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Talk to your QuickBooks Online books.

Real answers, live from your QuickBooks data, in plain English. AR, AP, cash flow, customers, vendors — answered without you building a single report.

› demo video

Coming soon

› What you can ask

Things people actually ask.

  • Which customers are actually most profitable once I factor in how much it costs to serve them?
  • Get me ready for tax season — what's uncategorized, missing a receipt, or looks off?
  • Find every duplicate or suspicious transaction in the last 90 days.
  • Build me a P&L for just my online sales channel.
  • Which expenses crept up the most this year, and where could I realistically cut?
  • Compare this quarter's margins to last year by product line.
  • Draft next month's budget based on the last six months of actuals.
  • Reconcile last month and flag anything that doesn't match.
› What's next

Where the QBO integration is going.

Live
QuickBooks Online — core

Customers, vendors, invoices, bills, payments, accounts, reports. Read and act on live data.

Coming soon
QuickBooks Payments

Payment status, settlement timing, dispute and refund signals. In development.

QuickBooks is one example of what we connect. The same approach works against your inventory system, your CRM, your ERP, your custom systems.

Book a discovery call
Next step
See all 143 actions it can take →

The complete list, grouped the way you think about your books, showing exactly which ones only look things up and which can change your books. No sign-up, no sales call — just the full picture.

› Works with your AI

Not locked to one assistant. QuickBooks Online connects to whichever AI you already use.

What we build is an MCP server — a connector built on the Model Context Protocol, the open standard for letting an AI assistant work with a real business system. Because it's a standard rather than a private integration, the same connector answers to any AI that speaks it:

Claude
Desktop, web, and Claude Code
Microsoft Copilot Studio
Agents built on MCP
ChatGPT
Custom connectors, and the API
Gemini CLI
And other MCP-capable tools

It's hosted and maintained for you — a dedicated deployment for your company, signed in through your own Microsoft account, reaching your QuickBooks Online company over an encrypted connection. You don't run a server, and switching AI tools later doesn't mean rebuilding the integration. If you already have an MCP setup and just want the connector, that works too.

People search for this in different words — QuickBooks Online connector for Claude”, QuickBooks Online MCP server”, or just “connect QuickBooks Online to AI”. They all describe the same thing: one connector, any MCP-capable assistant.