AI for Accountants & Bookkeepers

Query Client Financial Data in Seconds

CorpusIQ enables accountants and bookkeepers to pose questions about client financial data in natural language through connections to ChatGPT, Claude, and Perplexity, eliminating the need to run manual reports for aging reports, expense analysis, cash flow summaries, and invoice tracking.

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What You Can Ask About Client Financials

Every answer includes citations linking to the source records in QuickBooks.

→What are the top five unpaid invoices for this client?

→What is the current cash position?

→Which expense categories increased more than 20% last quarter?

→What is the outstanding accounts payable balance?

→Show the six-month gross margin trend.

→What are the largest vendor payments this quarter?

→Give me an accounts receivable aging breakdown.

→Compare quarterly revenue year over year.

How It Saves Time

Manual QuickBooks reports require 5 to 15 minutes per query: login, navigation, filtering, export, formatting. CorpusIQ queries take approximately 15 seconds. For practices managing 20 clients, this translates to significant weekly time savings. Each answer includes citations linking to source records in QuickBooks.

Method	Time per query	Sources cited
Manual QuickBooks report	5 to 15 minutes	None
CorpusIQ + ChatGPT	~15 seconds	Yes, every answer

Data Privacy for Client Data

QuickBooks remains the authoritative source. Direct MCP does not retain raw customer files or full connector response payloads; operational query text, tool-call metadata, and bounded outcome summaries may remain for up to 30 days.

Operation-specific authorization connections

Live retrieval · Scoped retention

Scoped direct-MCP processing

GDPR-aligned and SOC 2 aligned

QuickBooks remains the authoritative source

Direct MCP: raw customer files and full connector response payloads are not retained

Pricing

Plans start at $29.95 per month with all 40+ connectors included. 30-day free trial. Cancel anytime.

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Frequently Asked Questions

How much time does CorpusIQ save per client?

Time saved varies by client workflow and review requirements. CorpusIQ reduces repeated exports and dashboard navigation by answering cross-source questions in one cited response; compare your current close or reporting baseline against a trial run.

Can I use CorpusIQ for multiple clients?

Each CorpusIQ account connects to one QuickBooks instance. Multi-client practices benefit from isolated, secure connections per account. Enterprise options with multiple seats and centralized management are available.

Does CorpusIQ store client financial data?

Direct MCP does not retain raw customer files or full connector response payloads. Local AUDIT logs record raw query text and tool parameters plus bounded result summaries; the Azure Log Analytics workspace retains those logs for 30 days. Optional indexed search has a separate lifecycle. Authorized source context is sent to the selected AI client, whose plan and settings govern conversation handling.

Can CorpusIQ modify or delete QuickBooks data?

External-source QuickBooks retrieval operations are read-only. Separately named and annotated CorpusIQ control-plane tools may modify your CorpusIQ state. They do not modify connected business systems.

Connect QuickBooks and start answering client questions faster.

30-day free trial. Cancel anytime.