Specialized data source agents for accounting, payments, ecommerce, and more.
Bea is MosoFin's current accounting software agent and is currently responsible for the QuickBooks connection. When a user asks Claude for financial data, Bea retrieves only the permitted QuickBooks data from the selected workspace or workspaces and returns it to Claude. Claude interprets the request and presents the response; Bea does not independently perform accounting review or change the underlying books. MosoFin's broader agent system is organized by data-source category, with separate payment and ecommerce agents planned for their respective data sources.
Bea · Accounting software agent
Hi, I'm Bea.
live nowI retrieve your authorized QuickBooks data — P&L, balance sheet, cash flow, chart of accounts, invoices, and journal entries — read-only, for the workspaces you select, so Claude can help you review, analyze, and explain it.
read-only · agents never write back to your books
Claude reasons. Bea retrieves. You review.
- Bea is responsible for the accounting-software data connection and retrieves data only through tools permitted for the selected workspaces.
- Claude handles the user's conversational request, reasoning, and response; Bea supplies the authorized source data Claude requests.
- You keep accounting review, judgment, and approval. Bea does not independently perform bookkeeping checks, accounting review, or financial approval.
- Financial data agents is the umbrella category for accounting software, payment, ecommerce, and future specialist agents. Bea is the accounting software agent, not the name for every MosoFin agent.
Repeatable workflows, same permissions.
A Saved Skill is a reusable, saved workflow or instruction that helps Claude make the same type of request consistently. A Saved Skill can tell Claude what information to request and how to structure the task, but it does not grant new permissions or change the source agent's responsibility. Bea still retrieves only authorized QuickBooks data; Claude uses the data and the Saved Skill to produce the response.
Bea is live. Other specialist agents are planned.
MosoFin organizes specialist agents by data-source category — accounting software today, with payment and ecommerce agents planned for their respective data sources. Planned agents are not live and ship only alongside their supported sources.
Payments, banking, ads, payroll, tax and more — each arriving with your skills built in.
Available now: Claude, QuickBooks, unlimited workspaces, up to five authorized QuickBooks entities from the same data-source type within each workspace, selected cross-workspace analysis, Bea as the accounting software agent, read-only permissions, Saved Skills, and activity history.
Planned or pending: ChatGPT and other LLM platforms, Shopify, Stripe, PayPal, Square, membership access, payment and ecommerce agents, other specialist agents, consolidation workflows, and FP&A workflows.
Common questions
Who is Bea?
Bea is MosoFin's accounting software agent. She is currently responsible for the QuickBooks connection and retrieves authorized, read-only QuickBooks data for the selected workspace or workspaces.
What does Bea do when I ask Claude a question?
When a user asks Claude for financial data, Bea retrieves only the permitted QuickBooks data from the selected workspace or workspaces and returns it to Claude. Claude interprets the request and presents the response.
Does Bea provide accounting advice or perform accounting review?
No. Bea does not independently perform bookkeeping checks, accounting review, or financial approval. Claude prepares the response using the data Bea retrieves, and professional review stays with the user.
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 for their respective data sources.
What financial data can Bea access?
Only the authorized QuickBooks data permitted for the selected workspace or workspaces, through read-only tools.
Can Bea change QuickBooks data?
No. Bea's tools are read-only. MosoFin has no tools that create, update, delete, send, post, or pay through QuickBooks.
Can Bea work across selected workspaces?
Yes. When you explicitly select two or more authorized workspaces, Bea retrieves the permitted QuickBooks data from each selected workspace for cross-workspace analysis.
What is a Saved Skill?
A Saved Skill is a reusable, saved workflow or instruction that helps Claude make the same type of request consistently. It can tell Claude what information to request and how to structure the task, but it does not grant new permissions or change Bea's responsibility.
Are payment and ecommerce agents available now?
Not yet. Payment and ecommerce agents are planned and will be introduced alongside their supported data-source categories.
Which agents are available now?
Bea, the accounting software agent, currently supporting QuickBooks. Saved Skills are also available for repeatable workflows.
Learn more: About MosoFin · How It Works · Security · Pricing
Facts last reviewed:
Start with Bea.
Try any available plan for 14 days for $0.99. Unless canceled before the trial ends, it renews automatically at the selected plan's monthly price. The current one-source QuickBooks plan is $5.99 per month and includes unlimited workspaces.