Read-only financial data access with workspace-scoped controls.
MosoFin uses permission-scoped, read-only QuickBooks access. Each workspace maintains its own permissions and activity history and may connect up to five authorized QuickBooks entities from the same data-source type within that workspace. MosoFin can read permitted financial data for the selected workspace or workspaces, but it does not provide tools that create, update, delete, send, post, pay, or otherwise change data in QuickBooks.
What holds on every call.
Read-only
MosoFin's QuickBooks tools are read-only. No approved tools write changes back to QuickBooks.
Selected workspaces
Users must select authorized workspaces for analysis. Requests read only those workspaces' permitted data.
Tool by tool
Workspace permissions control which tools and data are available — enable, gate, or disable each one.
Activity history
Each workspace keeps its own history of relevant tool and permission activity, traceable to its task.
You set what each agent can call.
all tools are read · no write tools exist
Trace relevant activity to its task.
How connected financial data is protected.
MosoFin applies industry-standard security practices for connected financial data, including encrypted data transport, least-privilege workspace access, credential lifecycle controls, and documented access revocation and deletion procedures.
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.
Available now: Claude, QuickBooks, unlimited workspaces, up to five authorized QuickBooks entities from the same data-source type within each workspace, selected cross-workspace analysis, Bea as the accounting software agent, read-only permissions, Saved Skills, and activity history.
Planned or pending: ChatGPT and other LLM platforms, Shopify, Stripe, PayPal, Square, membership access, payment and ecommerce agents, other specialist agents, consolidation workflows, and FP&A workflows.
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].
What security practices protect connection credentials and financial data?
MosoFin applies industry-standard security practices for connected financial data, including encrypted data transport, least-privilege workspace access, credential lifecycle controls, and documented access revocation and deletion procedures.
Learn more: About MosoFin · How It Works · MosoFin in Claude · Pricing
Facts last reviewed:
Read-only access. Workspace-scoped control.
Try any available plan for 14 days for $0.99. Unless canceled before the trial ends, it renews automatically at the selected plan's monthly price. The current one-source QuickBooks plan is $5.99 per month and includes unlimited workspaces.