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One MCP connection. Full QuickBooks context. No more report exports — just ask.
Stop running QuickBooks reports and exporting CSVs every time someone needs a number. Ask your AI agent for P&L summaries, cash flow status, outstanding invoices, expense breakdowns, and vendor payment history — answered directly from your live QuickBooks data.
Your AI agent reads harmonized data across 500+ platforms. "Cost" in Google Ads and "spend" in Meta Ads resolve to the same field automatically.
Create invoices, record expenses, apply payments, and categorize transactions — all through natural language. Handle routine QuickBooks data entry in seconds instead of navigating menus.
250+ governance rules enforce naming conventions, budget limits, and KPI thresholds. SOC 2 Type II certified.
Track cash flow thresholds, overdue invoices, and unusual expense patterns automatically. Get AI-powered alerts before a cash flow squeeze or an uncategorized expense becomes a month-end problem.
Automated weekly reports, anomaly flagging, and budget alerts — all from a single conversation. No more morning check-ins across 5 dashboards.
Create invoices, record expenses, apply payments, and categorize transactions — all through natural language. Handle routine QuickBooks data entry in seconds instead of navigating menus.
Every phase runs through the same MCP connection. One protocol, all platforms, full governance. No switching between tools.
Finance and accounting teams spend the first week of every month running the same set of QuickBooks reports — P&L, balance sheet, A/R aging, A/P aging — exporting them, reformatting them for leadership, and sending them to the right people. The process is identical every month, yet remains entirely manual. A single report request from a department head mid-month means starting the whole export cycle over again.
Ask your AI agent for any financial report on demand. It queries QuickBooks directly, applies the right date ranges and filters, and returns a formatted summary in plain language — eliminating the export-and-reformat cycle for routine financial visibility requests.
Small and mid-size businesses lose an average of 14 hours per month chasing overdue invoices. The process involves identifying which invoices are overdue in QuickBooks, looking up the customer's contact information, drafting a follow-up email that's polite but firm, and tracking whether they responded. Done manually, this task feels like a chore that gets deferred — which makes the overdue balance worse.
Your AI agent identifies all overdue invoices, groups them by aging bucket, drafts personalized follow-up messages for each customer, and can send them directly — or prepare them for your review. One prompt handles what used to take an afternoon.
QuickBooks users frequently miscategorize expenses — especially when multiple people have data entry access. A software subscription categorized as 'office supplies' in January is wrong every month it stays there. By year-end, the P&L has accumulated enough miscategorizations to distort budget-vs-actual analysis. Fixing them requires a manual audit of hundreds of transactions.
Ask your AI agent to audit QuickBooks expenses for likely miscategorizations. It identifies transactions whose amounts, vendor names, or descriptions are inconsistent with their assigned categories — and suggests corrections in bulk, ready for your approval.
Same MCP connection, different workflows for every team member. Agency CEOs get portfolio health. Media Strategists get campaign QA. Analysts get cross-platform reports. Account Managers get auto-generated QBR decks. Creative Directors get performance-based briefs.
Each role asks in natural language. The MCP server handles the complexity — rate limits, auth, schema normalization, governance — behind the scenes.
QuickBooks MCP is a Model Context Protocol server that connects your QuickBooks Online account to AI agents like Claude, ChatGPT, and Gemini. It lets you query financial data, generate reports, manage invoices and expenses, and monitor cash flow — all in natural language, without logging into QuickBooks.
Invoices, customers, vendors, expenses, payments, bank transactions, accounts, P&L reports, balance sheet data, A/R and A/P aging, and tax records. The AI agent can query individual records or generate aggregate financial summaries using the QuickBooks Online REST API.
Both. Read operations include querying financial records and generating reports. Write operations include creating invoices, recording payments and expenses, applying credits, and updating transaction categories. Permissions are controlled by your QuickBooks OAuth scope.
Improvado MCP currently supports QuickBooks Online, which is accessible via the standard QuickBooks Online REST API. QuickBooks Desktop (self-hosted) requires a separate integration approach. Contact Improvado if you need Desktop support.
Yes. Improvado stores QuickBooks OAuth tokens in an encrypted vault certified to SOC 2 Type II. The AI agent never accesses your credentials directly. Financial data passes through Improvado's secure proxy and is never stored beyond the duration of your query.
Under 2 minutes. Authenticate with QuickBooks Online OAuth, approve the requested data access scopes, and add the MCP server URL to your AI agent config. Improvado users with QuickBooks already connected can start querying immediately.
Connect your data to an AI agent in under 60 seconds. The closed loop starts with one conversation.
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