QuickBooks + Claude
QuickBooks Meets Claude — Your Finance Data, One Question Away
Ask Claude anything about your QuickBooks data. From unpaid invoices to expense breakdowns, get the answers your team needs.
Ask questions in plain English — get answers in ~5 seconds
Strictly read-only — impossible to modify your accounting data
Granular permissions control what data each channel can see
Every conversation logged for full audit trail
What your team can ask
Real questions, answered in seconds from your QuickBooks data — right inside Claude.
"What did we spend on travel and meals last month?"
Finance manager reviewing discretionary spend
"Are there any duplicate invoices for Vertex Partners?"
Bookkeeper cleaning up records
"What's our net income year-to-date?"
CEO preparing for an investor update
How it works
Connect QuickBooks
Link your QuickBooks account through our secure admin portal. Read-only access — we never modify your data.
Data is cached
Your full QuickBooks dataset is replicated into a secure cloud database for fast, reliable queries.
Set permissions
Control what data each team can see — AR for sales, inventory for ops, or full visibility for execs.
Connect Claude
Link a Claude channel or account to a permission set. Your team starts asking questions immediately.
Need QuickBooks data inside Salesforce instead?
Breadwinner also offers a native Salesforce integration for QuickBooks — certified, SOC II compliant, and trusted by hundreds of companies for over 12 years. Different product, same trusted company.
Give your whole company access to QuickBooks data
Read-only. Permissioned. Logged. Set up in under an hour.