Talk to your books.
Caribooks connects QuickBooks Online to Claude and ChatGPT. Ask questions, but more importantly delegate the work: invoices, estimates, expenses, journal entries, your assistant creates and files them for you.
Balance sheet, A/R aging, journal entries. No developer account, nothing to install.
→ Your accounting data is never stored on our servers.
“Create the invoice” · “File the receipts” · “Chase the overdue invoices” · “Draft the estimate” · “Pull the balance sheet” · “Record the payment”
Watch it work
Which invoices are overdue? Politely chase the ones past 30 days.
Three invoices are overdue, totalling $9,542.95:
| Harbor Bakery | $2,450.00 | 32 d |
| Lakeside Dental | $4,892.95 | 45 d |
| Northgate Fabrication | $2,200.00 | 61 d |
I drafted a reminder tuned to each one: courteous for the first two, firmer for Northgate (61 days). Send them?
Yes, send them.
✓ Three reminders sent.
Ask anything…
↑Works alongside your other Claude connectors, like Gmail, Outlook and Calendar.
Asking is good. Delegating is better.
Reads answer your questions. Writes do the work for you. A sample of the 209 tools:
Assistant access
Read→ The assistant reads your books; nothing changes.
Ask
Read- →Profit and loss
- →Balance sheet
- →Aged receivables
- →Aged payables
- →Trial balance
- →Cash flow
- →General ledger, budget vs actuals, tax summary
- →Any report by class, location, customer or period
- →Search: customers, invoices, expenses, entries…
Delegate
Write- →Create and update invoices
- →Record incoming payments
- →Draft estimates
- →Enter vendor bills and pay them
- →File and categorize expenses
- →Post journal entries
- →Create customers, vendors and items
- →Issue credit memos and refunds
- →Budgets, recurring templates, transfers, card payments
- →Send, void or delete, always on confirmation
Three moves
Connect QuickBooks
One click, the standard Intuit authorization. No developer account, nothing to install.
Add to Claude or ChatGPT
A prefilled install link. Two minutes, stopwatch in hand.
Ask, delegate
A balance sheet, three invoices to create, receipts to file: in English or French.
Your numbers just pass through.
Caribooks stores none of your accounting data, and your books don't feed model training: Anthropic excludes connector data from training, and one setting covers the rest on ChatGPT. Their published policies say so in black and white, links included.
“What do you keep?”
Three things: your account email, your company names and your QuickBooks tokens, AES-256 encrypted and hosted in Canada (AWS Montréal region). The token is what connects your QuickBooks to your assistant: the access key Intuit issues when you connect a company, never your password. It only opens your books, and you can revoke it at any time. Your accounting data itself flows encrypted from QuickBooks to your assistant, and none of it stays with us.
“Does Claude train on my books?”
No. Anthropic excludes connector content, including MCP servers like Caribooks, from model training: on every plan, free included, whatever your settings.
Anthropic's policy ↗“What about ChatGPT?”
Not on Business, Enterprise or Edu plans. On a personal account, turn off “Improve the model for everyone” under Settings → Data Controls, and your conversations are no longer used for training.
OpenAI's policy ↗“Who can write to my books?”
No one, until you enable write access, company by company. Every delete requires a confirmation.
“How is this different from the official QuickBooks connector?”
The official connector handles the sales side: invoices, estimates, payment links, customers, plus a profit and loss and a cash flow statement. That is where it stops, and Intuit says as much in its own documentation. Caribooks reaches the rest of the ledger: balance sheet, trial balance, general ledger, receivables and payables aging, vendor bills, expenses, journal entries. Thirty-five reports, across as many company files as you connect. Intuit does publish a developer version that goes deeper, but it runs on your own machine and wants an Intuit developer app and an OAuth callback before it will start. Caribooks gives you that depth with the one-click setup.
The full comparison →Read before you connect
Three pages to choose with your eyes open, including the cases where something else will serve you better.
Simple pricing
$39
per company / month
→ Free 14-day trial, no credit card required
→ $29 per company from 10 companies
Your bookkeeping assistant starts today.
$39 per company per month · free 14-day trial, no card
