Do Your Books by Talking to Them
Connect Claude to your books in two steps and ask where the money went, who owes you, and how the quarter compares. Every answer links to real drill-down reports, because an answer you cannot verify is not an answer.
Most AI accounting features are a chatbot bolted onto a dashboard, guessing at summaries. The interesting question is different: what if the AI could actually read your ledger, run your reports, and hand you the receipts?
That is what The Bookkeeper's MCP connection does. Claude reads your books through the same reporting engine the workbench uses, so a conversational answer and an on-screen report are the same numbers from the same source, always.
What a Conversation Looks Like
Where did the money go last month?
You get a real Profit and Loss table for the month, income and expenses by category, with a link that opens the same statement in the workbench where every number drills down to its transactions.
Who still owes us?
The receivables aging report, by customer, most overdue first, with days late. Follow up with one more sentence and the invoices behind any number appear.
Categorize whatever still needs a category.
The AI proposes categories from your books' own learned rules, applies them through the audit trail under its own name, and you can undo any of it.
Why Trust Works Here
Three design choices make AI bookkeeping honest instead of hopeful. The AI never does arithmetic, the double entry engine does. Every answer deep links into the workbench at the same query, so verification is one click, not an act of faith. And every write is attributed and reversible, exactly like a human edit.
Try It in Ninety Seconds
The demo books have their own connection link that needs no sign up and cannot write anything. Paste it into Claude, ask where the demo bakery's money went, and watch a real statement come back.
Questions
How do I connect Claude to my books?
Two steps. Copy your books link from the app, then paste it into Claude under Settings, Connectors, Add custom connector. The first time, Claude walks through Google sign in so it can read your books and nothing else.
Can the AI mess up my books?
Every AI edit goes through the same audit trail as a human edit, stamped as made by the AI connection, and is undoable. The demo connection is read only, so you can try everything with zero risk.
Does this work with ChatGPT too?
Yes. The books speak MCP, the open protocol AI assistants use to reach tools. The same link works in Claude, ChatGPT, Cursor, and any other MCP client.
Do the AI answers hallucinate numbers?
The AI does not compute your numbers, the accounting engine does. The AI asks the books structured questions and presents the results, and every figure links back to the report and transactions behind it so you can always check.
Feel It Before You Trust It
Open the demo books right now. No sign up, no card, nothing to undo. Free forever.
Play With the Demo Books