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CorpusIQ is now live in the ChatGPT app store.
Find CorpusIQ in ChatGPTConnector directory
Query invoices, expenses, cash flow, and vendor balances in plain English.
Real-time finance Q&A on QuickBooks: AR aging, vendor balances, P&L lines, and cash position from inside ChatGPT, Claude, or Perplexity.
Read-only access · 30-day free trial · Cancel anytime
Every question below pulls live data through the read-only connection and returns a cited answer with a link back to the exact record in QuickBooks.
CorpusIQ reads the QuickBooks accounts receivable aging report at query time and returns a ranked list of overdue invoices with the customer name, invoice number, days late, and outstanding balance. The connection is read-only OAuth, so CorpusIQ cannot modify the invoices or send collection emails on your behalf.
What are my top five unpaid invoices right now?
Ask in plain English how this month's revenue compares to last month. CorpusIQ pulls the relevant profit and loss data from QuickBooks for both periods and returns the delta with the underlying line items cited. No CSV export, no report navigation, no reformatting.
How does this month's revenue compare to last month?
CorpusIQ queries the expenses, bills, and vendor credits in QuickBooks across the period you specify and flags categories whose spend grew beyond a threshold. Use it to prep for monthly reviews, board meetings, or budget conversations without preparing the report by hand.
Which expense categories increased more than 20% last quarter?
Result: A ranked list of overdue invoices grouped by aging bucket, with the customer name and the dollar amount at stake on each row, ready to drive the week's collection calls.
Result: A side-by-side revenue comparison for the two periods, the absolute and percent delta, and the customers or product lines that contributed most to the difference.
The OAuth connection is read-only. Exact scope is enumerated below so there are no surprises after authorization.
Read the full security controls and pricing.
CorpusIQ ships 133+ skills that fire automatically when you query QuickBooks from ChatGPT, Claude, or Perplexity. Below is the subset that uses QuickBooks as a primary source.
How is my GHL performing this month
What is my team's utilization rate
Board meeting prep for next quarter
Draft the board update
Help me collect overdue payments
Which contracts are expiring soon?
Are all my connectors working?
Run a compliance check
Find all versions of the ACME contract
How healthy is my pipeline?
What is my pipeline looking like
My QuickBooks and Shopify numbers don't match
Combine QuickBooks with these for cross-source answers in a single question.
No. CorpusIQ uses read-only OAuth to query QuickBooks at the moment you ask a question. The data is held in memory long enough to compute the answer, then discarded. Customer data is not used for model training. Zero customer file storage. SOC 2 aligned. CASA Tier 2 certified by DEKRA.
No. The OAuth scopes CorpusIQ requests are read-only by design. CorpusIQ cannot create, modify, or delete invoices, payments, journal entries, customer records, or any other QuickBooks object. The only thing it can do is read the data you already have so you can ask questions of it.
Customers, vendors, and employees. Invoices, estimates, and payments. Expenses, bills, and vendor credits. Accounts receivable and accounts payable aging. Profit and loss, balance sheet, and cash flow reports. The connection is scoped to read-only access on these report surfaces and nothing beyond them.
ChatGPT, Claude, and Perplexity. CorpusIQ exposes one Model Context Protocol server that all three assistants connect to with the same OAuth credentials. Switch between the three assistants without reconnecting QuickBooks. The same questions return the same source-cited answers across them.
30-day free trial. Cancel anytime.