Use Claude for client financial review—without giving it control of the books.
MosoFin brings authorized QuickBooks data into a permission-scoped Claude workflow. Ask what changed in profit, cash, receivables, payables, or expenses, follow up in the same conversation, and keep the reviewed method for next month.
Available now: Claude with live QuickBooks data. A Claude account is required and billed separately by Anthropic. Planned: Shopify, Stripe, PayPal, Square, and CRM connections.
Built for a broader financial-data workspace.
Available now: MosoFin works in Claude with live QuickBooks data.
Planned: Shopify for commerce data; Stripe, PayPal, and Square for payment data; and CRM connections for customer and pipeline context. Planned sources are not available until released and verified.
Client review should not begin with rebuilding the same question.
When every client has a different context, speed comes from a clear review method—not from skipping the period, scope, support, or professional judgment behind the answer.
Every client needs a separate boundary
Permissions, source data, and activity history should stay scoped to the workspace and client selected for the review.
The client asks the follow-up after the report
A static report can show a change. A conversational review makes it easier to investigate the next sensible question in context.
A useful method should survive month-end
When a review method is approved, retain the instruction as a Saved Skill while the next run uses current authorized data.
A Claude workflow designed for accountant-led review.
The assistant supports the review; it does not replace the roles, controls, or judgment that belong to the finance professional.
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Create or select the client workspace
Use a separate workspace where the client needs its own permission boundary and activity history.
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Choose the authorized source scope
Select the workspace or workspaces relevant to the question. MosoFin reads only permitted connected data in that scope.
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Ask a clear financial question in Claude
Name the reporting period, accounting basis, comparison, and client decision or explanation that needs review.
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Inspect, approve, and reuse
Review the answer and supporting records. Save a suitable workflow as a Saved Skill, while keeping client communication and approval with your team.
When MosoFin is a good fit for an accounting practice
- You review QuickBooks data across selected clients or related entities in Claude.
- You need separate workspaces, permission boundaries, and activity history for client work.
- You want to ask and follow up on financial questions rather than maintain a dashboard for every review.
- You want repeatable review instructions without giving an AI tool write access to the books.
- Unsupervised bookkeeping, accounting approval, tax filing, or client communications.
- Formal consolidation, audit procedures, forecasting models, or a complete practice-management platform.
- Any workflow that needs to post, pay, invoice, reconcile, or otherwise write to QuickBooks.
Go deeper when the job changes.
Questions, answered directly.
Can accountants use MosoFin with Claude?
Yes. MosoFin currently works in Claude. Accountants can use permission-scoped workspaces to review authorized QuickBooks data for a selected client or entity, ask follow-up questions, and preserve a repeatable review instruction as a Saved Skill.
Does MosoFin replace an accountant’s review?
No. Claude provides the conversation and reasoning environment, and Bea retrieves authorized source data. Accounting judgment, review, approval, and communication with the client remain with the user.
Can MosoFin change a client’s QuickBooks data?
No. MosoFin’s current QuickBooks tools are read-only. They do not create, update, delete, post, send, pay, or otherwise alter QuickBooks records.
Keep the data scoped. Make the review repeatable.
MosoFin is a read-only financial data workspace in Claude. You decide which authorized workspaces and connected sources are selected for each review.