Multi-entity QuickBooks review without consolidating the books
Select the companies you are authorized to review, compare profit, cash, invoices, or expenses, and check the source records behind each answer. MosoFin keeps the review read-only.
The example uses Claude and QuickBooks. WooCommerce has a connection guide; Xero, Stripe, and Square are research entries. AI destination setup and source availability depend on the account.
Built for a broader financial-data workspace.
AI destinations: Claude, ChatGPT, Grok, and Muse.
Financial source catalog: QuickBooks, Xero, Stripe, Square, and WooCommerce. See Connections for setup guides and data references; a catalog entry does not guarantee availability in every plan or workspace.
Know which books are in the answer
A comparison is useful only when the entities, periods, accounting basis, and source records are clear.
Select the companies
A cash or expense question should use only the entities the reviewer is authorized to inspect.
Keep the basis visible
Label each entity, period, accounting basis, and missing source before comparing the figures.
Repeat the checks
Save a useful review method so the next period uses current records and the same questions.
Review selected entities step by step
Set the scope, ask a specific question, and check the records before using the comparison.
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Organize the entities
Put related QuickBooks entities in one workspace, or use separate workspaces when permissions and activity history must differ.
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Select the scope
Choose only the authorized workspaces and connected entities needed for this question.
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Ask for a comparison
Name the period, accounting basis, entities, and metric or change to explain.
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Check the records
Inspect each entity’s figures and source records. Save the method as a Saved Skill only after review.
Use this prompt
Set the reporting period and select only the workspaces you are authorized to review before you run it.
Use MosoFin in read-only mode to compare the selected authorized entities or workspaces for [period]. State the entities, sources, and accounting basis included. Show [metric or question] for each entity separately, explain material differences with supporting source records, and flag missing or inconsistent data. Do not combine totals unless I ask; if you do, label the result as a comparison, not a consolidated statement. Do not change source records.When MosoFin is a good fit
- You compare profit, cash, revenue, expenses, invoices, or bills across authorized entities.
- Clients or companies need separate permissions and activity history.
- You need to check the records behind an entity-level difference.
- You want to reuse the review steps with current data.
- Formal consolidations with eliminations, currency translation, and reconciliation controls.
- A dedicated reporting package, dashboard, board pack, or driver-based forecasting model.
- Write-back accounting, payments, payroll, tax filing, or system-of-record controls.
Go deeper when the job changes.
Questions, answered directly.
What is a multi-entity financial workspace?
In MosoFin, an authorized reviewer can compare selected companies while keeping each entity, period, and source record visible. The read-only review does not produce a consolidated statement.
Can MosoFin analyze more than one company?
Yes. A workspace can hold up to five authorized QuickBooks entities. You can also select multiple authorized workspaces for a cross-workspace question. Keep client boundaries explicit when choosing the scope.
Is multi-entity analysis the same as financial consolidation?
No. MosoFin can compare selected entities but does not perform intercompany eliminations, currency translation, or the reconciliation needed for formal consolidated statements.
Which business data sources are available?
MosoFin publishes connection guides for QuickBooks and WooCommerce. Xero, Stripe, and Square are research entries, not guarantees of an enabled connector. Availability depends on the plan and workspace.
Keep the data scoped. Make the review repeatable.
MosoFin is a read-only financial data workspace. You decide which authorized workspaces and connected sources are selected for each review.