The cloud version of the QuickBooks you already know. Same categories, same reports — but accessible from your phone, laptop, or office computer, with transactions flowing in automatically from your bank.
qbo.intuit.com
Username: your email
Password: saved in your browser's keychain.
Bookmarked on your phone
Your bank feeds pull everything in. You just confirm categories — a rent deposit stays "Rental Income," a utility stays "Utilities." It's mostly tapping "Accept."
One page that shows what came in and what went out, grouped by category. Great for a Monday-morning glance from your phone.
Type a vendor name or dollar amount into the search bar at the top. QBO finds it instantly, across every year.
Think of a very smart research assistant. You give it a document, an email, or a question — it reads, summarizes, drafts, or answers. You talk to it the way you'd talk to a capable colleague. No special commands.
claude.ai
Signed in with your Google account.
Also on your phone as the Claude app.
Pinned on your home screen
Drag any PDF lease into the chat window. Then ask what you want to know — "when does this tenant's option to renew expire?" or "what's the CAM recovery structure?" You'll get an answer and a page reference.
Tell Claude what you want to say and who you're writing to. It'll draft something in your voice. You edit. Much faster than staring at a blank page.
Ask about comparable commercial rents in your market, recent commercial property tax changes, anything you'd normally Google and then piece together. Claude gives you the summary and links.
A small app that turns your voice into clean, written text in any app — email, texts, Word, search bars, anywhere. It's not basic dictation. It removes "ums," punctuates for you, and learns how you actually write.
On your laptop: hold the Fn key and talk.
On your iPhone: tap the Wispr icon on the keyboard and talk.
Release the key to insert
Tap the reply box. Hold Fn. Say what you want to say — complete with "comma," "new line," whatever comes out naturally. Wispr cleans it up.
Open Notes on your phone. Tap Wispr. Talk. You end up with a usable paragraph instead of an audio file you never listen to.
Open Word or Google Docs. Hold Fn. Say the whole letter in one go, like you're dictating to an assistant. Edit the result — usually takes half the time of typing.
A service that receives your bills — utilities, property tax, vendors — holds them in a queue, and pays them when you say so. Every payment syncs into QuickBooks automatically, so your books stay clean without extra effort.
bill.com
Username: your email
Two-factor code comes to your phone.
Also on your phone as the Bill app
Once or twice a week, open Bill.com. Any new bills are sitting in the "Inbox." Click each one — check the amount, check the due date, hit "Approve." That's the whole job.
After approving, click "Pay." Choose the date you want it to leave your account. Bill.com handles the check or ACH. You don't lick a stamp, you don't write a check.
Take a photo with your phone and email it to your personal Bill.com inbox address. It shows up in your queue within a few minutes, ready to approve.