Connect QuickBooks to Claude, ChatGPT or Microsoft Copilot. Ask about your numbers, prepare invoices and sort expenses, right in the conversation.
14-day trial, no card required.
“Create the invoice” · “File the receipts” · “Chase the overdue invoices” · “Draft the estimate” · “Pull the balance sheet” · “Record the payment”
Say what you need in plain words. Your assistant does it in QuickBooks.
Which invoices are overdue? Politely chase the ones past 30 days.
Three invoices are overdue, totalling $9,542.95:
| Harbor Bakery | $2,450.00 | 32 d |
| Lakeside Dental | $4,892.95 | 45 d |
| Northgate Fabrication | $2,200.00 | 61 d |
I can resend each invoice from QuickBooks, the same way it sent the original. Resend all three?
Yes, resend them.
✓ Three invoices resent.
▌
↑
Receipts, vendor invoices, bank statements: drag the whole pile into the portal. Then ask your assistant to deal with it.
“Can you attach these receipts to the right expenses, and tell me if anything is missing?”
Forward any receipt or invoice to your private Caribooks address. It lands in this same document box, exactly as if you had dropped it.
Toyour-address@in.caribooks.com
SubjectFwd: Your receipt from Granite Hardware
Write a recurring task once, in a sentence. Caribooks reads it back to you, then runs it on the schedule you set. Every loop starts in preview mode: it proposes each change and waits for your approval.
« Every weekday at 8, match my receipts to my expenses. »
Weekdays at 8:00 a.m. Reads the document box, finds the matching expense and proposes the attachment.
Next run: Mon 8:00 a.m. · Last run: Fri 8:00 a.m.
« Every Monday, list the invoices more than 30 days overdue. »
Mondays at 9:00 a.m. Reads open invoices and reports the late ones.
Next run: Mon 9:00 a.m. · Last run: Sep 14
Say once how your books are kept, and every loop and every chat applies it from then on. When a loop notices a habit of yours, it proposes a rule. Nothing applies until you approve it.
Categorization · Proposed by a loop · Sep 16, 2026
Northline invoices go to Telephone and Internet.
When vendor: Northline
Then account: Telephone and Internet
Categorization · You said · Sep 2, 2026
Uber rides go to Travel, not Meals.
When vendor: Uber
Then account: Travel
Procedure · You said · Aug 28, 2026
Never enter a bill without its PDF attached.
Some invoices never reach your inbox: they sit behind a login. Sign in once. Caribooks keeps the session, then goes back on its own every week, month or quarter, finds the billing page and brings the new PDFs to your document box. It asks you again only if the vendor requires a fresh sign-in.
Every month
Last collection: Sep 1, 2026 · 3 invoices added
You sign in
Every quarter
Last collection: Jul 2, 2026 · 3 invoices added
Every month
Last collection: Sep 3, 2026 · 2 invoices added
Your ledger stays in QuickBooks. What Caribooks stores depends on the features you use.
The connector reads QuickBooks live without keeping a synchronized copy of your ledger. We retain account and connection details, usage records and saved rules. If you use the document box, we store files and extracted text. Autopilot also stores conversations, proposals and history that can contain QuickBooks data. If you connect a vendor portal, our hosted-browser provider keeps its sign-in session so invoices can be collected again. Our privacy policy explains retention and AI providers.
Privacy and retention →Anthropic excludes raw MCP connector responses from training. If that information is copied into a conversation, it may be covered by the training rules for that conversation. Check Anthropic’s policy and your account settings.
Anthropic's policy ↗How OpenAI handles your conversation and connector data depends on your plan, data controls and any feedback you submit. Check OpenAI’s current policy and your account settings before sharing sensitive information.
OpenAI's policy ↗In an organization, Microsoft 365 Copilot falls under Microsoft’s Data Protection Addendum, with Microsoft acting as a processor: your prompts and its responses are not used to train its foundation models. Your organization’s settings also apply to the agent that queries Caribooks.
Microsoft's page ↗No one, until you enable write access, company by company. Every delete requires a confirmation.
The official connector handles the sales side: invoices, estimates, payment links, customers, plus a profit and loss and a cash flow statement. That is where it stops, and Intuit says as much in its own documentation. Caribooks reaches the rest of the ledger: balance sheet, trial balance, general ledger, receivables and payables aging, vendor bills, expenses, journal entries. Thirty-five reports, across as many company files as you connect. Intuit does publish a developer version that goes deeper, but it runs on your own machine and wants an Intuit developer app and an OAuth callback before it will start. Caribooks gives you that depth with the one-click setup.
The full comparison →Try the connector and Autopilot for 14 days from your first QuickBooks connection, no credit card required.
One QuickBooks company. Choose how you want to work.
1 company
$39
/ month
Recommended for businesses
1 company
$149
/ month
✓ Connector included
Several QuickBooks companies under one account. Slide to your number of companies.
Up to 5 companies
$99
/ month
About $20 per company at 5
Recommended
Up to 5 companies
$299
/ month
✓ Connector included
About $60 per company at 5
Companies on Autopilot don't pay an additional connector fee.
Bundles reserve their full capacity, even while some slots are empty.
Past 25 companies, you pay for each company, and each one costs a little less than the one before.
More than 500 companies? Contact us
I'm Xavier Peich. I built Caribooks in Montréal for my own studio's books, and Peich Technologies is still its first customer. When you write to me, I'm the one who answers, in English or French.
Connector from $39/month · Full 14-day trial, no card
