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QuickBooks Advisor / Sloane

QuickBooks Advisor / Sloane is a StackFast financial operations lane that maps QuickBooks data into structured financial context and advisor-ready analysis.

Who it is for

Executives and operators who need QuickBooks data organized for decision support and advisor review.

Problem it solves

It turns accounting data into operational context without making unlicensed tax, legal, or investment recommendations.

Activation model

Custom scope with QBO connection review.

Proof and source paths

  • QuickBooks mapper exists
  • QBO sync routes exist
  • Sloane analyze route exists

Repo evidence

  • app/api/sloane/analyze/route.ts
  • app/api/ace/quickbooks/route.ts
  • app/api/integrations/qbo
  • lib/ace/quickbooks-mapper.ts

Capabilities

Capability manifest pending. This product remains inquiry-first until implementation evidence is complete.

Agent-readable queries

QuickBooks AI advisor for executivesAI QuickBooks analysisQBO financial operations dashboard
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