QuickBooks stays your books. Rever reads them over a read-only connection, maps the records into a canonical model, and puts fifteen specialist agents, coordinated by Eve, to work on the transactions in scope. A duplicate bill, an unapplied credit or a difference against the bank comes to your Inbox as a finding with its evidence, and your team decides.
QuickBooks read-only access, for people and for Rever
To give a person read-only access, QuickBooks Online offers limited user types on some plans, such as a reports-only user. Intuit's documentation lists the roles your plan allows. An accountant you invite gets accountant-user access, which is broader than read-only.
Rever needs no user seat. Its connection is a direct, deterministic integration that reads and never writes, and no agent holds a QuickBooks login. The agents can read only what the connection provides, and your source data stays unchanged. Your team sets up the connection with Rever during the Proof of Value, or the free zero-day scan runs self-serve on the data you connect.
What stays where
| Stays in QuickBooks | Happens in Rever |
|---|---|
| Your chart of accounts, vendors, customers, bills, invoices and payments | A mapped copy of the records in scope, reconciled back to the QuickBooks trial balance |
| The reconciliation your team completes and signs in QuickBooks | Matcher's continuous bank-to-book matching, with each open item cited |
| User access and the people who post | Findings, questions and approvals in the Inbox, each with its evidence |
| Any approved entry, once posted | Journal's preparation of the entry and the check that it landed once |
Rever never writes to QuickBooks: an entry your team approves comes back as a .qbo file your team loads. Approval thresholds and dual approval for material amounts are yours to set.
Which agents work on QuickBooks records
| Use case | Lead agent | What it does with the records |
|---|---|---|
| Accounts payable | Spend Guard, with Matcher | Screens bills and payments for duplicates and price drift and ties each bill to its order, receipt or acceptance |
| Value recovery | Entitlement and Deduction | Recalculates rebates and credits due from vendors and tests customer short payments against the evidence |
| Bank reconciliation | Matcher, with Investigator | Matches bank, card and processor activity to the books and traces each difference to its cause |
| Period close | Close Orchestrator, with Journal | Keeps close tasks and sign-offs moving and prepares accruals and reversals for approval |
| Cash forecasting | Cash Pilot | Builds a 13-week cash forecast from reconciled receivables, payables and bank activity |
| Continuous monitoring | Sentinel | Flags vendor bank-detail changes, payments split below approval thresholds and unusual patterns |
The month-end close checklist covers the close itself, line by line, with the preparer and signer for each step. Rever and your ERP answers the questions your IT lead and auditor will ask.
What the zero-day scan does first
Once read-only access is in place, the zero-day scan makes the first pass over your QuickBooks records. It inventories the populations and periods it extracted and records anything it could not reach. It compares source and landed journal counts and debit and credit totals by period and account, then reconciles the QuickBooks trial balance to Rever's canonical book.
The scan parks records that fail a check, with a reason. Connector failures go to Steward, mapping questions return to Mapping Studio, and accounting differences go to the responsible agent as findings. The initial findings arrive with the evidence behind them, and missing sources stay visible.