Invoice Approval and Cash Flow Monitoring With QBO Reports

This tool is designed to streamline invoice approvals and monitor accounts payable cash flow trends — all within a dynamic, user-friendly Excel dashboard.

Key Features:

Live integration with QuickBooks Online (QBO) via Power Query, connected to two real-time reports

Automated data cleaning and transformation of QBO outputs

Interactive dashboard with:

KPI cards

AP aging summary

Recurring and unpaid bills tracking

Cash flow trend visuals

Invoice approval workflow using dropdowns

Excel macros to automate steps and navigation

Python scripting for targeted data processing

Use this tool to get clear, actionable visibility into your AP obligations, prioritize payments, and track invoice status — all inside Excel.

Ideal for:

Finance and operations teams

Controllers, accountants, and CFOs

Freelancers or consultants managing client finances

Anyone who needs a better view into payables and cash flow without switching between multiple QBO reports