How it works
From sign-up to AI on your books.
No server to run, no Intuit developer keys, no card to start. You sign in; we host the connector.
The connector
Connecting your Claude or ChatGPT
You sign in — no keys to copy. The consent page names you and lets you pick the firm.
# In your terminal
claude mcp add --scope user --transport http Cosigne https://app.cosigne.ca/mcp
# Then, in Claude Code
/mcp → choose Cosigne → sign in
Claude Code
- Run the command shown in the app in your terminal.
- Type
/mcpand chooseCosigneto sign in. - Approve on the consent page.
Claude Desktop
- Open Settings → Connectors.
- Choose Add custom connector.
- Paste the address shown in the app, then Connect.
- Approve on the consent page.
ChatGPT
- Open Plugins → Connect to a custom MCP.
- Name it Cosigne and paste the address shown in the app, then Connect.
- Sign in and approve on the consent page.
The AI runs on your own Claude or ChatGPT subscription. Data it reads goes to your account with that provider — see Security.
Setup
Setting up your account
The person who signs up does this once. After that, everyone else only connects their own Claude or ChatGPT.
What you need
- QuickBooks Online Canada for each company, with sales tax turned on. The app checks this during setup.
- A Claude account on a plan that allows custom connectors, or a ChatGPT account, for each person who wants to use the AI.
- 01
Create your account
Enter your firm or business name, your name, your email and a password of at least 10 characters. The app uses the language you’re viewing it in. You become the master bookkeeper, who manages the account. No card.
- 02
Confirm your email
Open the link we send you.
- 03
Connect QuickBooks
The setup wizard opens. Sign in with Intuit and pick a company. Firms repeat this for each client.
- 04
First sync
The last 12 months of transactions are copied and the tax review runs. The Clients page shows progress, then results.
- 05
Connect your Claude or ChatGPT
Each person connects their own AI assistant — see below.
- 06
Invite your team
From the Team page, invite bookkeepers or master bookkeepers, and restrict anyone to their assigned clients. A business owner can invite their own bookkeeper the same way.
- 07
Add a card before the trial ends
In Settings → Billing, any time during the 14 days.
Put your AI assistant to work on your books.
Create your account, connect QuickBooks, then sign in from your Claude or ChatGPT.
14-day free trial · 10 client files · No card