What your AI assistant can do, and what it never does alone.

Sign in, no keys

Connect Claude Code, Claude Desktop or ChatGPT by signing in. The consent screen names the person and lets them pick the firm.

Your subscription, not ours

The AI runs on each person’s own Claude or ChatGPT subscription. There is no AI charge from us.

Your language

Claude and ChatGPT answer in your language.

Revocable

Connections are listed in Settings and can be removed at any time. A static token is available for scripts.

53 tools in seven groups. The assistant chooses which to use from what you ask.

1. 01

   Read and search

   Your connected clients, company profile and settings, chart of accounts, tax codes, classes and locations, transactions, customers, vendors and customer balances.

   • list_companies
   • get_company_info
   • list_accounts
   • list_tax_codes
   • search_transactions
   • search_customers
   • search_vendors
   • get_customer_balance
2. 02

   Run reports

   Profit and Loss, Balance Sheet, Cash Flow, Trial Balance, General Ledger, aged receivables and payables (summary and detail), Tax Summary and Transaction List, for any period.

   • report_profit_and_loss
   • report_balance_sheet
   • report_cash_flow
   • report_trial_balance
   • report_general_ledger
   • report_aged_receivables
   • report_tax_summary
3. 03

   Summarize

   Bank and credit card balances, this month against last month, overdue receivables and payables, uncategorized count.

   • get_dashboard
4. 04

   Check and clean up

   Uncategorized lines, missing tax codes, tax that doesn’t match, rates out of date, possible duplicates, unusual amounts and a month-end checklist.

   • list_cleanup_items
   • list_uncategorized
   • find_duplicates
   • find_anomalies
   • month_end_checklist
   • suggest_fix
5. 05

   Draft

   Tax-code fixes, recategorizations, expenses, bills, invoices, deposits, journal entries and more. Each one waits for a bookkeeper’s approval.

   • draft_fix_tax
   • draft_recategorize
   • draft_expense
   • draft_bill
   • draft_invoice
   • draft_journal_entry
6. 06

   Ask instead of guessing

   When the assistant isn’t sure what a line was for, it asks a question in the app. An answer can become a saved rule.

   • ask_owner
   • list_questions
   • draft_rule
   • list_rules
7. 07

   Approve, only if allowed

   The assistant can approve only the kinds of change the master bookkeeper has allowed — off by default. Voids and deletes never.

   • list_pending_drafts
   • approve_draft

Tool names and results are in English. The assistant answers in the bookkeeper’s language.

Every transaction from the last 12 months, for every connected client.

Tax amount does not match the code

The tax recorded differs from what the tax code gives by more than one cent.

Missing tax code

A transaction that should carry a tax code has none.

Rate out of date

Checked per transaction against the official rate on its date, and per company tax setting against today’s rate.

Unusual — check

A tax code that is unusual for the company’s province. Never called wrong: place of supply can be a legitimate reason.

Uncategorized

Transactions still sitting in an uncategorized account.

Which taxes are checked, by province

The province comes from the company’s QuickBooks address. If it isn’t there, the client shows “Province unknown” and province checks are skipped.

Official rates used

Rates are kept with their history and effective dates, so older transactions are checked against the rate that applied on the day. Last checked 2026-10-22 against canada.ca, gov.bc.ca, saskatchewan.ca, gov.mb.ca and revenuquebec.ca.

Closed periods are listed separately and left out of totals. The app can’t change them.

Suggested fixes

From your saved rules or the client’s history.

Questions instead of guesses

When the app isn’t sure, it asks. An answer can become a saved rule.

Other checks

Possible duplicates, unusual amounts and a month-end checklist.

Every change is a draft

Nothing reaches QuickBooks until a bookkeeper approves it in the app.

Checked before it’s written

Drafts show the expected GST/QST, are flagged if QuickBooks computes a different tax, and are marked stale if the transaction changed.

“The AI may approve”

Per kind of change, off by default, and only the master bookkeeper can turn it on. Voids and deletes are only ever approved by a person.

Activity log

Who did what, per person, downloadable as CSV.

Invite bookkeepers by email, remove them, or transfer the master role. Restrict a bookkeeper to their assigned clients — the restriction applies everywhere, including their AI assistant. Freelancers can belong to several firms with one login.

The first page after sign-in lists every client with its province, number of tax issues, uncategorized count, issues in closed periods and sync status — up to date, first sync running, needs reconnecting, disconnected or sync problem — with a Review button.

A Summary for each client — cash in bank, credit cards owed, this month, net so far — and a searchable transactions list.

• Profit and Loss
• Balance Sheet
• Cash Flow
• Trial Balance
• General Ledger
• Aged Receivables
• Aged Payables
• Tax Summary
• Transaction List

Export to CSV, Excel or PDF, in French or English.

The whole app — screens, emails, errors, sign-up, billing and exports — in both languages. Invitations are sent in French and English.

• It isn’t an accountant and doesn’t give tax advice.
• It doesn’t file returns, run payroll or do year-end.
• QuickBooks Online Canada only — not QuickBooks Desktop or Xero.
• No mobile apps and no in-app AI chat.