CorpusIQ helps operators query finance context with AI instead of exporting and reconciling reports manually across systems. Teams can ask about overdue invoices, collection trends, payment exceptions, and month-over-month changes in cash performance, then review source-backed answers that point to records. This workflow is designed for finance review and decision support with read-only OAuth access for controlled financial analysis workflows.
Read-only access · 30-day free trial · Cancel anytime
Example prompt
Which invoices are unpaid and what Stripe payment activity is related?
Each question below pulls live data from the connectors listed and returns a cited answer with source links.
Authorize QuickBooks in CorpusIQ via OAuth. Read-only scope only. Setup takes about two minutes per connector.
Open ChatGPT, Claude, or Perplexity. CorpusIQ is an MCP server; connecting it in your LLM is a one-time configuration.
Paste one of the example queries or write your own. CorpusIQ queries every connected tool in parallel and returns a cited answer in about 15 seconds.
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.
Every CorpusIQ subscription includes 37+ connectors. These pages cover the tools most commonly paired with this one.
QuickBooks. Every connector listed is included in the CorpusIQ Solo plan at $29.95 per month and uses read-only OAuth. You can connect subsets if you prefer, and the answers will simply scope to what is connected.
This page is written for Perplexity or Claude, but the same CorpusIQ subscription exposes the identical tool surface to ChatGPT, Claude, and Perplexity. You can switch LLMs without reconnecting.
No. Queries are processed ephemerally and discarded after the answer is returned. Data is never copied, cached, or used to train models. Audit logs record metadata like tool name and outcome, not payload content.
No. All CorpusIQ connectors use read-only OAuth scopes. The MCP tool set contains no write verbs. Even if a token leaked, the blast radius is bounded to data exposure, not data mutation.
Sign up for the 30-day free trial, connect the tools listed on this page through OAuth, and paste one of the example queries into your preferred LLM. The first answer usually returns in about 15 seconds.
