Talk to your books.
Caribooks connects QuickBooks Online to Claude and ChatGPT. Ask questions, but more importantly delegate the work: invoices, estimates, expenses, journal entries, your assistant creates and files them for you.
→ Your accounting data is never stored on our servers.
“Create the invoice” · “File the receipts” · “Chase the overdue invoices” · “Draft the estimate” · “Pull the profit and loss” · “Record the payment”
Watch it work
Which invoices are overdue? Politely chase the ones past 30 days.
Three invoices are overdue, totalling $9,542.95:
| Boulangerie St-Roch | $2,450.00 | 32 d |
| Clinique Lavoie | $4,892.95 | 45 d |
| Atelier Nordik | $2,200.00 | 61 d |
I drafted a reminder tuned to each one: courteous for the first two, firmer for Atelier Nordik (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 161 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 detail
- →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
Three moves
Connect QuickBooks
One click, the standard Intuit authorization. No developer keys.
Add to Claude or ChatGPT
A prefilled install link. Two minutes, stopwatch in hand.
Ask, delegate
A profit and loss, three invoices to create, receipts to file: in English or French.
Your numbers just pass through.
Caribooks stores none of your accounting data, and your books don't feed model training: Anthropic excludes connector data from training, and one setting covers the rest on ChatGPT. Their published policies say so in black and white, links included.
“What do you keep?”
Three things: your account email, your company names and your QuickBooks tokens, AES-256 encrypted and hosted in Canada (AWS Montréal region). The token is what connects your QuickBooks to your assistant: the access key Intuit issues when you connect a company, never your password. It only opens your books, and you can revoke it at any time. Your accounting data itself flows encrypted from QuickBooks to your assistant, and none of it stays with us.
“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.
Simple pricing
CA$39
per company / month
→ Free 14-day trial, no credit card required
→ CA$29 per company from 10 companies
Your bookkeeping assistant starts today.
CA$39 per company per month · free 14-day trial, no card
