Set up a separate financial workspace for each client or entity.
Connect QuickBooks with read-only access, choose the workspaces for a question, and ask in a supported AI app. Review the source records, then save steps you want to reuse.
New to this? Read our guide on repeatable QuickBooks report workflows →
Connect your AI destination and QuickBooks.
Choose an AI destination
Choose Claude, ChatGPT, Grok, or Muse. Each platform has its own account requirements and setup guide.
Add the MosoFin MCP server
Follow the guide for your destination and sign in to MosoFin. Access remains scoped to your workspaces, role, and limits.
Authorize QuickBooks
Connect QuickBooks in the MosoFin workspace you want to use. Then ask about its data in your AI app.
Four steps from workspace to answer.
- 1
Create or select the workspace
Choose the workspace for the client, business, or related entities you want to review.
- 2
Confirm QuickBooks access
Check which QuickBooks entities are authorized in that workspace. Each workspace has its own connection and permissions.
- 3
State the request
Name the period, comparison, and format you need. Select more workspaces if the question spans clients or entities.
- 4
Review the answer
Check reports, records, calculations, and activity. Save the steps as a Saved Skill if you want to repeat the review.
Build the review once. Reuse the steps next time.
Your AI destination walks you through it
Run the Saved Skill again
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
How are workspaces and entity limits organized?
Every plan includes unlimited workspaces. Each workspace keeps its own permissions and activity history and can connect up to five authorized QuickBooks entities. Limits for other sources depend on their availability and your plan.
Can I select more than one workspace?
Yes. Select two or more authorized workspaces for cross-workspace analysis. This is not a formal financial consolidation workflow.
Can MosoFin change the books?
No. MosoFin uses read-only access and has no tools that create, update, delete, post, send, or pay through QuickBooks.
Can I save a Skill for reuse?
Yes. After reviewing a result, you can choose to save the method to MosoFin, Claude, or both. A Saved Skill does not grant new permissions or change which data MosoFin can read.
Learn more: About MosoFin · Security · Pricing · MosoFin in Claude
Turn one answer into a Saved Skill.
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.