QuickBooks Reporting with Perplexity
CorpusIQ connects QuickBooks Online to Perplexity through the Model Context Protocol. Perplexity reads invoices, expenses, vendors, and report data through a read-only OAuth scope and returns cited answers with links back to the specific QuickBooks record. No exports, no scheduled reports, no static dashboards. The Solo plan starts at $29.95 per month and the same CorpusIQ subscription covers Claude and ChatGPT, so switching LLMs never requires reconnecting accounting data.
Read-only access · 30-day free trial · Cancel anytime
Example prompt
Which invoices are overdue more than 30 days and what is the total owed?
Example questions
Each question below pulls live data from the connectors listed and returns a cited answer with source links.
How this works
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.
What CorpusIQ can and cannot do with your QuickBooks account
The OAuth connection is read-only. Exact scope is enumerated below so there are no surprises after authorization.
- ✓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
- ✗Modify, create, move, or delete records in your account
- ✗Retain or cache your data after the query returns
- ✗Train AI models on your content
- ✗Share data with third parties outside the LLM vendor processing the query
- ✗Write back to any connected tool
- ✗Retain query results beyond the answer
Why use CorpusIQ for this
- ✓Read-only OAuth. CorpusIQ never writes back to your connected tools.
- ✓22+ connectors supported, not just this one.
- ✓Works with ChatGPT, Claude, and Perplexity on the same subscription.
- ✓DEKRA CASA Tier 2 certified, hosted on Microsoft Azure.
Frequently asked questions
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, 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.