For Accountants & CPAs

One vendor was absorbing 71% of a restaurant's food cost. Their accountant had no idea.

The data was all in QuickBooks. It just never surfaced automatically.

We built the tool that finds it — for every one of your clients, every month, automatically. You bring the insight. We build the intelligence.

Connect my firm's QuickBooks →

Free for your firm. Forever. No credit card.

What we found for a Chicago restaurant client

Connected QuickBooks Online. 18 months of data. Findings generated in under 10 minutes.

High
Single vendor controls 71% of food cost
One supplier — $533K of $749K in materials over 18 months. One contract, one relationship, one point of failure. Invisible until NaviPoint connected the data.
High
Prime cost at 63% of revenue — above industry threshold
Materials + labor combined = 63% of gross revenue. Restaurant benchmark: ≤60%. Every point over is margin walking out the door — automatically flagged every month.
Medium
$266,478 owner compensation split across 3 categories
Compensation distributed and partially obscured by classification — true owner draw unrecognizable without NaviPoint's aggregation view. Tax implications surfaced automatically.
Medium
Related-party rent: $6,500/month to a family-owned entity
$78,000/year flowing to a related party. IRS documentation needed. Currently invisible unless you cross-reference the vendor list with ownership records — NaviPoint does this automatically.

These findings were invisible before NaviPoint. Now they're automated — every month, for every connected client.

Built specifically for accountants and bookkeepers

We're building our CPA partner network. These are founding-partner terms.

🔓

Your Firm

Free
forever, no strings
  • ✓ Full connection & monitoring
  • ✓ Monthly intelligence reports
  • ✓ All platforms included
  • ✓ Starts today
Founding Partner
🤝

Clients You Close

30%
of monthly revenue, ongoing
  • ✓ You make the introduction
  • ✓ We handle everything else
  • ✓ Paid monthly, no minimums
  • ✓ 10 clients = $1,497/mo to you
📬

Clients You Introduce

10%
of monthly revenue, ongoing
  • ✓ Email intro only
  • ✓ We do the close
  • ✓ Passive, zero extra work
  • ✓ 10 clients = $499/mo to you

No contract. No quota. No risk. Cancel any time.

How it works for your firm

1

You connect your firm

Enter your email below. We send you a secure link. Click it and authorize QuickBooks — exactly like "Sign in with Google." Takes 60 seconds.

2

You see your own report

Within 24 hours, we run the same intelligence analysis on your firm's data. You see exactly what your clients will see.

3

You bring your clients

One email per client. They connect in 60 seconds. You get the findings. Revenue share starts immediately.

Connect your firm's QuickBooks

Enter your work email. We'll send you a secure connection link.

No password shared. No credit card. Revoke access any time. Takes 60 seconds.

Want to see what a report looks like first?

Request a sample report →