Ask your QuickBooks anything — and get tax workpapers you can defend.
131 tools connecting Claude to your QuickBooks Online. Run reports, reconcile books, prep for taxes, detect anomalies — all through natural conversation. Run it locally or connect instantly — we never store your books.
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).
Built for solo owners, growing businesses, and bookkeeping firms — in the US & Canada
131 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.
We Never Store Your Books
Run it 100% locally — the MCP server runs on your machine and talks directly to QuickBooks, so your books never touch our servers. Or connect instantly through our zero-retention cloud connector — data transits, never stored.
Cloud: pass-through only. Zero retention.
Talk to Your Books
Ask Claude natural questions: “What did I spend on software last quarter?” or “Am I missing any tax deductions?”
16 Tax Prep Tools
US & Canada: Schedule C mapping, quarterly estimates, deduction finder, 1099 reports, home office & vehicle calculators — plus GST/HST return workpapers, T2125, CCA schedules, T4A reports, and CRA instalments.
AI Bookkeeping Assistant
Auto-categorization suggestions, duplicate detection, unknown vendor cleanup, anomaly flagging, bulk vendor updates, and a books health audit scored 0-100.
CPA Workbook
A click-through year-end binder your accountant can file from: comparative statements, trial balance, reconciliation tie-outs, tax payments made, owner's draws, open items, and a built-in tax organizer. Export to Excel in one message.
Not a tax-filing service and not for QuickBooks Desktop yet — these are workpapers you or your CPA file from.
Every tax figure is sourced, dated, and audit-logged.
Bracket, mileage rate, §179 cap, GST/HST, CPP ceiling — every value lives in a versioned registry carrying its official source and a verification date. Changes ship through a tamper-evident, hash-chained ledger reviewed by a human, and a research agent re-checks every source for new legislation — including the 2025 OBBBA changes.
- Every answer shows its rate vintage and citation in the footer.
- Region-gated: jurisdiction-specific tools require the matching region.
- Statutory limits and taxpayer allocations kept separate and cited.
Verify it yourself: ask Claude to run qb_tax_data_info for the full, live provenance table.
Up and running in 3 minutes
No coding. No complex setup. Just install, connect, and go.
Connect, install, or download
Add AccountingQB as a connector in Claude instantly, one-click install the Claude Desktop extension / Cowork plugin, or download the standalone desktop app for macOS or Windows. 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." 131 tools ready.
Prefer an app? Download it and run locally — your books never leave your machine.
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. Canadian business? GST/HST return workpapers, T2125, CCA, and T4A reports too.
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.
Financial Reporting
P&L, balance sheet, cash flow, general ledger, and trial balance — plus sales by customer, product, class, or location, inventory valuation, a flexible transaction list, and drill-down detail behind any P&L, AR, or AP number.
Full Accounting Suite
Create expenses, invoices, bills, estimates, journal entries, deposits, transfers, credit memos, vendor credits — plus batch operations and bulk vendor updates.
CPA Handoff
A 15-page year-end workbook — comparative statements, tie-outs, tax payments made, owner's draws, and a tax organizer — assembled from live books and exported to Excel for your accountant.
It pays for itself in the first week
131 tools means 130 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, GST/HST, T2125, CCA — 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 / T2125 lines | 3–5 hours | ~2 seconds |
| Scan for missed deductions across all categories | 2–3 hours | ~2 seconds |
| 1099 / T4A contractor prep — pull payments, flag missing W-9s | 2–4 hours | ~2 seconds |
| Calculate quarterly estimates & CRA instalments | 1–2 hours | ~2 seconds |
| MACRS & CCA depreciation schedules (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 — 131 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 131 QuickBooks tools
- US & Canadian tax prep (Schedule C / T2125)
- 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 & T4A 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. Run AccountingQB locally — the downloadable desktop app or the Claude Desktop extension runs entirely on your machine, and your financial data flows directly between your computer and QuickBooks, never touching our servers. Or connect through our hosted connector, where data passes through with zero retention — it is never stored, logged, or used for analytics. Either way, we never store your books.
How do I know the tax numbers are current?
Every tax rate and threshold we use — IRS brackets, mileage rates, §179 and bonus depreciation limits, GST/HST rates, CPP ceilings — lives in a versioned registry where each value carries its official source (the actual Revenue Procedure or CRA page) and a verification date. Every tax answer shows its rate vintage in the footer, changes ship through a tamper-evident audit ledger reviewed by a human, and a research agent checks every source monthly for new legislation — that's how we caught the 2025 OBBBA changes. Ask Claude to run qb_tax_data_info to see the full provenance table.
Do I need to know how to code?
Not at all. Download the desktop app, install the Claude Desktop extension with one click, or add AccountingQB as a remote connector in Claude — then 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 131 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 on the web, desktop, and mobile via our remote connector (add it as a custom connector — no install needed), with Claude Desktop via the MCP extension, and with Cowork via our plugin. Prefer a standalone app? Download the desktop app for macOS or Windows — it runs locally in your browser and works without Claude Desktop or Cowork (add your own Anthropic API key to chat with your books). 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.
Built for people who guard other people’s money.
Two ways to run it — both designed so your books never become our asset. The less we hold, the less there is to breach: that’s the architecture, not a compliance checkbox.
Local — zero-knowledge
The server runs on your machine and talks directly to QuickBooks with your own OAuth token. Your books never touch our infrastructure.
Hosted — zero-retention
The cloud connector passes data through and stores no book data — never stored, logged, or used for analytics. See the overview for exactly what operational metadata we keep.
Tokens, encrypted
QuickBooks tokens are encrypted at rest with AES-256-GCM — a unique IV per value and an auth tag verified on every decrypt; the key is a managed secret held outside the database.
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