Choose a review, check the supporting records, and decide what needs follow-up.
Choose a financial reviewOne question. Authorized records. A source-linked result ready for a person to review.
Illustrative workflow data. Production answers use only sources and workspaces you authorize, subject to connector availability.
ClaudePreview only · follow-up chat is available in MosoFin.
Bring the accounting and payment context into one review surface, then keep every entity, currency, and source record visible. MosoFin prepares the comparison; a person decides what needs follow-up.
MosoFinConnect your books to MosoFin, then use a supported AI destination to review the permitted data. Your workspace and source permissions stay with MosoFin.
Use these guides to investigate a balance, explain a change, or repeat a reviewed method.
Choose a workspace in MosoFin, copy a starting prompt, and adapt the period or materiality threshold to your review.
Review this workspace for unusual expenses, uncategorized transactions, overdue invoices, and material month-over-month changes. Group findings by entity, cite the available source records, flag missing information, and do not change the source system.
Compare revenue, gross margin, operating expenses, and cash across the selected entities. Keep every entity separate, explain the largest changes, cite the available source records, and do not create a consolidated total.
Run the monthly client review for this workspace. Summarize material findings, list open questions, cite source records, and prepare a plain-language draft for the accountant to review before sharing.
Review open invoices by aging band, flag material overdue balances, show the customer and invoice source for every item, and draft follow-up notes. Do not contact customers or change invoice records.
Choose a workflow based on whether you are reviewing selected entities, serving separate clients, or need formal multi-entity reporting controls.
WorkflowFind posted exceptions, trace each source record, and prepare a clean question list without changing or combining the books.
Open workflow →
WorkflowBuild a reviewable forecast artifact from authorized QuickBooks data with visible assumptions, backtesting, and human approval.
Open workflow →
WorkflowReview authorized company data across the entities or workspaces you deliberately select.
Open workflow →WorkflowKeep client workspaces separate while using a consistent, reviewed method across a portfolio.
Open workflow →
WorkflowUnderstand when a read-only cross-workspace review fits and when formal consolidation is required.
Open workflow →Client work needs separate permissions, clear source scope, and an accountable reviewer. Explore the available connection guides, then choose the workflow that fits the question.
Use Claude for client financial review without giving it control of the books.
Understand the MosoFin connection, permissions, and read-only data boundary.
Set up MosoFin as a custom MCP connector and confirm the QuickBooks workspaces you are authorized to review.
Watch the 20-second connection flow from Claude to an authorized, read-only financial workspace.
Explore →Watch a reviewed P&L variance method become a Saved Skill and run again with current authorized data.
Explore →See which financial data tools are allowed, which operations stay blocked, and how workspace activity is recorded.
Explore →A practical web checklist for scope, report validation, investigation, and follow-up ownership.
Explore →Prepare a source-linked QuickBooks exception list in Grok, then hand the review to a person.
Explore →Choose among reporting suites, consolidation systems, AI platforms, and a conversational review workflow.
Explore →Explore finance terms, cited guides, and review workflows.
Explore →Read practical guides for reporting, bookkeeping review, multi-client work, and cash flow.
Explore →Use open, read-only starting prompts for P&L, cash, A/R, multi-client, and selected-company review.
Explore →
