Really appreciate this, and thanks for checking us out! Fair point on the ‘Book a Call’ CTA, we've got a demo environment setup to explore so might be better to switch the accountant CTA over to that.
On Excel’s dominance, we hear that loud and clear. We’re not trying to fight it, but we do think a built-in spreadsheet unlocks some powerful automation and AI-driven workflows that wouldn’t be possible otherwise. And yes, accessing sheets via the API is possible!
On the long-term commitment, good question. We did pivot in the past, but this is the problem we’re committed to solving. SMB accounting is broken, and we’re in it for the long haul.
Thanks for the feedback! Pricing has come up here and that's on us for not making that page more transparent. (1) We're not here to gouge small businesses/startups (2) we're a startup and flexible on pricing.
We'll update that page to be more clear. What are you paying for QBO currently?
Both these comments raise a great point on longevity of the product/support for migrating to other products. Everything can be exported to csv (and in an easily readable format that can be ingested by other accounting software -> QBO, Xero, etc...).
We still support customers from past pivots (albeit on maintenance mode).
Appreciate the thoughtful feedback. You're right that accountants play a huge role in software adoption, and we’re spending a lot of time talking to them to understand their workflows.
That said, we think the landscape is shifting. AI and automation are changing how accounting gets done, and the next generation of software won’t be about preserving unintuitive workflows. It’ll be about eliminating unnecessary manual work and giving both businesses and accountants better tools.
QuickBooks has deep roots, but businesses today expect more than just accountant-approved tools. They want real-time insights, automation, and software that works for both them and their accountants.
That's a good point! Happy to offer extended trial. Email me (daniel(at)modernbanc(dot)com) and we'll get something set up for you (if you're interested).
Fair point, Excel is the standard, and we’re not trying to replace it. But an embedded sheet lets us do things that an add-in just can’t, like asking AI a question and having it generate a full sheet with supporting data instantly. The experience won't be the same if you have to open that sheet in excel instead of seeing it embedded in the app.
We think that’s a powerful complement to Excel, not a replacement. And of course, exporting to Excel/Google Sheets is always an option.
Thanks! We're focused on small businesses/startups. Out of the box no it doesn't support automatically calculating federal quarterly tax estimates. You could have a live sheet with a formula for this that updates as your income changes though
That's a great point and was actually what led to the pivot to accounting software. We originally tried to make this just a reporting tool (aggregate financial sources, think equals.com) but came to the same realisation that it was
hard to get people to switch from Excel. In this product the sheet is not the product, just a feature
Right now if you suspect an error in AI response you can flag it/submit as feedback. For anything that AI does without your input (bookkeeping) we associate a confidence with it and when below that threshold we get a human in the loop.
We know that trusting AI with financial info is hard which is partially why we have the sheet (so that the AI can backup it's claims).
Great question, we don't have an official roadmap but over the next few months we'll likely ship: magic inbox (auto linking receipts/invoices/etc... to transactions, payroll/hr integrations, e-commerce integrations). We're also focusing heavily on the AI functionality (getting it to do much more than just bookkeeping and generating reports). The roadmap is heavily customer influenced, are there any critical features you're looking for?
On Excel’s dominance, we hear that loud and clear. We’re not trying to fight it, but we do think a built-in spreadsheet unlocks some powerful automation and AI-driven workflows that wouldn’t be possible otherwise. And yes, accessing sheets via the API is possible!
On the long-term commitment, good question. We did pivot in the past, but this is the problem we’re committed to solving. SMB accounting is broken, and we’re in it for the long haul.