For bookkeepers

Client emails from QuickBooks in 15 seconds.

Stop spending 4–12 hours a month writing the same emails. Figurenote connects to QuickBooks, pulls your client's P&L, and drafts a plain-English summary they'll actually understand — ready in seconds.

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Sarah's Bookkeeping · March 2026

Email Draft

Subject

Your March 2026 numbers — Coastal Coffee Roasters

Email Body

203 words

Dear Coastal Coffee Roasters,

March was a strong month. Revenue came in at $28,400 — up 14% from February and your best month since October. The growth was driven primarily by wholesale orders, which increased significantly as your new café accounts ramped up.

Total expenses were $18,200, in line with expectations. Your largest cost categories were cost of goods sold ($9,100), staff wages ($5,400), and rent ($2,100). No unusual or one-time items this month.

Net profit for March was $10,200 — a healthy 35.9% margin and up from $7,800 in February. You're tracking well ahead of your Q1 target.

Join bookkeepers already using Figurenote

The problem

Sound familiar?

Every month, the same ritual. Open QuickBooks. Pull the numbers. Stare at the screen. Try to explain net profit in plain English without sounding like a robot. Multiply that by every client on your roster.

You write the same email every single month.

Revenue up, expenses up, net profit down — you explain it differently each time and it still takes 30 minutes per client.

QuickBooks doesn’t write emails for you.

The numbers are there. The report is there. But turning a P&L into plain English your client understands? That’s all on you.

With 15 clients, that’s a full day of writing.

4 to 12 hours every month. Not on strategy, not on growing your practice — on repetitive writing that nobody taught you to do.

What’s included

Everything you need. Nothing you don't.

Works automatically

—Pulls P&L data directly from QuickBooks — no copy-paste
—Anomaly detection flags unusual months before you send
—Monthly reminder so no client gets forgotten
—Works across all your QuickBooks clients — switch between them in seconds
—Generate all client drafts in one click — or work through them one at a time

Sounds like you, not a robot

—Five tone options per client (Friendly, Formal, Brief, Advisory, Executive)
—Client memory — drafts reference prior months naturally
—Plain English your clients can follow — no accounting jargon
—Always editable before you send

Tracks your work

—Draft history kept per client
—Mark as sent to close the loop
—Subject line included, ready to copy
—Send from your own Gmail or Outlook — your name, your email address

Coming soon

More email types on the way

—Year-end client summary emails
—Tax season prep emails
—Document request emails
—Price increase notification emails
—Industry-specific email variants

How it works

From QuickBooks to client inbox in three clicks.

No exports. No copy-paste. No staring at a blank email.

Connect your QuickBooks account

One-click OAuth login. We never store your QuickBooks password. Read-only access to pull reports.

Select a client and a month

Pick which client’s P&L you need and the reporting period. Figurenote pulls the report automatically.

Figurenote pulls the P&L report

As soon as you select a client and month, Figurenote automatically retrieves the Profit and Loss report from QuickBooks Online via the API. There’s nothing to download, export, or copy. The data is read in real time. Figurenote also flags anything unusual — a revenue spike, an unexpected expense, or a single client making up most of your revenue — so you’re never caught off guard before you send.

Claude AI drafts the email

Figurenote sends the P&L data to Claude AI, which analyzes the numbers and drafts a plain-English email summary. This isn’t a fill-in-the-blanks template — it’s a genuinely readable explanation of what happened in your client’s business this month. Figurenote remembers the last few months of drafts for each client, so the email naturally references how this month compares to recent history — without you having to look anything up.