Peregrine reads your books, closes the month, forecasts your cash, and answers finance questions in plain English — all grounded in the QuickBooks data you already trust.
QuickBooks records what happened. It won't close your month, model next quarter, watch your covenants, or tell you why margin slipped. So that work falls to spreadsheets, late nights, and a CFO you may not have yet. Peregrine turns the books you already keep into answers you can act on.
Every capability is grounded in your live QuickBooks Online data — no re-keying, no parallel system of record.
A live dashboard of revenue, margin, cash and runway — with alerts that surface what changed and why, the moment it matters.
A guided close checklist that reconciles accounts, flags anomalies, and drafts the journal entries — so closing the books takes hours, not weeks.
A rolling 13-week forecast built from your AR, AP and history — with editable assumptions and overrides you control week by week.
Budgets, scenarios and full LBO models that draw on real ledger data — plan, stress-test, and compare base against upside in one place.
Define leverage and coverage covenants, track them against actuals each period, and get warned before you trip a threshold.
A plain-English analyst. Ask "why did margin drop in March?" and get an answer with the numbers and source figures behind it.
One platform, two tracks — whether you run a single set of books or hundreds.
Get CFO-grade visibility without the CFO headcount. Close faster, see your cash clearly, and walk into every board or bank conversation with the numbers already in hand.
Run Peregrine across your whole book of business. Each client is a fully isolated tenant, so your team works in one place while data never crosses between clients.
Built by an advisory firm that runs it on its own clients.
A walk through four screens you'll use every week. Every figure below is anonymized demo data — never a real client.
Open Peregrine and your whole financial picture is already on screen — pulled from QuickBooks, refreshed, and scored.
Month-end becomes a guided checklist. Peregrine auto-generates the tasks, reconciles what it can, and flags the anomalies for a human to confirm.
A rolling forecast built from your AR, AP and history. Adjust an assumption or override a week, and the projection updates instantly.
| Week ending | Inflows | Outflows | Net |
|---|---|---|---|
| Mar 6 · override | $42,500 | $31,200 | +$11,300 |
| Mar 13 | $28,900 | $30,100 | −$1,200 |
| Mar 20 | $34,400 | $29,800 | +$4,600 |
Ask a finance question the way you'd ask a CFO. Peregrine answers in plain English and shows the figures it used — so you can trust and trace every number.
Want the real thing on your books? Book a live demo →
Authorize Peregrine through QuickBooks Online's standard connection. It starts read-only — Peregrine reads your books, it doesn't change them.
It syncs your ledger, maps your accounts, and builds the picture — KPIs, forecasts, covenants and close tasks, all from your own data.
Open the command center, run your close, forecast cash, and ask questions in plain English — with the numbers always traceable to source.
Peregrine starts read-only. Any writeback to QuickBooks is proposed, never automatic — a person approves every change before it posts.
Security isn't a marketing line here — it's how the platform is built.
QuickBooks tokens and connection secrets are encrypted at rest — never stored in plain text.
Every client is a separate tenant, isolated at the application layer and backstopped by database row-level security.
The AI proposes; a person approves. No journal entry or writeback reaches QuickBooks without explicit sign-off.
Identity and organization access are managed through a dedicated B2B auth provider with role-based permissions.
Book a 30-minute demo and we'll walk you through Peregrine on QuickBooks data — close, cash flow, FP&A, and Ask Peregrine.
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