AI for Accountants and Bookkeepers: Query Client Data in Seconds
CorpusIQ connects QuickBooks Online to Claude and ChatGPT so accountants and bookkeepers can ask questions about client financial data in plain English. Pull aging reports, expense breakdowns, cash flow summaries, and invoice status without logging into QuickBooks or running a single manual report.
What You Can Ask About Client Financials
- What are the top five unpaid invoices for this client?
- What is their current cash position?
- Which expense categories increased more than 20 percent last quarter?
- What is the outstanding accounts payable balance?
- What was the gross margin trend over the last six months?
- Which vendors received the largest payments this quarter?
- What is the accounts receivable aging breakdown?
- How does this quarter's revenue compare to the same quarter last year?
How It Saves Time
Running a manual QuickBooks report takes five to fifteen minutes: log in, navigate to the report, set filters, export, format. Asking CorpusIQ through ChatGPT takes fifteen seconds. For a practice with twenty clients, that compounds to hours saved every week.
Every answer includes a citation linking to the source record in QuickBooks. Verify any data point in one click.
Multi-Client Use
Each CorpusIQ account connects to one QuickBooks instance. For multi-client accounting practices, each client connection is isolated and secure. For team and enterprise options with multiple seats and centralized management, see CorpusIQ Enterprise.
Data Privacy for Client Data
Accountants handle sensitive client PII and financial data. CorpusIQ is built for this level of responsibility. Read-only OAuth connections. Zero data storage. Ephemeral query processing. GDPR-aligned practices. SOC 2 compliant architecture. Instant access revocation with timestamped audit receipts.
Your clients' data never leaves QuickBooks. CorpusIQ queries it live and discards the context immediately after returning the answer.
Pricing
Plans start at $19.95 per month with all 23+ connectors included. 30-day free trial, no credit card required. View pricing details.
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