Your QuickBooks.
Powered by AI.
91 tools connecting Claude to your QuickBooks Online. Run reports, reconcile books, prep for taxes, detect anomalies — all through natural conversation. Your financial data never leaves your machine.
14-day free trial · No credit card required · Cancel anytime
Here's your financial overview:
Burn decreased 3.2% vs last quarter. At this rate you have over a year of runway. Top expenses: Hosting ($890), Software ($680), Marketing ($520).
91 tools across every
accounting workflow
Reports. Tax prep. Reconciliation. Invoicing. Forecasting. Compliance. Built by an entrepreneur who needed every single one.
Email Invoice Scanning + Auto-Reconciliation
Extract invoices from your email, then match them against QuickBooks transactions with fuzzy amount matching and date tolerance. Instantly find what's been paid, what's missing, and what doesn't add up — no more manual cross-referencing between your inbox and your books.
Your Data Stays Local
Zero cloud routing. The MCP server runs on your machine and talks directly to QuickBooks. We never see your financial data.
Our servers? Not in the loop.
Talk to Your Books
Ask Claude natural questions: “What did I spend on software last quarter?” or “Am I missing any tax deductions?”
9 Tax Prep Tools
Schedule C mapping (basic + detailed), quarterly estimates, deduction finder, depreciation schedules, 1099 reports, home office & vehicle calculators.
AI Bookkeeping Assistant
Auto-categorization suggestions, duplicate detection, unknown vendor cleanup, anomaly flagging, bulk vendor updates, and a books health audit scored 0-100.
Up and running in 3 minutes
No coding. No complex setup. Just install, connect, and go.
Install the Extension
One-click install in Claude Desktop or add the Cowork plugin. No terminal commands needed.
Connect QuickBooks
Authorize with your QuickBooks Online account. OAuth handles everything securely.
Start Talking to Your Books
Ask Claude anything. "What's my burn rate?" "Find missing deductions." 91 tools ready.
What you can do with AccountingQB
Tax Prep in Minutes
Schedule C (basic + detailed), deduction finder, quarterly estimates, 1099 reports, home office calc, vehicle depreciation — the full tax package from one prompt.
Invoice Reconciliation
Extract invoices from email, match them against QuickBooks with fuzzy amounts and date tolerance. See what's paid, what's missing, what doesn't add up.
Monthly Close Workflow
Books health audit scored 0-100, uncategorized transaction cleanup, unknown vendor reports, and a scored close readiness checklist.
Cash Flow Intelligence
6-month forecasting, runway calculator, burn rate trends, period-over-period comparison, and profit margin analysis by customer or product.
Anomaly Detection
Flag duplicates, unusual amounts, round-number patterns, weekend activity, and vendor concentration risks. Statistical outlier detection built in.
Full Accounting Suite
Create expenses, invoices, bills, estimates, journal entries, deposits, transfers, credit memos, vendor credits — plus batch operations and bulk vendor updates.
It pays for itself in the first week
91 tools means 91 tasks that used to be manual. Tax prep, invoice reconciliation, vendor cleanup, anomaly checks, month-end close — all in a conversation.
Schedule C, deductions, 1099s, quarterly estimates, depreciation, home office — all from one prompt
Extract invoices from email, match against QB, find gaps — replaces hours of manual cross-referencing
Month-end close, categorization, reconciliation, vendor cleanup, anomaly checks — all automated
What that same work looks like done manually
| Task | Manual time | AccountingQB |
|---|---|---|
| Categorize & map expenses to Schedule C lines | 3–5 hours | ~2 seconds |
| Scan for missed deductions across all categories | 2–3 hours | ~2 seconds |
| Pull vendor payments, identify 1099-eligible, flag missing W-9s | 2–4 hours | ~2 seconds |
| Calculate quarterly estimates (federal + state) | 1–2 hours | ~2 seconds |
| Depreciation schedule (MACRS tables, Section 179 analysis) | 1–2 hours | ~2 seconds |
| Extract invoices from email/Drive & reconcile against QB | 2–4 hours | ~30 seconds |
| Total | 11–20 hours | ~40 seconds |
A CPA charges $150–300/hr for this same output. AccountingQB starts at $39/mo.
Built for bookkeeping firms
If you're managing 20+ clients, your team is spending hundreds of hours a month on tasks AccountingQB handles in minutes. Invoice reconciliation, month-end close, vendor cleanup, anomaly checks, tax prep — 91 tools covering every workflow that eats your margin.
Less than the cost of one hour of bookkeeping
Start with a 14-day free trial. No credit card required. Cancel anytime.
Solopreneur
For freelancers & sole proprietors
Save ~5 hrs/mo on bookkeeping & tax prep
Start Free Trial- All 91 QuickBooks tools
- Schedule C tax prep
- Deduction finder
- Anomaly detection
- 1 QuickBooks company
- Email support
Business
For growing small businesses
Save ~12 hrs/mo across 3 companies
Start Free Trial- Everything in Solopreneur
- Up to 3 companies
- 1099 contractor reporting
- Budget vs actual analysis
- Cash flow forecasting
- Priority support
Firm
For accounting firms & bookkeepers
Save ~3 hrs/client/mo — pays for itself at 3 clients
Start Free Trial- Everything in Business
- Unlimited companies
- Month-end close workflows
- Year-end close checklist
- Bulk operations
- Dedicated support
All plans include a 14-day free trial with full access. No credit card required.
Frequently asked questions
Is my financial data safe?
Absolutely. AccountingQB runs entirely on your machine. Financial data flows directly between your computer and QuickBooks — it never touches our servers. Zero-knowledge by design.
Do I need to know how to code?
Not at all. Install the extension in Claude Desktop with one click, connect your QuickBooks account, and start asking questions in plain English.
What happens after the 14-day trial?
You keep access to 25 essential read-only tools for free. To continue using all 91 tools including writes, tax prep, and advanced analytics, choose a paid plan.
Can I use this with QuickBooks Desktop?
AccountingQB currently supports QuickBooks Online only. QuickBooks Desktop support is on our roadmap.
What Claude apps does this work with?
AccountingQB works with Claude Desktop (via MCP extension) and Cowork (via plugin). Any app that supports MCP servers can use it.
Can I cancel anytime?
Yes. Cancel your subscription at any time from your billing portal. No contracts, no cancellation fees.
Ready to put AI
in charge of your books?
Join entrepreneurs who are saving hours every week on bookkeeping and tax prep.
Start Your Free Trial14-day free trial · No credit card required