Read-only QuickBooks access, scoped to each workspace.
Each workspace has its own permissions and activity history. MosoFin reads authorized data from the workspaces you select and has no tools that change QuickBooks records.
How each request is scoped.
Read-only
MosoFin exposes no QuickBooks tools that write changes to the books.
Selected workspaces
Users must select authorized workspaces for analysis. Requests read only those workspaces' permitted data.
Tool by tool
For each connected company, owners can enable a read tool, require permission, or turn it off.
Activity history
The activity feed shows tool calls and policy changes for the workspace.
You set what each agent can call.
These tools read data; none writes to QuickBooks.
Trace relevant activity to its task.
How connected financial data is protected.
MosoFin uses encrypted data transport, least-privilege workspace access, and credential lifecycle controls. Its procedures document how to revoke access and request deletion.
This describes MosoFin's security practices; it is not a claim of certification or independent audit. For data-handling questions, contact [email protected] or see the privacy policy.
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
Can MosoFin write to or change QuickBooks data?
No. MosoFin uses permission-scoped, read-only QuickBooks access. It has no tools that create, update, delete, send, post, pay, or otherwise change data in QuickBooks.
How are permissions scoped to a workspace?
Each workspace maintains its own permissions and activity history. Workspace permissions control which tools and data are available, and each workspace can connect up to five authorized QuickBooks entities from the QuickBooks data-source type.
What happens when multiple workspaces are selected?
MosoFin can read the permitted financial data for each selected authorized workspace. Cross-workspace analysis applies only to the workspaces you explicitly select.
What financial data does MosoFin store?
MosoFin reads permitted QuickBooks data on demand through read-only tools. For current data-handling details, including storage and retention, see the privacy policy or contact [email protected].
How can a user revoke access or request deletion?
You can disconnect a QuickBooks connection from its workspace at any time. For access-revocation help or account and data-deletion requests, contact [email protected].
Learn more: About MosoFin · How It Works · MosoFin in Claude · Pricing
Facts last reviewed:
Review financial data with read-only access.
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