offers.ai computes what a business really earns, what buyers will push on, and what it's likely worth — straight from the client's QuickBooks, never estimated. Partner firms run it for their clients under their own brand.
Upload your logo once and your clients see your firm — on their invite, through onboarding, and in your console — with a quiet “powered by offers.ai”. No IT project, no separate app.
Share your firm link (offers.ai/p/your-firm) or send a personal invite. Your client connects QuickBooks read-only, the engine runs on their real books, and they appear in your roster automatically.
Flip “send results to me first” on any invite and you see the diagnostic before your client does — check it, prepare your advice, then release it. It auto-releases after 7 days, so nothing ever gets stuck.
A client pipeline that shows where each business stands — connected, diagnostic ready, sale-ready — with read-only access to every dashboard and memo your clients share with you.
Add and manage your own staff with roles — owners, admins, and view-only seats — no back-and-forth with us required.
Access is read-only, disclosed to the client where it happens, and revocable by them at any time. Their books stay theirs: we connect to QuickBooks read-only and every number traces to their own records.
Tell us about your practice. We review every firm by hand and set you up.
Upload your logo, add your team, grab your firm link.
Send your link. Clients connect QuickBooks in minutes; you see their sale-readiness the moment it computes.
offers.ai is licensed to advisory firms — we review every request by hand and walk you through pricing on a quick call. Questions first? hello@offers.ai