CoController AI — QBO Close Sidecar
getcocontroller.com · Workflow & Planning
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Description
AI-assisted month-end close sidecar for QuickBooks Online. Nothing posts without your approval. CoController AI is a month-end close copilot for accountants and bookkeepers who work in QuickBooks Online. The Chrome extension adds a side panel to your QuickBooks pages: • Feed Categorizer — review and categorize bank-feed "For Review" rows with smart suggestions that learn from your own books. One click assigns the account; nothing posts without your approval. • Fixed Assets — depreciation schedules with monthly journal posting straight to QuickBooks, including final-month rounding so balances clear to exactly $0.00. • Prepaids & Accruals — amortization schedules with monthly posting and whole-schedule CSV exports. • Audit Log — every action the extension takes is recorded. The extension works with the CoController AI web app (getcocontroller.com), where you connect QuickBooks via secure OAuth. Tokens are encrypted server-side; the extension never sees your password. Posting to QuickBooks requires a paid CoController AI plan (3-day free trial on monthly plans; first company free forever). Every journal entry shows a full debit/credit preview and needs your explicit confirmation — nothing ever posts automatically. Support: support@getcocontroller.com Privacy:
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