Starter
Free
Try it out. Kick the tires on your own QuickBooks.
- 100 reads per month
- All 10 standard reports
- Query any QuickBooks entity
- View records and attachments
- Audit trail on every action
- One-click signup — no credit card
- Create transactions
- Journal entries
- API-only fields
Connect QuickBooks
Essentials
$99/mo
Read-only access. Ask questions, pull reports, analyze data.
- 5,000 reads per month
- All 10 standard reports
- Query any QuickBooks entity
- View records and attachments
- Audit trail on every action
- Built-in safety guardrails
- Create transactions
- Journal entries
- API-only fields
Get Started
Professional
$199/mo
Read + write. Automate invoicing, payments, and AP workflows.
- 25,000 reads per month
- 1,000 writes per month
- Everything in Essentials
- Create invoices
- Record payments
- Create bills and purchases
- Audit-tagged writes in QBO
- Journal entries
- API-only fields
Get Started
Premium
$399/mo
Full access. The AI accounting department.
- 100,000 reads per month
- 5,000 writes per month
- Everything in Professional
- Create journal entries
- Update any entity
- Delete and void operations
- Bulk operations (50 per call)
- API-only QuickBooks fields
- Priority support
Get Started
What Are API-Only QuickBooks Fields?
Some QuickBooks fields can only be written through the API — they're not accessible in the QuickBooks web interface. With the Premium plan, your AI assistant can:
- Assign classes to bank deposits and transfers — categorize revenue by division, location, or project without manual workarounds
- Set departments and locations on transactions that don't expose these fields in the UI
- Write custom fields on invoices, customers, and other entities
- Set tax codes programmatically across transactions in bulk
- Modify internal notes and memos across hundreds of records at once
These operations currently require CSV imports, third-party tools, or manual data entry. With Premium, just tell your AI: "Assign the Sales class to all Stripe deposits this month."
Frequently Asked Questions
What AI tools does this work with?
Claude Code, Claude Desktop, Cursor, and any MCP-compatible AI client. It also works as a standard REST API from scripts, notebooks, or any HTTP client.
Can I connect multiple QuickBooks companies?
Yes. Each connected QBO company is a separate subscription. If you manage 5 client companies on Professional, that's 5 × $199 = $995/mo.
What counts as a read?
Any query, report, or entity lookup. Pulling a P&L counts as one read. Querying a list of customers counts as one read. Checking your usage counts as one read.
What counts as a write?
Any request that creates, updates, or deletes a QuickBooks entity. Creating an invoice is one write. Posting a journal entry is one write. Updating a customer record is one write.
What happens when I hit my monthly limit?
You'll get a notification that your limit has been reached. Limits reset on the 1st of each month. You can upgrade your plan anytime for higher limits.
Is my data safe?
Yes. Your QuickBooks credentials are securely encrypted. Financial data passes through in real time and is never stored on our servers. Data sent to AI providers is used for analysis only and is never used to train models.
Why are journal entries only on Premium?
Journal entries are the most powerful operation in accounting — they're how you record adjusting entries, reclassifications, and accruals. We reserve them for Premium because they require a higher level of oversight and are typically used in advanced automation workflows like monthly close.
What are API-only QuickBooks fields?
Some QuickBooks attributes — like class assignments on bank deposits, department tags on certain transactions, and custom fields — can only be written through the API, not through the QuickBooks web interface. Premium unlocks these fields so your AI can handle operations that would otherwise require CSV imports or manual workarounds.
Can I cancel anytime?
Yes. Cancel your subscription at any time. You can also disconnect your QuickBooks company from within QuickBooks itself (Settings > Manage apps).