One request becomes a close review
Your team asks for the accounting outcome. Connect coordinates the report pulls, ledger review, transaction detail, proposed changes, and approval path.
ConnectAI gateway for accounting firms
Run accounting workflows at scale.
Connect turns a plain-language request into a coordinated accounting workflow. It can gather information across a client's books, compare reports, trace balances to the underlying transactions, prepare the next steps, and show what will change before anything is posted.
QuickBooks connectedDry run
Request
Review month-end results across the group and prepare the cleanup list.
Context used
P&L, balance sheet, AR, AP, and transaction detailReports reviewed4
Exceptions found12
Changes queued3
Accounting context, proposed next steps, and approvals routed through firm-controlled access.
Built for company-by-company reality
Run the same review across authorized QuickBooks companies without repeating the task for each entity, location, or client file.
Grounded in the records behind the answer
Give advanced AI models the accounting context they need: reports, balances, customers, vendors, invoices, bills, accounts, and transaction detail.
Turn one request into reviewable accounting steps.
Your team stays focused on judgment. Connect gathers the context, follows the records, and prepares the changes, exceptions, and explanations for review.
Coordinated workflows
Move from question to completed accounting workflow.
Review reports, investigate details, prepare coordinated changes across companies, and approve them before they reach QuickBooks.
Multi-company scale
Ask once across every authorized company.
Summarize AR, compare charts, prepare reporting packages, and coordinate intercompany work across related entities.
Deep review
Let AI follow the numbers.
Trace a variance from report totals to source transactions and return a reviewable explanation, not a high-level summary.
Repeatable workflows
Turn your firm's procedures into accounting playbooks.
Package month-end close, AR/AP review, cleanup, and reporting into repeatable flows across clients and authorized companies.
Month-end close
- Review reports and unusual balances
- Inspect the supporting transaction detail
- Prepare adjustments for approval
AR and AP review
- Find overdue invoices, stale bills, and payment mismatches
- Surface vendors or customers that need review
- Return the source records behind each exception
Transaction cleanup
- Identify uncategorized or misclassified activity
- Prepare proposed reclassifications as a dry run
- Apply approved updates after review
Financial reporting packages
- Gather P&L, balance sheet, cash flow, AR, and AP detail
- Separate each authorized company clearly
- Draft exceptions and follow-up notes for the team
Firm control
Keep control before anything is posted.
Connect gives approved assistants controlled accounting context while your team keeps ownership of access, review, and judgment.
Credentials stay server-side
Connect stores accounting credentials in the gateway. AI clients receive controlled access to workflows, not raw QuickBooks tokens.
Access follows authorized companies
Workflows run only against companies connected to the firm's workspace and available to the current user.
Changes wait for review
Journal entries, reclassifications, and record updates can be previewed as a dry run, then approved before they are posted to QuickBooks.
Early access
Start with a firm-controlled QuickBooks workflow gateway.
Firm
For accounting teams ready to run AI-assisted client workflows without pasting exports into chat or building their own accounting access layer.
$99per month
- QuickBooks Online workflow gateway
- Reports, ledger detail, and core accounting records
- Authorized company access for firm workspaces
- Dry-run previews and approval before posting
Early access pricing may change as workflow coverage and firm controls expand.
Short answers before your firm connects QuickBooks.
Is this a replacement for QuickBooks Online?
No. QuickBooks Online remains the system of record. Connect is the controlled gateway that lets approved AI assistants work with QuickBooks data.
Do users need to understand the technical setup?
No. Users ask for month-end review, AR cleanup, variance investigation, or another accounting workflow in plain language. Connect handles the connection, data access, preview, approval, and audit trail.
Can the assistant make changes without approval?
Real write workflows are designed to pause for approval before changes are posted. Teams can also run dry runs to preview intended changes first.
Can this work across multiple companies?
Yes. Connect can run workflows across authorized QuickBooks Online companies, including multi-entity groups, without switching through each company manually.
Does this train an AI model on our books?
No. Connect routes authorized requests between the assistant and QuickBooks Online. It is not a model-training pipeline.