How to Ask AI Questions About Your Business Data

Most small business owners use Claude or ChatGPT for writing and research. Few know they can connect these AI tools directly to their live business data and ask questions about real numbers in plain English. This guide explains exactly how to do it.

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What Is Possible

What You Need

  1. A CorpusIQ account (free 30-day trial, no credit card required)
  2. Claude Pro or ChatGPT Plus subscription
  3. Your existing business tool logins (QuickBooks, Shopify, Gmail, etc.)

That is it. No coding. No API keys. No data engineering.

Step by Step Setup

  1. Sign up at corpusiq.io/signup. Free for 30 days.
  2. Connect your tools — Click each connector and authorize via OAuth. Under two minutes per tool.
  3. Add CorpusIQ to Claude or ChatGPT — Follow the one-click setup in your dashboard.
  4. Ask a question — Open Claude or ChatGPT and ask about your business data.
  5. Get a cited answer — Every response includes the data point, source, and a clickable link to the original record.

Example Questions to Start With

Finance: What is my cash position right now? What are my top unpaid invoices? What was my net profit last quarter?

Sales: What were my top products last month? Which customers ordered more than three times? What is my average order value?

Marketing: What is my Google Ads cost per acquisition? How does my ad spend compare to revenue? Which campaign had the best ROAS?

Operations: What did the team discuss about the project in Slack? What contracts are expiring this month? What files were shared about the client?

What a Cited Answer Looks Like

Every answer from CorpusIQ includes three things: the data point, the source it came from, and a clickable link to the original record. Every claim is verifiable in one click. No hallucinations. No guessing. If the AI says your top unpaid invoice is $4,200 from Acme Corp, you can click the link and see that invoice in QuickBooks.

Data Privacy

CorpusIQ uses read-only OAuth to connect to your tools. No data is copied, stored, or cached. Every query is ephemeral and discarded immediately after the answer is returned. You can revoke access at any time and receive a timestamped audit receipt confirming deletion.

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Ready to Get Started?

Connect your tools and start asking questions. Free for 30 days.

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Read-only access · No credit card · Cancel in one click