Meet Bea, MosoFin’s QuickBooks data agent.
Bea retrieves permitted, read-only data from the QuickBooks workspaces you select and returns it to your AI destination. The AI prepares a response; you review it. Payment and ecommerce specialist agents are planned.
Bea · Accounting software agent
Hi, I'm Bea.
live nowI retrieve permitted QuickBooks data—financial statements, accounts, invoices, and journal entries—from the workspaces you select. Access is read-only.
read-only · agents never write back to your books
Your AI responds. Bea retrieves. You review.
- Bea retrieves permitted source data from the selected workspaces.
- Your AI destination interprets the request and prepares a response.
- You verify the records and make accounting decisions.
- Other agents are planned for payment and ecommerce data sources.
Retrieve the records. Keep the decision with the reviewer.
For an uncategorized-transactions review, Bea retrieves permitted records. Your AI groups them and drafts questions. The bookkeeper verifies the evidence, contacts the client, and decides whether to change QuickBooks.
Select workspacesChoose the authorized QuickBooks data for review.
Retrieve recordsBea returns permitted transaction details and source records.
Draft questionsYour AI groups uncategorized items and prepares a review list.
Verify and decideA person checks the evidence and handles any client follow-up or book changes.
Review Uncategorized Transactions Across QuickBooks Workspaces in Claude
Watch Bea retrieve the date, payee, amount, category, and source record for each item. Claude organizes the question list, while the reviewer decides what to ask and nothing changes in QuickBooks.
Watch on YouTubeRepeatable workflows, same permissions.
A Saved Skill makes a workflow repeatable by setting what to request and how to format the task. It adds no permissions. Bea still retrieves only authorized QuickBooks data; your AI uses it to prepare a response.
Bea is live. Other specialist agents are planned.
Bea handles QuickBooks today. Payment and ecommerce agents are planned; a source listing does not mean its specialist agent is available.
Payment and ecommerce agents are planned. They are not available yet.
Source access: QuickBooks supports read-only review. WooCommerce has a connection guide; check your workspace for connector and tool availability.
Research catalog: Xero, Stripe, and Square have data references. A research entry does not mean that its connector is enabled.
AI destination guides: Claude, ChatGPT, Grok, and Muse. Account eligibility and administrator approval depend on the destination. Browse connection guides.
Workspace controls: Unlimited workspaces, read-only permissions, Saved Skills, and activity history. Formal consolidation, FP&A, and additional specialist agents are separate from the current review workflow.
Common questions
Who is Bea?
Bea is MosoFin's accounting software agent. She retrieves authorized, read-only QuickBooks data for the workspaces you select.
What does Bea do when I ask a financial question?
Bea retrieves permitted QuickBooks data from the workspaces you select. Your connected AI destination interprets the request and presents the response.
Does Bea provide accounting advice or perform accounting review?
No. Your connected AI destination prepares a response from the retrieved data. Accounting checks, judgment, and approval remain with you.
How are MosoFin's financial data agents organized?
By data-source category. Bea covers accounting software (currently QuickBooks); separate payment and ecommerce agents are planned.
What financial data can Bea access?
Only data permitted for the selected workspace, through read-only tools.
Can Bea change QuickBooks data?
No. Bea's QuickBooks tools are read-only; they cannot create, update, delete, send, post, or pay.
Can Bea work across selected workspaces?
Yes. Select two or more authorized workspaces, and Bea retrieves permitted QuickBooks data from each for cross-workspace analysis.
What is a Saved Skill?
A Saved Skill is a reusable workflow or instruction for making the same type of request consistently. It can guide the information requested and task format, but adds no permissions and does not change Bea's role.
Are payment and ecommerce agents available now?
Not yet. Bea supports QuickBooks today. WooCommerce has a connection guide, but its specialist agent and payment agents are planned. Check Data sources for availability in your workspace.
Which agents are available now?
Bea is the available accounting software agent, currently supporting QuickBooks. Saved Skills support repeatable workflows.
Learn more: About MosoFin · How It Works · Security · Pricing
Facts last reviewed:
Start with Bea.
Start with a $0.99, 14-day trial. If you don’t cancel, your selected plan begins on day 15. Starter is $11.99/month; Builder is $23.99/month.