&L & Balance Sheet (standard format)
  • IS and BS GL Detail (flat files)
  • Monthly BS Balances
  • AR & AP Aging
  • Custom Mapped P&L & BS
  • Validation Tabs
What's Possible
What you can do with structured data.
Once your QBO data is flat and mapped to your structure, one dataset powers everything — executive dashboards, board decks, ad hoc analysis, all of it.
01 · Custom Reporting

Reports tailored to every audience.

Your CEO wants a clean P&L. Your investors want segment-level gross margin. Operations wants spend by category. Build a custom account map for each audience and generate the right view in one click.

02 · Dashboards

Plug straight into your dashboards.

The flat file structure works natively with Excel pivots, Tableau, Power BI, or Looker. Build dashboards on QBO data, or fold financials into a larger data model alongside your CRM, billing, or ops systems.

03 · Ad Hoc Analysis

Answer questions without rebuilding reports.

Need digital marketing spend trends for Business Unit A over the last 18 months? Pivot on it. Comparing Q1 professional fees across three entities? Filter and sort. Flat data means the question is always easier than the answer.

How It Works
Connect, configure, download.
01

Connect Your QBO

Sign in and securely connect your QuickBooks Online company. Works with any QBO plan — Simple Start through Advanced.

02

Select Your Options

Choose your date range, reporting dimensions, account mappings, and which reports to include.

03

Download Your Workbook

Get a multi-tab Excel workbook with formatted financials, GL summaries, flat files, aging reports, and built-in validation.

Download Sample
Acorn extraction interface

The Acorn extraction interface — connect, configure, download.

Why Flat Files
Why flat files change everything.
QBO gives you reports. But the moment you need to slice, group, or combine that data differently — quarterly trends, revenue by service line, custom KPI dashboards — the reports fall apart. You end up exporting, cleaning, and reformatting manually.
QBO report

QBO Report

Pretty to look at. Impossible to analyze.

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Acorn flat file output

Flat File

One row per account, per period. Every field clean and queryable.

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Dashboard built on Acorn data

Your Analysis

Pivot tables. Dashboards. Custom reports. Whatever you need, in minutes.

Data You Can Trust
Trust, but verify.
Other tools pull your data into a black box. Acorn shows its work.

Every Acorn report includes an automatic reconciliation tab that checks every GL account against QBO's own reports — so you never have to wonder if the numbers are right. No other extraction tool does this.

Acorn validation tab showing GL reconciliation
Other tools charge $85–250/month per company to export data you already own. Some cap you at 5,000 rows. Acorn gives you your full dataset at a fraction of the cost.
See Pricing
Compare
How Acorn stacks up.
Purpose-built for financial reporting. Not a generic data connector.
Acorn LiveFlow Reach Reporting G-Accon QBO Advanced
Starting price Free / $15 / $25 per user/mo ~$500+/mo (custom quote) $85/mo per company $49/mo per user "Free" (requires QBO Advanced $275/mo)
GL-level flat file output ✓ Limited drill-down DIY DIY ✗
Custom account mapping Built-in UI ✓ DIY in spreadsheet ✗ ✗
Built-in data validation ✓ Auto-reconciles ✗ ✗ ✗ ✗
Formatted financial reports ✓ P&L, BS, Aging ✓ 100+ templates ✗ Raw data ✗ Raw data ✓ Mirrors QBO
Works with Excel ✓ Native workbook ✓ Via add-on ✗ Google Sheets only ✓ ✓ Office 365 only
Data stored on servers ✗ Deleted after download Stored for live sync Stored for live sync Stored for live sync Stored for live sync
Works with any QBO plan ✓ ✓ ✓ ✓ ✗ Advanced only
Self-service signup ✓ ✗ Demo required ✓ ✓ ✓
Setup per client Connect + go Live sync config Configure per report Configure per query Install add-in
Pricing
Simple, transparent pricing.
Start free. Upgrade when you're ready. No row limits. No per-company fees.

Basic

Free
1 QBO company · 3-month date range
  • P&L and Balance Sheet reports
  • IS & BS GL summaries (flat files)
  • BS Balances tab
  • AR & AP Aging reports
  • Built-in validation & reconciliation
  • Unlimited data pulls
  • No row limits
Get Started
Most Popular

Pro

$15/user/mo
Up to 5 QBO companies per user · Unlimited date range
  • Everything in Basic, plus:
  • Reporting by Class or Location
  • Custom account mapping
  • Mapped P&L & Balance Sheet reports
  • Map validation with check figures
  • Full GL detail tabs
Start Free Trial

Plus

$25/user/mo
Up to 25 QBO companies per user · Unlimited date range
  • Everything in Pro, plus:
  • Up to 25 QBO companies per user
  • Google Sheets sync COMING SOON
  • Priority support
Start Free Trial

Need firm-wide access for a larger team? Contact us

About Oakbridge

Built by a fractional CFO practice,
for fractional CFOs.

Acorn was built at Oakbridge Finance to solve the reporting challenges we kept running into with our own clients. Oakbridge is a fractional CFO and accounting practice serving growing businesses with strategic finance, outsourced accounting, and transaction advisory.

Learn About Oakbridge Book a Consult

Questions about Acorn?

Drop us a note — we'll get back to you within one business day.