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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

I build it, you use it

1
Tell me what you needShare your QuickBooks workflow - which reports, invoices, and actions matter most
2
I build and test itI 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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I scope, build, and deliver your MCP - typically within one week.

Need QuickBooks in Claude?

I build custom QuickBooks integrations for your team - tailored to your accounting workflows.

Get in Touch
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