Talk to your books.
Connect QuickBooks to Claude or ChatGPT. Ask about your numbers, prepare invoices and sort expenses, right in the conversation.
Balance sheet, A/R aging, journal entries. No developer account, nothing to install.
→ No copy of your ledger on our side: every run reads QuickBooks live.
Connect your books to your assistant
Connect QuickBooks
One click, the standard Intuit authorization. No developer account, nothing to install.
Add to Claude or ChatGPT
A prefilled install link. Two minutes, stopwatch in hand.
Ask, delegate
A balance sheet, three invoices to create, receipts to file: in English or French.
“Create the invoice” · “File the receipts” · “Chase the overdue invoices” · “Draft the estimate” · “Pull the balance sheet” · “Record the payment”
The connector in action
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 drafted a reminder tuned to each one: courteous for the first two, firmer for Northgate (61 days). Send them?
Yes, send them.
✓ Three reminders sent.
Ask anything…
↑Works alongside your other Claude connectors, like Gmail, Outlook and Calendar.
Asking is good. Delegating is better.
Reads answer your questions. Writes do the work for you. A sample of the 221 tools:
Assistant access
Read→ The assistant reads your books; nothing changes.
Ask
Read- →Profit and loss
- →Balance sheet
- →Aged receivables
- →Aged payables
- →Trial balance
- →Cash flow
- →General ledger, budget vs actuals, tax summary
- →Any report by class, location, customer or period
- →Search: customers, invoices, expenses, entries…
Delegate
Write- →Create and update invoices
- →Record incoming payments
- →Draft estimates
- →Enter vendor bills and pay them
- →File and categorize expenses
- →Post journal entries
- →Create customers, vendors and items
- →Issue credit memos and refunds
- →Budgets, recurring templates, transfers, card payments
- →Send, void or delete, always on confirmation
Autopilot
Set the routine. Review the work.
For tasks you repeat, give Autopilot a schedule. It checks QuickBooks while you are away and brings back proposed changes with the documents behind them.
Give it a recurring task
For example: every weekday at 8, match the receipts I uploaded to my QuickBooks expenses.
Let it prepare the work
Autopilot reads QuickBooks and the files you drop or forward to Caribooks. It proposes a match or flags what needs your attention.
Approve with the evidence
Review each proposal in the portal, with its receipt and explanation. Approve or reject it. Every routine starts in preview mode, so proposed changes wait for you.
Example routine · Weekdays · 8:00 AM
Match my uploaded receipts to expenses.
Receipt · Office supplies
$48.75
Proposed: attach this receipt to the expense.
Waiting for your approval
Your books stay in QuickBooks.
The connector reads your books live. Autopilot keeps the proposals and supporting evidence you need to review its work. You choose the access granted to each company.
“What do you keep?”
Your account, connected companies and encrypted QuickBooks access tokens. Autopilot also keeps your rules, proposals and action history. Uploaded receipts stay until they are attached in QuickBooks, or for up to 90 days. Our policy explains what is retained and where.
Privacy and retention →“Does Claude train on my books?”
No. Anthropic excludes connector content, including MCP servers like Caribooks, from model training: on every plan, free included, whatever your settings.
Anthropic's policy ↗“What about ChatGPT?”
Not on Business, Enterprise or Edu plans. On a personal account, turn off “Improve the model for everyone” under Settings → Data Controls, and your conversations are no longer used for training.
OpenAI's policy ↗“Who can write to my books?”
No one, until you enable write access, company by company. Every delete requires a confirmation.
“How is this different from the official QuickBooks connector?”
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 →Read before you connect
Three pages to choose with your eyes open, including the cases where something else will serve you better.
Simple pricing
Try the connector and Autopilot for 14 days from your first QuickBooks connection, no credit card required.
For your business
One QuickBooks company. Choose how you want to work.
Connector
1 company
$39
/ month
Work in QuickBooks through Claude or ChatGPT. You start the conversation.
Start the 14-day trialRecommended for businesses
Autopilot
1 company
$149
/ month
✓ Connector included
Everything in Connector, plus recurring tasks that run for you. You set the schedule and review the work.
Start the 14-day trialFor accounting firms
Connect your clients' books, or let Autopilot prepare the recurring work for review.
Firm Connector
Up to 5 companies
$99
/ month
Work across your clients' books in Claude or ChatGPT.
Start the 14-day trialRecommended for firms
Autopilot
Up to 5 companies
$299
/ month
✓ Connector included
Recurring tasks and approvals, kept separate for each client.
Start the 14-day trialAutopilot
Up to 10 companies
$499
/ month
✓ Connector included
Recurring tasks and approvals, kept separate for each client.
Start the 14-day trialAutopilot
Up to 25 companies
$999
/ month
✓ Connector included
Recurring tasks and approvals, kept separate for each client.
Start the 14-day trialCompanies on Autopilot don't pay an additional connector fee.
Firm bundles reserve the full capacity, even while some slots are empty.
More than 25 Autopilot companies or 5 connector-only companies? Contact us
Your bookkeeping assistant starts today.
Connector from $39/month · Full 14-day trial, no card
