QB Assistant — Claude AI for QuickBooks Online

AI that thinks like an accountant

QB Assistant connects Claude AI — your assistant Quin — to QuickBooks Online so you can ask questions about your finances in plain English and get accurate, streaming answers grounded in your real data.

What you can do

• Chat with Quin about your QuickBooks data with streaming responses
• Export 10+ QuickBooks reports (P&L, Balance Sheet, A/R & A/P Aging, General Ledger, Trial Balance) as CSV or PDF
• Run an 8-category QuickBooks financial health scan with an overall health score
• Use banking & reconciliation tools, including bank reconciliation and cleared-check review
• Run IOLTA three-way trust reconciliation for law firms
• Schedule automated recurring analyses (daily, weekly, monthly)

Who it's for

Small business owners who want clean books and clear answers, and law firms that need IOLTA trust-account compliance.