top of page

How It Works

Getting started on Level's copilot is super simple. Just sign up, connect your QuickBooks Online account and we'll do the rest.

a robot smiling

Connect your QuickBooks Online account

Your new copilot, Cam, will guide you through the simple steps to get your QBO account connected to Level.

Get Your Customized Rules

Our copilot will then scan your recent QBO usage and customize which rules should be enabled for your business. Fine-tune your copilot with over 20 rules to choose from!

a robot holds a magnifying glass
a robot points to a link in a webapp UI

Action Your Alerts

Once a daily scan has been performed, check your email or the Level web app for items that may need your attention.

 

Action your alerts by clicking the link next to it so you can go straight to it in QuickBooks for easy reference.

Elevate your bookkeeping efficiency with Level's Bookkeeping Copilot

bottom of page