AI for finance and accounting: the close, the cash, and the audit trail in one chat.
Connect QuickBooks, Stripe, Shopify, Google Sheets, Gmail, and your databases through read-only connectors. Ask about the month-end close, reconciling QuickBooks against Stripe, or where the cash actually sits, in plain language, and get cited answers. No exports. No pivot tables. No SQL.
Read-only access. 30-day free trial. Cancel anytime.
- Only reads your data. Never changes it.
- Checked by an outside auditor
- CorpusIQ does not train models on customer data
- Works with ChatGPT, Claude, Perplexity and Slack
Claude
quickbooks.reports
stripe.balance
google_sheets.valuesAnswer, across every accountCash sits in three places today. Operating covers about seven weeks of spend at the current rate. Two Stripe payouts settled overnight and are not in the ledger yet. The biggest open swing is one receivable past 60 days.
QuickBooksStripeGoogle SheetsIllustrative example. Not real business data.
Every system keeps its own version of the numbers. Yours is the only one that has to match.
QuickBooks says$84,210Revenue booked this monthStripe says$81,940Settled to the bank this monthGoogle Sheets says$79,505The number carried in the summary sheetThe close waits on separate systems.
Invoices in QuickBooks, settlements in Stripe, orders in Shopify, the rest in spreadsheets. The numbers only meet when a person exports them.
Settlements never match the sales.
Fees, refunds, and payout timing mean the deposit is never the invoice total. The gap gets parked in a holding line and investigated later.
Cash position takes three exports and a spreadsheet.
By the time it is assembled, the balance has moved, and the question has moved on with it.
Audit prep is days of building trails.
A reviewer asks one simple thing: show how this number was built. The evidence lives in four different tools, and nobody wrote the trail down.
Every records request starts a document hunt.
Backup for one payment, a support file, a discovery request: all of them end in someone digging through Google Drive, Dropbox, and email for the source document.
The finance stack, read directly.
CorpusIQ reads the ledger, the payment processor, the storefront, the spreadsheets, the documents, and the databases your records live in. Access is read-only external-source retrieval: it can read the numbers, and it cannot write, change, move, or delete anything in a connected system.
QuickBooksStripe
Shopify
SHOPLINE
eBay
Odoo
HubSpot
GmailGoogle Sheets
Google Drive
Dropbox
OneDriveSharePoint
Airtable
PostgreSQL
SQL ServerDatabaseODBCAsk these before the next close.
Straight questions from a small finance team: the close, the cash, the reconciliation. Every answer comes back cited, so the number can be checked before anyone else asks about it.
- “What is our cash position across every account right now?”
- “Which invoices are unpaid past 30 days, and who owes the most?”
- “Why do last month's Stripe payouts not match the deposits in QuickBooks?”
- “Which expense categories grew the most last quarter, and which vendors drove it?”
- “Which Shopify payouts are missing from our QuickBooks deposits?”
- “What is our gross margin trend over the last six months?”
Four finance jobs, answered from the source.
Month-end close
Ask the close questions while the books are still open: what moved since last month, which invoices and bills are still outstanding, which processor payouts have not posted. Each answer cites the record it came from.
Audit preparation
A reviewer asks how a number was built. Pull the transactions, the source documents, and the related correspondence in one pass, with citations back to each record, instead of assembling a trail by hand.
Cash monitoring
Ask the cash question directly: what the ledger shows, what settled through the processor, and what is still outstanding in receivables. No three exports, no spreadsheet, no yesterday's number.
Revenue reconciliation
Reconcile the storefront against the books: orders, refunds, and payouts against booked revenue, and processor settlements against both. Find what does not tie out before anyone else does.
Common questions
What finance teams ask before connecting the books.
Run a client bookkeeping practice? See the accountants and bookkeepers page. Sell on Shopify too? Start here for Shopify. Looking at this by function instead? See other vertical playbooks.
Which finance tools does CorpusIQ connect to?
QuickBooks, Stripe, Shopify, SHOPLINE, eBay, Odoo, HubSpot, Gmail, Google Sheets, Google Drive, Dropbox, OneDrive, SharePoint, Airtable, PostgreSQL, SQL Server, a generic database connector, and ODBC sources. All 40+ live connectors are included; start with the ledger and the processor, and add the rest as the questions require.
Can CorpusIQ change anything in the books?
No. Connector tools use read-only access: they read the data you authorize and never write back. CorpusIQ cannot create or modify invoices, record payments, post journal entries, or move money in QuickBooks, Stripe, or any other connected system. The source system stays authoritative.
Does CorpusIQ store our 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.
Where do the answers appear?
Inside ChatGPT, Claude, or Perplexity, in the chat you already use. There is no new dashboard to learn: ask in plain language and every answer arrives with its sources cited, linking back to the records the numbers came from.
Is this a bookkeeping service?
No. CorpusIQ reads your accounting tools. It does not do your bookkeeping.
Connect the books and answer every close question in one chat.
Pricing: Solo $29.95 per month, Team $109.95 per month. All 40+ connectors included. 30-day free trial. Cancel anytime.
30-day free trial. Cancel anytime.
Related on CorpusIQ
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Connector directory