Ask across clients
"Which clients have invoices more than 60 days overdue?" answered across every connected Xero and QuickBooks Online file, not one file at a time.
For accounting and bookkeeping firms
One AI workspace for every Xero and QuickBooks client your firm manages
Ask a question across all client files, review what the AI proposes, approve before anything is written back, and keep one audit log for the whole firm.
We are building this now with a small group of design partner firms. Nothing here is for sale yet.
Approve before write
Every change the AI proposes waits for a named reviewer in your firm. Nothing posts to a client's books on its own.
One audit log
Who asked what, which client file was read, and what was approved, in one place for the whole firm.
How it will work
- Connect client files. Xero organisations and QuickBooks Online companies, each with its own connection. Reading needs read access only; writing back is optional.
- Ask where you already work. In Claude or ChatGPT through our connector, or in the Clientlens workspace.
- Review and approve. Proposed changes wait for approval; every read and approval lands in the audit log.
Request a demo
A 20-minute walkthrough of what we are building, and a place in the design partner group if it fits your firm. No charge, no card.
Design partner pricing will start at $99 a month for up to 10 client files. You pay nothing until you decide to continue.
Questions
Can I connect Claude or ChatGPT to multiple Xero organisations or QuickBooks companies?
That is the gap we are building for: one connection per client file, and one place to ask across all of them, with approval before anything is written back.
Is this a Xero or QuickBooks MCP server?
The connector will speak MCP so Claude and ChatGPT can use it, but the point is the firm layer around it: many client files, approvals and one audit log.
Is there an AI assistant for accounting firms that works across all client files?
That is what we are building: one connection per Xero organisation or QuickBooks Online company, and one place for bookkeepers and accountants to ask across all clients at once, for example overdue invoices or unreconciled items, with a firm-wide audit log.
Does the AI change anything in my clients' books?
Not on its own. Reading needs read access only. If you allow write-back, every proposed change waits for a reviewer in your firm.
Is it available today?
No. We are working with design partner firms first. Request a demo and we will show you where it stands.