Turn QuickBooks Online into your daily demand signal.
QuickBooks Online tells you what happened. Grabb tells your team what to do next: which customers are slowing down, which SKUs need attention, which orders can be automated, and which account deserves the first call today.
Today’s priority signals
Updated 2 min ago
Thornwood Distribution
Order velocity down 42% vs. 90-day average. Last order was 34 days ago.
Call today
SKU-081 Organic Series
14 days to stockout at current velocity. Demand is rising faster than inventory.
Reorder now
Pacific Coast Supply
Buying SKU-18 but not SKU-22. Similar accounts buy both products together.
Pitch SKU-22
In their own words
What changed once Grabb became part of the operating rhythm.
“Grabb removed the manual work behind every customer order. Our volume has grown, and planning is now easier.
It’s become part of our operating rhythm.”
Your accounting data is live. Your commercial signal is not.
QBO is great for accounting. But operators in CPG, distribution, and repeat-product businesses need a daily view of demand, risk, and action — not another report to interpret.
Customers slow down before they disappear.
Grabb flags account behavior changes before the reorder never comes.
Stock risk hides inside normal transactions.
SKU velocity exposes products trending toward stockout or overstock.
Reps need a call list, not a dashboard.
Priority accounts, product gaps, and next actions are surfaced daily.
Order entry still eats time.
PDF, email, and spreadsheet orders can be captured and routed into QBO.
From QBO transaction to team action.
Grabb watches the buying motion inside QuickBooks Online and turns changes into clear actions: who to call, what to reorder, what to pitch, and what to automate.
QBO changes every day.
Invoices, customer orders, payments, inventory movement, and product activity keep creating signals.
Grabb reads the movement.
It detects buying cadence changes, SKU velocity shifts, account risk, product gaps, and order automation opportunities.
QuickBooks Online updated
Invoices · customers · products · orders
Buying pattern changed
Frequency down · basket shrinking · velocity rising
Team priority created
Call · reorder · pitch · forecast · automate
Team gets priority action recos.
Grabb turns each signal into a clear next move for sales, purchasing, operations, and management.
Risk Call at-risk accounts first
Stock Reorder before demand breaks
Sales Pitch the product gap
Plan Close the target gap
Ops Queue order automation
In their own words
What changed once sales data became a daily signal for the team.
“Grabb gives our sales team clear next steps from the data we already had.
It creates a demand signal we can trust.”
Your first snapshot is not another dashboard. It is your first action plan.
Connect QuickBooks Online and get access to the Grabb.AI PLG audit experience: a fast commercial diagnosis that shows which customers are slipping, why they were flagged, and what your team should do next.
Revenue leakage snapshot
See estimated revenue at risk, at-risk customers, declining VIP accounts, expansion upside, and cross-sell opportunities from your QBO history.
Top 5 customer action cards
Grabb ranks the first accounts to review with health status, last order signal, reorder cycle, revenue at risk, recommended product, and next action.
Client 360 Lite access
Open a focused customer view with revenue LTM, YoY trend, average order value, customer since, AI recovery brief, suggested pitch, and estimated upside.
“Why flagged?” explanation
Every recommendation shows the rule triggered, data used, calculation, confidence level, and last sync timestamp — without technical ML language.
Seven QBO data types. Seven business signals.
Grabb does not ask your team to enter new data. It reads what already exists in QuickBooks Online and converts each data type into a business outcome your team can use.
Buying velocity and cadence
See which accounts are accelerating, slowing down, or breaking their normal buying rhythm.
Churn risk and dormant accounts
Rank accounts by urgency so reps know who needs the first call before revenue disappears.
Order capture and routing
Turn PDF, email, and spreadsheet orders into cleaner QBO workflows with fewer manual touches.
Revenue vs target
Track the gap while there is still time to act, not only after month-end reporting.
Stockout and reorder alerts
Use current sales velocity to flag reorder needs before stock availability becomes the problem.
Cross-sell and penetration gaps
Show what each account should be buying next based on similar customers and product patterns.
Friction and satisfaction warnings
Spot repeated returns or adjustments before they become account-level problems.
One QBO connection. Clearer decisions across the team.
Know where the business stands without waiting for reports.
See which accounts and reps need attention today.
Walk into the account knowing what changed and what to sell.
Reorder from actual velocity, not gut feel.
Catch fulfillment and order gaps before customers call.
Move from manual entry to revenue-driving follow-up.
Results that show up in the operating rhythm.
Less manual order entry. Earlier churn detection. More time for sales, operations, and customer follow-up.
PDF and email orders automated instead of manually entered.
Time returned to sales, operations, and customer follow-up.
Dormant customer rate reduced by acting on earlier churn signals.
In their own words
What changed once churn signals became visible before accounts went quiet.
“Grabb helped us catch at-risk accounts earlier and focus reps on the right opportunities.
Dormant customers dropped from 9% to 0.45%.”
What QBO users ask before they connect.
Is this just another QuickBooks dashboard?
No. QBO is the source of truth. Grabb is the action layer on top: alerts, call lists, reorder signals, order automation, and commercial priorities.
Do we need to install anything?
No. QuickBooks Online connects natively through your online account. No local connector, no desktop machine, no migration.
Can Grabb automate PDF and email orders into QBO?
Yes. Grabb can capture, validate, and route PDF, email, and spreadsheet orders into QuickBooks Online workflows.
Who is this best for?
CPG brands, wholesalers, distributors, importers, and repeat-product businesses that sell through customers, SKUs, channels, reps, and recurring orders.
See what Grabb finds in your QuickBooks Online data.
In 30 minutes, you’ll see at-risk accounts, reorder gaps, product opportunities, and order automation potential from your actual data.