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CorpusIQ is now live in the ChatGPT app store.
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For finance teams and operators
CorpusIQ connects QuickBooks to ChatGPT, Claude, Perplexity, and other MCP clients through secure, read-only access. Ask about invoices, receivables, expenses, and cash position, and get answers backed by the records.
Read-only OAuth · 30-day free trial · Cancel anytime
Each reads your QuickBooks company file at the moment you ask and cites the records behind the answer.
The data is already there. Getting to it is the work.
The figure you need is already in QuickBooks. Getting to it means finding the right report, setting the date range, exporting it, and reshaping it into the form the question was actually about.
Comparing two periods, or the books against the store, usually ends in a spreadsheet built by hand. It is correct on the day it is made and stale the week after.
A standard report is shaped around a general case. Questions like which overdue customers also went quiet, or which expense line moved and why, cut across several reports at once.
The chart of accounts and the report layout carry local conventions. When the person who set them up is unavailable, everyone else waits.
What changes when the books are readable in plain English.
No report picker and no date-range dialog. Ask the question the way you would ask your bookkeeper, and the relevant QuickBooks records are read at the moment you ask.
Each figure links to the invoice, payment, expense, or report line behind it. You verify in a click instead of rebuilding the number to check it.
Receivables, profit and loss, and vendor balances can answer together. The join happens in the answer rather than in a spreadsheet you maintain afterwards.
CorpusIQ cannot create or modify an invoice, record a payment, or post a journal entry. Those are outside the granted scope, not merely discouraged.
Four steps. Authorizing QuickBooks is the only one that touches Intuit.
Start with the 30-day free trial. No credit card is required to connect a system and ask the first question.
Connect through Intuit's own OAuth screen, which takes about two minutes. CorpusIQ never sees your QuickBooks password.
Add CorpusIQ inside ChatGPT, Claude, or Perplexity, or point any MCP client at the endpoint. One authorization serves all of them.
Ask about receivables, revenue, expenses, or customer balances. The answer arrives with the QuickBooks records it drew on.
Overdue invoices ranked by age or amount, aging breakdowns, and which customers carry the largest balance. Read from the aging report at the moment you ask.
Outstanding bills, vendor credits, and the current payables position, so the question of what is owed and to whom does not need a report run first.
Period comparisons drawn from profit and loss with the contributing line items cited, so a change in the total can be traced to what moved.
Which categories moved between periods and by how much, read from expenses, bills, and vendor credits rather than assembled by hand.
What a specific customer owes, what they have paid, and the invoices behind both, without opening the customer record and reading down it.
The recurring monthly picture assembled from profit and loss, balance sheet, and cash flow, with every figure still traceable to its source.
Your books are the most sensitive system you will connect. The scope is correspondingly narrow.
Authorized through Intuit's official OAuth flow with read scopes only. CorpusIQ cannot create or modify invoices, record payments, or post journal entries.
Your books are read at query time and not retained. There is no copy of your financial records held by CorpusIQ, and disconnecting leaves nothing behind.
Customer data is not used to train models. SOC 2 aligned, CASA Tier 2 certified by DEKRA, with the certificate published.
The QuickBooks connector page lists every scope it requests before you authorize it. Read the full security posture.
No. The QuickBooks connection is read-only. CorpusIQ cannot create or modify invoices, record payments, or post journal entries. It reads customers, invoices, payments, expenses, bills, aging reports, and the standard financial statements, and returns them with sources attached.
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 uses Intuit's standard OAuth interface. What CorpusIQ can answer depends on which QuickBooks permissions you grant and what data your company file actually holds, so a report your plan does not produce is not one it can read.
ChatGPT, Claude, and Perplexity have native connector support. The same account also works through a direct MCP connection with other clients, and inside Slack. Microsoft Teams is coming soon.
No. It removes the export-and-reshape step between a question and the figures, which is where a lot of hours go. Judgment about what the figures mean, and any filing or advice, stays with your accountant.
Plans start at $29.95 per month and include all 40+ connectors, not QuickBooks alone. Every plan comes with a 30-day free trial.
What CorpusIQ can answer depends on the QuickBooks permissions you grant and the data your company file actually contains. A figure that has not been entered, categorized, or reconciled in QuickBooks cannot be read out of it, and an answer is only as current as the books behind it.
CorpusIQ is a reporting and research tool. It does not provide accounting, legal, tax, or financial advice, and its output is not a substitute for review by a qualified professional. Verify any figure against the linked source record before relying on it for filing, reporting, or a financial decision.
The exact read scopes, example queries, and workflow detail for this connector.
Period-end review, receivables chasing, and reconciliation across connected systems.
The same connection viewed from the practice side, across multiple client files.
The wider picture once systems beyond the books are connected too.
Reaching the same books from Claude, through a single MCP connection.
The commerce side, which pairs with the books for revenue reconciliation.
30-day free trial. Read-only OAuth. Cancel anytime.