How can we use Claude/AI to build client-facing benchmarking and analytics dashboards from QuickBooks data?

Ben described connecting all clients' QuickBooks files (clients are concentrated in one niche) into their system and mapping each client's chart of accounts, which is largely standardized across clients. This lets them calculate revenue, EBITDA, and margin ratios, and compare them against industry benchmarks. The plan is to push these analytics into each client's portal so they can view them on a monthly basis. Brooks reacted that this shows how, with tools like Claude, firms can effectively replace many of the separate software products they currently pay for.