Your QuickBooks has
the answers.
Your team doesn’t.
Right now, your QuickBooks Desktop holds years of customer, product, inventory, and order data. But most of that value stays buried in raw transactions. Grabb turns it into clear sales signals, reorder opportunities, at-risk accounts, and next actions your team can use to sell more, with the right stock, in the right place, at the right time.
Grabb changes that in 24 hours.
Thornwood Distribution
Order volume down 42% vs. 90-day avg. Last order was 34 days ago — 2x longer than usual.
Call today · At-risk account
At Risk
2h ago
Pacific Coast Supply
SKU-18 up 31% MoM. Similar accounts also buying SKU-22 & SKU-31. Cross-sell window open.
Pitch SKU-22 bundle
Opportunity
4h ago
Riviera Wholesale Co.
Not buying their usual monthly SKU-07 reorder. Pattern break detected this week.
Follow up · Buying pattern change
Pattern Change
6h ago
Maplebrook Imports
Invoice activity up 18%. Q3 looks strong. Seasonal demand window — confirm Q4 quantities.
Quote / forecast call
Momentum
8h ago
Orders automated per month
Freed per team per month
Dormant customer rate
To first live alert
costing you today
QuickBooks stays put.
Your team gets the signal.
No cloud migration. A secure local connector reads your QuickBooks Desktop and makes every insight accessible from any device in real time.
We connect to your QuickBooks Desktop, you do nothing
Our team installs a lightweight local connector on your QuickBooks Desktop machine. It reads your invoices, customers, orders and inventory. QuickBooks stays exactly where it is.
Grabb finds what your team has been missing for months
Accounts buying 30% less than 60 days ago. SKUs trending toward stockout. Customers who used to order every 3 weeks, now silent for 7.
Your team acts on it from the road, the floor, or the field
Field reps know exactly what to pitch before a client visit. Your GM checks account health from anywhere. PDF Po’s orders route into QBD without anyone touching them.
We’ll show you exactly what you expect from your data live, in 30 minutes.
We show you exact details from QuickBooks data during the call and surface the accounts, SKUs and orders your team is currently missing.
Seven data types.One commercial signal.
Actionable anywhere.
Everything already in QuickBooks Desktop becomes the foundation of your live intelligence layer. Nothing new to enter. Nothing to migrate.
QuickBooks Desktop
Invoices, customers, orders, payments, inventory and product history.
→
Grabb.AI
Commercial signals, alerts and next actions your team can use daily.
The right signal for every role.
From any device. In real time.
One tool. Six distinct views. Every person on your commercial team stops guessing and starts acting on data they could never access before.
I know exactly where my business stands, even when I’m not in the office.
Revenue vs target, account health, team performance live.
I stopped finding out about problems from the customer. Now I find out first.
See which reps need a call, which accounts are drifting and where margin is leaking.
I walk into every account knowing exactly what to say and what to sell.
Your call list, product gaps and upsell signals before you leave the car.
I reorder based on what’s actually selling.
Reorder alerts triggered by real velocity across QBD, Shopify, WooCommerce, Amazon and EDI.
I catch fulfillment problems before the customer does.
Backorder risks, order gaps and availability issues flagged automatically.
I went from processing orders to driving revenue.
PDF orders process themselves and exception alerts route automatically.
Not a platform to configure.
A signal that’s live in 24 hours.
No six-week implementation. No custom dev. We connect to your QBD, configure the intelligence layer and your team starts acting on live data the next morning.
Churn detection & dormant account recovery
Grabb detects shrinking order frequency, basket size changes and buying intervals while there is still time to act.
- Churn alerts triggered by behavioral change
- Dormant accounts ranked by recovery potential
- Rep receives who to call, what changed, and what to say
The hours spent re-entering PDF orders — eliminated.
Grabb captures, validates and routes PDF, email and spreadsheet orders into QBD automatically.
Demand from every channel. Against your QBD inventory.
Shopify, WooCommerce, Amazon, EDI and portals mapped into one signal.
Your team knows where they stand against plan. Today.
Set targets by rep, product, region or account and see the gap in real time.
The revenue sitting in accounts your reps already visit.
Grabb identifies product gaps each account should be buying based on similar accounts.
What happened when distributors
stopped flying blind.
Every deployment below started the same way: a 30-minute audit that showed the team exactly what was hiding in their QuickBooks data.
From scattered signals to a commercial cadence the whole team could follow
Priority call lists generated automatically every Monday morning.
Dormant rate: 9% → 0.45%. Sales growth: +26%.
Churn signals detected 4–6 weeks before accounts went quiet.
400+ orders per month automated. 75 hours freed.
PDF and email orders routed into QBD without human intervention.
Three teams. Same pattern: less manual work, clearer sales signals.
No fake logos. No oversized profile images. Just concise references from teams using QuickBooks and Grabb in real operations.
“We started using order automation about a year ago. Since then our volume has gone up significantly and the manual work that came with each customer just isn’t a burden anymore.”
They also use sales targets from the module to build budgets and support production forecasting.
“It turns our sales data into clear next steps for field reps, internal sales and a demand signal we can trust.”
A cleaner operating rhythm for field reps, internal sales and demand planning.
“Grabb helped us catch at-risk accounts earlier, focus reps on the right opportunities, and reduce dormant customers from 9% to 0.45%.”
The team moved from late reporting to earlier action on customer risk and account penetration.
Three steps. One of which
is just a 30-minute call.
We’ve built onboarding so the only thing you need to do is show up for the first call.
Book the free 30-min signal audit
We show what your QBD data produce: accounts at risk, products needing attention and your biggest gaps.
We handle the entire setup
You want it now? Our team installs the connector, configures the sync, sets up targets and trains your team.
Live signal by the next morning
Within 24 hours your team has at-risk alerts, reorder signals, call lists and automated order flows.
What people ask
before the first call.
Why can’t my field team just access QuickBooks Desktop remotely?
Remote access gives them an accounting system. Grabb gives each role the exact commercial signal they need.
Can Grabb capture PDF and email orders into QuickBooks automatically?
Yes. Orders are captured, validated against QBD product/customer data, and pushed in automatically.
Does this work with Shopify, WooCommerce and Amazon too?
Yes. Grabb aggregates demand from every channel and maps it against QBD inventory.
What if we also use QuickBooks Online?
Grabb has native connectors for QuickBooks Desktop and QuickBooks Online. We’ll map the right setup during the audit and show you what can be activated from your data.
See what’s in your
QuickBooks data.
In 30 minutes we connect to your QBD live and show accounts at risk, products needing attention and your biggest opportunities.