Works inside the AI tools your team uses
Bring live accounting context into Claude, ChatGPT, or any MCP-compatible assistant. No exports. No sensitive files pasted into chat windows.
Tactivus ConnectAI accounting for firms
Close the books in an evening instead of a weekend.
Connect AI like Claude or ChatGPT directly to your ledger to categorize transactions, code expenses, and stage reconciliations in minutes.
Connected Read access only
Question
What changed in operating expenses this month?
Context used
P&L, accounts, and transaction detail Advertising +18.4%
Contractors -6.2%
Software +9.1%
Live accounting context, routed through company-bound access your team controls.
Built around accounting system permissions
An admin authorizes QuickBooks Online through OAuth. Workspaces keep access tied to the right company, team members, and clients.
Built for the work firms do
Reports, customers, vendors, invoices, bills, accounts, and transaction detail come ready for review work. No more export chores.
Answer the finance questions landing in your inbox.
The work starts where accounting teams spend time: variances, reports, client questions, and source detail.
Bookkeepers
Find the backup behind the variance
Ask for the accounts, transaction detail, and source context behind a change without preparing exports first.
Fractional CFOs
Turn reports into client-ready explanations
Use current P&L, cash flow, AR, AP, and customer data as grounded source material for narratives your team still reviews before sending.
Operators
Answer routine finance questions faster
Let approved users ask what changed, what is outstanding, and where to look next without giving every AI tool broad system access.
Monthly close work
More than read-only reporting.
The assistant can use supported QuickBooks tools to investigate discrepancies, calculate corrections, prepare adjustments, and post approved changes.
Find discrepancies
- Compare P&L, balance sheet, GL, and transaction detail
- Flag unexpected account movement or unusual transactions
- Call out the records your team should review
Calculate close adjustments
- Use report and transaction data to size the adjustment
- Draft the journal entry lines for review
- Post the approved journal entry in QuickBooks
Clean up open AR and AP
- Review aging, invoices, payments, bills, and bill payments
- Find items that look duplicated, missing, or stale
- Record approved invoices, payments, bills, or bill payments
Prepare the close package
- Pull close reports and supporting transaction detail
- Download available PDFs and attachments for backup
- Draft the monthly summary with corrections called out
Access control
Use AI without handing over the keys to the books.
Tactivus Connect gives assistants controlled accounting context while your team keeps ownership of access, review, and judgment.
No raw accounting credentials in AI clients
Users authorize through OAuth where supported. Tactivus Connect stores token material server-side and exposes a controlled tool surface to approved assistants.
One company at a time
Connections are scoped to the selected accounting company so users do not accidentally cross client context.
Human judgment stays in the loop
Assistants can retrieve context and draft explanations, while accounting decisions remain with the person reviewing the output.
Simple early access pricing for accounting firms.
Pro
For firms ready to bring AI into client review work without building the accounting access layer themselves.
$99 per month
- QuickBooks® Online access layer
- Reports and core accounting entities
- Team workspace and billing portal
- MCP-compatible assistant setup
Pricing and availability may change while Tactivus Connect is in early access.
Short answers before you connect your books.
Is this a replacement for QuickBooks Online?
No. Tactivus Connect is an AI accounting layer for firms. QuickBooks Online remains the system of record.
Does every teammate need to be a QuickBooks admin?
No. A QuickBooks Online admin grants the app access. Team access is then managed through Tactivus Connect and the connected MCP client workflow.
Does this train an AI model on our books?
No. Tactivus Connect routes authorized requests between your MCP client and QuickBooks Online. It is not a model-training pipeline.
Do we need technical expertise to set this up?
No. If you can authorize a standard accounting app and invite team members, you can set up a workspace and approve assistant access.