Financial answers, without the busywork.

Most small businesses already keep good books. The hard part is getting answers out of them. The numbers that tell you whether you're making money — and where it's going — sit buried in QuickBooks, and pulling them usually means exporting reports and rebuilding them by hand in a spreadsheet.

We thought reporting should work the other way around: you ask a question in plain language, and the answer comes back from your live books. So we built MosoFin to do exactly that — right inside Claude, where a growing number of teams already work.

Connect QuickBooks once and your accounting agent, Bea, reads your books on demand. Ask for April's profit, this quarter's cash flow, or your biggest expense movers — and the answer comes back in the chat, pulled fresh, with no dashboard to build. Solve a reporting task once and Claude can package it into a reusable skill, so it runs itself next time. See how it works →

• Read-only by default. MosoFin reads your data on demand and never writes back to your books.
• Everything on the record. Every read is logged to an audit trail you control.
• You decide the limits. Access is scoped to your workspace, your role, and the tools you allow.

More on our read-only, audited security →

MosoFin is for small-business owners, bookkeepers, accountants, and fractional CFOs who live in QuickBooks and want answers faster — without changing how their books are kept.

It's built by BambooX LLC, based in California, USA. MosoFin starts with a 14-day free trial for one connection — no credit card — with custom plans for teams. Questions? Reach us at [email protected].