Investigate a change
Ask why profit, cash, revenue, expenses, receivables, or payables changed. Specify the period and workspace scope, then follow the answer back to the relevant QuickBooks records.
Works inside Claude
Review QuickBooks data in Claude with MosoFin.
Claude handles the conversation. MosoFin provides read-only QuickBooks data from the workspaces you authorize. Select the relevant workspace, ask a question, and check the answer against its source records.
One-time setup
Connect Claude to MosoFin in three steps.
01
Add MosoFin to your AI platform
Follow the connection guide for your chosen AI destination.
02
Sign in to MosoFin
Authorize QuickBooks separately in each workspace you want to review.
03
Select a workspace and ask
Use its authorized data and Saved Skills in the connected AI platform.
Claude · Connectors
⛁ MosoFin
MosoFin
connected acme-beauty workspace · your role
Add
Add
Claude account required. Anthropic bills Claude separately and controls its plans, connector eligibility, retention settings, and usage limits.
Connection walkthrough. Watch the 20-second MosoFin-to-Claude connection flow before the full QuickBooks setup tutorial.
Ask about your books
Review the answer. Save useful steps for next time.
Claude ⛁ MosoFin
"detect any anomalies in my financial data"
MosoFinchecking transactions and trends…
Anomaly detected found ✓
Software expenses rose sharply in April compared with the prior three-month average.
runs under your MosoFin permissions
If a Saved Skill exists
Claude finds it and Bea retrieves the data
Bea retrieves QuickBooks data only for the authorized workspaces you select. Claude returns the analysis in chat for you to review.
If it doesn't yet
Review the result, then choose whether to save the method
Claude helps clarify the request and prepare the review. After you see the result, it asks whether and where to save the steps as a Saved Skill.
See the full workflow → Financial work in Claude
Move from a financial question to a reviewed draft.
Ask what changed, where it changed, and over which period. Check the figures and source records before sharing a draft.
Review exceptions across selected workspaces
Choose the authorized entities or client workspaces, ask for the same check across each one, and keep each result labeled by workspace and entity. MosoFin does not silently blend separate clients.
Prepare a management draft
After reviewing the analysis, ask Claude to organize the findings as a memo, table, workbook, or presentation draft. Validate the numbers, calculations, and conclusions before sharing it.
Watch the MosoFin Short
Claude Built My Multi-Entity Sales Deck—No Manual PowerPoint
See Claude prepare a management draft from selected-workspace data. Validate every figure, calculation, source, and conclusion before using the slides. A combined analytical view is not a formal consolidated financial statement.
Watch on YouTube Every Claude request uses the same access controls:
Skill visibilityConnector accessUsage limitsRead-only · never writesActivity history
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.
FAQ
Common questions
How does MosoFin connect to Claude?
Add MosoFin to Claude's connectors and sign in. Connect QuickBooks separately in the MosoFin workspace you want to review. Access stays scoped to your authorized workspaces and remains read-only.
What does Claude provide and what does MosoFin provide?
Claude provides the conversation and reasoning environment. MosoFin provides the selected financial data workspaces, source-specific data agents such as Bea, permission-scoped read-only QuickBooks tools, Saved Skills, and activity history.
Is Claude included in the MosoFin subscription?
No. A Claude account is required and is billed separately by Anthropic. MosoFin does not control Claude's plans, model availability, connector eligibility, retention settings, or usage limits.
Which Claude plans can use the required connection?
Claude plan and connector eligibility are controlled by Anthropic and can change. Check Anthropic's current documentation for which Claude plans support the required MCP connection.
Does MosoFin have other AI destination guides?
Yes. The connection directory includes Claude, ChatGPT, Grok, and Muse. This page covers the Claude setup; each other destination has its own guide and account requirements.
Learn more: Claude for accountants · QuickBooks MCP for Claude · How It Works · Security · Pricing
Facts last reviewed:
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Bring MosoFin into Claude.
The 14-day trial has a one-time $0.99 activation fee. Unless you cancel first, billing starts on day 15. Starter is $11.99/month; Builder is $23.99/month.