How is iDBQuery used by accounting and CPA firms?
Accounting firms use iDBQuery to ask plain-language questions across client ledgers, practice-management data and billing systems, getting cited answers in seconds without SQL. It runs in your VPC or fully air-gapped and queries data in place, so confidential client financials stay inside the firm.
Accounting and CPA firms manage two data problems at once: their own practice metrics and many clients' books. iDBQuery answers both in plain language, with figures cited to the exact source row so they hold up under review.
For the practice, partners ask:
- What is realisation and utilisation by partner and service line this quarter?
- Which engagements are over budget on hours, and which invoices are overdue?
- Show revenue by client segment and the write-off rate.
For client work, staff ask:
- Reconcile this trial balance against the bank feed and flag discrepancies.
- Which GL accounts moved most versus prior year?
- Find duplicate or out-of-period entries in this ledger.
iDBQuery ingests QuickBooks or Xero exports, Excel workpapers, PDFs and practice-management data together as one live model, with no ETL, and can trace any anomaly back to the source line for the file.
Because you hold clients' confidential financials, deployment leads: run in your own VPC or fully air-gapped, use the Desktop app to keep engagement data on-site, and rely on query-in-place, RBAC and encryption. iDBQuery does not claim certifications; the value is architectural, client data stays within the firm's boundary while staff get instant, auditable answers instead of manual spreadsheet work.
Updated 2026-06-22