Unify QuickBooks Online with Power BI & Zendesk Support
The financial intelligence and workflow suite for modern teams. Deploy enterprise financial reporting with native SQL query folding, and bring real-time invoice balances and instant payment links directly into Zendesk tickets.
Interactive Product Demos
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| id | docNumber | customer | amount | balance | status | date |
|---|---|---|---|---|---|---|
| 1042 | INV-2026-001 | Apex Global Ltd | $4,850.00 | $0.00 | Paid | 2026-09-28 |
| 1043 | INV-2026-002 | Nexus Enterprises | $12,400.00 | $12,400.00 | Overdue | 2026-09-15 |
| 1044 | INV-2026-003 | Horizon Studio LLC | $1,620.00 | $1,620.00 | Pending | 2026-10-01 |
| 1045 | INV-2026-004 | Starlight Digital | $8,900.00 | $0.00 | Paid | 2026-09-22 |
SELECT * FROM Invoice WHERE MetaData.LastUpdatedTime >= '2026-09-01T00:00:00Z' AND MetaData.LastUpdatedTime < '2026-10-04T00:00:00Z' ORDERBY MetaData.LastUpdatedTime DESC STARTPOSITION 1 MAXRESULTS 1000The Heirview Suite
Two powerful products. One seamless financial platform.
Heirview for Power BI
Connect Microsoft Power BI Desktop and Power BI Service directly to QuickBooks Online. Full relational model supporting Order-to-Cash, Procure-to-Pay, and General Ledger with automated SQL pushdown.
- Query Folding (Table.View): Pushes WHERE, SELECT, and MAXRESULTS to Intuit API.
- Incremental Refresh: Folds RangeStart and RangeEnd for high-volume ledgers.
- Proactive Token Refresh: Renews at 50 minutes to eliminate 401 scheduled refresh drops.
- Multi-Realm Architecture: Partition credentials per subsidiary company.
Heirview for Zendesk Support
Put customer balances and invoice history inside your Zendesk ticket sidebar. Support agents can resolve billing questions, generate payment links, and send invoices in seconds.
- Zero Context Switching: Invoices automatically matched by requester email.
- 1-Click Payment Links: Generate instant Intuit checkout links right in the ticket.
- Cloudflare Edge Architecture: Sub-100ms response time with edge caching.
- Secure Proxy Settings: Raw QuickBooks API keys never touch agent browsers.
Engineered for enterprise security & reliability.
Our architecture is built around strict data isolation, zero plaintext credential storage, and automated lifecycle governance.
AES-256-GCM Encryption
Every OAuth token is encrypted at rest with unique 12-byte IVs and 16-byte authentication tags. No plaintext keys in databases.
Proactive Refresh
Tokens refresh at 50 minutes automatically. Prevents 401 unauthorized failures during mission-critical Power BI scheduled refreshes.
Cloudflare Edge Native
Global routing across 300+ edge locations with 5-minute requester response caching and instant ticket sidebar rendering.
Zero Financial Storage
Heirview never stores raw invoices or ledgers on its servers. Data streams in real-time directly between Intuit and your client applications.
Frequently Asked Questions
Everything you need to know.
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