See It In Action

Just ask Claude about your books

Claude Desktop — QuickBooks
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What You Can Do

Your entire back office in Claude

🗃

Invoice Management

Create, send, and track invoices. Check payment status and follow up on overdue balances.

💳

Expense Tracking

Review expenses by category, vendor, or date range. Spot trends and flag anomalies.

📊

Financial Reports

Pull P&L, balance sheet, cash flow, and custom reports on demand in natural language.

🏦

Bank Reconciliation

Review unmatched transactions, reconcile accounts, and verify bank balances.

📋

Tax Preparation

Summarize deductible expenses, review quarterly estimates, and export tax-ready data.

👥

Client Billing

Look up client accounts, check billing history, and generate statements in seconds.

How It Works

We build it, you use it

1
Tell us what you needShare your QuickBooks workflow — which reports, invoices, and actions matter most
2
We build and test itWe create your custom QuickBooks MCP, connected to your account and verified end-to-end
3
Install in Claude DesktopDrop the config into Claude Desktop — done. Start querying your books from Claude.
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We scope, build, and deliver your MCP — typically within one week.

Need QuickBooks in Claude?

We build custom QuickBooks integrations for your team — tailored to your accounting workflows.

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