We Built a Better Way to Show Clients Their Finances | GloraFi + ratio.dev

A former accountant built Glorify to translate QuickBooks data into visual reports with KPIs and AI analysis. Clients said traditional statements felt meaningless until they saw the visualizations. The platform runs on Bubble, letting him customize and integrate tools fast.
Chapters
So I started in public accounting and I moved into my bookkeeping business a few years ago. And after working with small businesses, I, you know, I would meet with them one-on-one and I'd show them the QuickBooks reports, their P&L, balance sheet, cash flow statement, all of those things. But I still noticed a disconnect even though I was explaining it to them. And so I decided, you know, there has to be something that bridges this gap. Something that I can give them that helps them finally understand and have it click. And so that's when I started Glorify and I came to you guys and just creating more visual reports that help people and business owners understand how, what their finances look like, but also how to be proactive instead of reactive. So these reports are giving the one, an executive summary, but then all the different KPIs that are important for their business, and then an AI analysis for each section. So I've actually had meetings with clients where I show them their QuickBooks reports and then the Glorify reports, and they have word for word told me, yeah, the QuickBooks reports don't mean anything to me. I mean, I think you guys were so good with me too, you know, like as a bookkeeper, I'm very nitpicky. I am very detail-oriented. So you did all of my requests and I had a lot of them and you were so generous with, you know, making any tweaks that I wanted or if I didn't like something or whatever. Um, yeah, the experience has been extremely positive and it made it so easy for me and just building and continuing. I have another business, so just Using Bubble has— it's running in the backend for us as well. So yeah, it's been a great experience and you guys have been great.
More from Dennis

Is Google Killing Websites? The Future of Search, SEO & Web Design After Google I/O

Something we're still looking forward to in Bubble: richer design experiences! #bubble #nocode #ai

Big mistake companies are making right now: firing employees instead of empowering them. #ai







