Happy Controller is the human-ish layer on top of your favorite accounting software — not a replacement for it. Talk about your money like you would with a CFO or controller: it finishes the long tail of unmatched expenses, explains your numbers, and guides you when you're not sure what to do. QuickBooks does the easy matches; we handle the rest.
Sits on top of QuickBooks · magic-link sign-in, no password · beta: 25 free spots
Sign in with a magic link — no password, ever. We email you a secure link; tap it and you're in.
First 25 companies free · first month free after beta · no card to join.
How to use it
Connect QuickBooks
Link your books in a tap and keep working in QuickBooks exactly like you do today. That's all the setup it takes.
Let QuickBooks do the easy matches
Matched deposits, payroll, the clean recurring stuff — QuickBooks handles what it's good at. We take care of the rest.
Ask what your numbers mean
It explains your finances in plain English, with context — so you don't need an MBA to know the story your numbers tell about the health of your business.
QuickBooks makes its best guess on the obvious ones. The leftover pile is what eats your evening — that's exactly what we take off your plate.
A layer on top — not a replacement
The 300 leftover charges QuickBooks couldn't match — done.
The coffees, the software trials, the one-off Ubers. We finish the messy pile your accounting software leaves behind — so you never enter line items by hand again.
It understands you, and talks back like a real assistant.
Not canned replies. Ask “why are margins slipping?” or “what do I do with this charge?” and get a thoughtful, plain-English answer — like consulting a controller who knows your books.
Find the charge or double payment throwing off your books.
The duplicate invoice, the missing charge, the expense that won't tie out — it finds the needle so reconciliation in your accounting software goes clean.
Talk through hiring and scaling — watch the plan rebuild.
Hire, raise prices, add a service. Think through the future in plain English and a real proforma rebuilds from your own numbers.
Follow along · never a black hole
The long tail, finished
QuickBooks matches the obvious ones and leaves you a pile. We clear it conversationally — tap a charge or just tell the assistant what it was, and it's filed. Not sure? Ask, and it guides you through it like a controller would.
See every moveNothing into a black hole — edit, undo, or flag anything it did.
Ask how you're really doingYour numbers with a plain-English read — like a quick CFO sit-down.
Plan the year out loudYour P&L run forward — add a hire and watch cash flow rebuild.
Product preview · representative data
For accountants & bookkeepers
Connect multiple clients across different accounting softwares — QuickBooks, Xero, and more — into one place. You get a built-in assistant that knows every client's books, so you can clear long tails, answer questions, and close months across your whole book of business without living in a dozen logins.
One workspace
Every client, every platform, side by side.
Software-agnostic
It speaks QuickBooks, Xero, and the rest — you don't switch tools.
Close faster
Clear the long tail for all clients conversationally, in a fraction of the time.
The difference
A real controller is expensive and a chatbot is useless. This is the in-between you actually want: consult your books like you would with a CFO — ask what a number means, what to do with a charge, whether you can afford a hire — and get a straight, plain-English answer. The relief of “oh, that's all it was”, because someone capable has it handled.
March, in a sentence
You brought in $28,400, spent $16,900, and netted $11,500 — your best month since spring.
For our beta, the first 25 companies get in completely free. After that, waitlist members get a full year at a special rate — and the first month free. First come, first served.
No password, just a magic link · No card to join the waitlist · Starting with QuickBooks