# DeepLedger > DeepLedger is a hosted MCP (Model Context Protocol) server that connects QuickBooks Online to AI assistants: Claude, ChatGPT, and any MCP-compatible client or agent. Accountants and business owners use it to categorize transactions, run reconciliations, generate reports, and manage client books through conversation, with a worklog, shared Tasks and a Close Sheet for reviewing the work. Key facts: - MCP server URL: https://mcp.deepledger.ai/mcp - Tools: 27 total, 20 QuickBooks Online tools (company selection and profile, bills, bill payments, expenses, credits, invoices, estimates, customer payments, sales receipts, refunds, journal entries, deposits, transfers, void, master data, transaction queries, 19 financial report types, recurring transactions, file attachments, customer email) plus 7 platform tools (bank feed, documents, shared human/AI task list, per-client memory, saved custom reports run by name, month-end close workflow, step-by-step guides). - Company setup: connect each QuickBooks company separately in DeepLedger under Settings → Companies → Connect QuickBooks. Complete Intuit authorization for that company. - AI client setup: add the MCP URL in Claude Connectors or ChatGPT Plugins with Developer mode enabled, then sign in to DeepLedger. Follow the linked client guide for current controls and eligibility. These interactive connections do not need a manually copied API key; compatible headless clients use a personal DeepLedger API key. - Company selection: DeepLedger sign-in identifies the person, not a selected QuickBooks company. In the conversation, list accessible companies, switch to the intended one and confirm its profile. Normal personal connections share one active company per person across clients; each company needs its own authorized QuickBooks connection. - Works with: supported interactive MCP clients and compatible developer frameworks. Transport, authentication and tool support vary by client; see the integration directory. - Built for accounting work: transaction recording, financial reports, saved custom reports, shared Tasks, supporting documents and month-end close preparation with human sign-off. - Data handling: QuickBooks authorization and the AI-client connection are separate and can be revoked. Data returned to an external AI client is subject to that client's plan, settings and terms. Check both service providers' privacy, retention and training policies; MCP does not determine them. ## Skills and prompts - [Accounting skills and prompts](https://deepledger.ai/skills): reusable bookkeeping workflows with inputs, checks, and copyable instructions, plus editable QuickBooks Online prompts for sales, purchases, banking, reporting, and month-end review. The workflows also describe checks that apply to other ledgers; DeepLedger itself connects to QuickBooks Online only. - [Prompt library](https://deepledger.ai/skills#prompts): the prompts section of the skills page. ## Pages - [Home](https://deepledger.ai/): product overview and signup - [Product](https://deepledger.ai/product): bookkeeping workflows, reports, Tasks and Close Sheet - [Integrations](https://deepledger.ai/integrations): client-specific setup guides - [About](https://deepledger.ai/about): the team behind DeepLedger - [Pricing](https://deepledger.ai/pricing): plans and pricing - [Support](https://deepledger.ai/support): connection help, AI-agent setup, billing, cancellation and data deletion - [Multiple companies](https://deepledger.ai/blog/multiple-quickbooks-companies-one-ai-connection): authorization, active company and parallel-job scope ## Blog - [How to Create QuickBooks Invoices with Grok and Verify Them](https://deepledger.ai/blog/create-quickbooks-invoice-with-grok): Have Grok prepare a QuickBooks Online invoice, approve the exact fields in the chat, then check what QuickBooks saved before anyone sends it. - [Intuit Enterprise Suite Consolidation and Multi-Entity QuickBooks with AI](https://deepledger.ai/blog/intuit-enterprise-suite-consolidation-ai): IES has consolidated reports and eliminations built in. Separate QuickBooks Online companies need spreadsheets or other tools. Here is where an AI connection to several companies helps, and where it stops. - [QuickBooks MCP Server in Read-Only Mode: How It Works and Your Options](https://deepledger.ai/blog/quickbooks-mcp-server-read-only): A read-only QuickBooks MCP connection is one where the server refuses every write, whatever the AI asks. Here is how DeepLedger does it and how other options compare. - [How to Create a QuickBooks Invoice with Claude and Verify It](https://deepledger.ai/blog/create-quickbooks-invoice-with-claude): Move from an approved scope of work to a verified invoice. Keep preparation, recording and emailing as separate decisions. - [How to Find Duplicate Bills and Invoices in QuickBooks Online](https://deepledger.ai/blog/find-duplicate-bills-invoices-quickbooks): Find candidates by record details, then check the source documents and linked payments before changing anything. - [Build a 13-Week Cash Flow Forecast from QuickBooks Online](https://deepledger.ai/blog/quickbooks-13-week-cash-flow-forecast): Use verified opening cash, dated receipts and payment assumptions to see when cash may get tight over the next thirteen weeks. - [QuickBooks AI Reconciliation and What You Still Need to Review](https://deepledger.ai/blog/quickbooks-ai-reconciliation): QuickBooks can compare an uploaded statement with your records. Learn which results need review and how an AI agent can help investigate exceptions. - [QuickBooks Month-End Close Checklist with AI Review Prompts](https://deepledger.ai/blog/quickbooks-month-end-close-checklist): A repeatable monthly review with evidence to retain, questions to ask and a clear point for human sign-off. - [QuickBooks Online Read-Only Access for Reports and AI Connections](https://deepledger.ai/blog/quickbooks-online-read-only-access): Read-only access in QuickBooks depends on your plan. Here is what each plan offers, how to set it up, and how to keep an AI connection from writing. - [Connect Hermes Agent to QuickBooks Online with DeepLedger MCP](https://deepledger.ai/blog/connect-quickbooks-to-hermes): Add DeepLedger's hosted MCP server to Hermes Agent with OAuth or an API key, require approval before any write, and verify a fixed-period QuickBooks report. - [Connect Perplexity and Computer to QuickBooks Online](https://deepledger.ai/blog/connect-perplexity-to-quickbooks): Set up DeepLedger as a Perplexity remote MCP connector, distinguish chat from Computer, and verify your first QuickBooks profit and loss. - [Connect Codex to QuickBooks Online with DeepLedger MCP](https://deepledger.ai/blog/connect-quickbooks-to-codex): Configure DeepLedger in local Codex CLI, desktop or IDE, authorize with OAuth, and verify a fixed-period QuickBooks report. - [Connect Cursor to QuickBooks Online with DeepLedger MCP](https://deepledger.ai/blog/connect-quickbooks-to-cursor): Add DeepLedger to Cursor with mcp.json, complete OAuth, and check a QuickBooks profit and loss against the original report. - [AI Journal Entries in QuickBooks: Prepare, Post and Verify](https://deepledger.ai/blog/ai-journal-entries-quickbooks): AI can post complex, multi-line journal entries to QuickBooks Online through DeepLedger. Follow a worked accrual example from supporting schedule to saved entry. - [Use Grok to Review Overdue QuickBooks Invoices](https://deepledger.ai/blog/grok-quickbooks-overdue-invoices): Turn QuickBooks receivables into an invoice review list with Grok: check due dates, open balances, payments and credits, then draft customer follow-ups. - [Compare Multiple QuickBooks Companies with AI: A Reporting Workflow](https://deepledger.ai/blog/compare-multiple-quickbooks-companies-ai): Compare QuickBooks company reports in one AI conversation using consistent dates, accounting basis and currency, with a clear review trail. - [5 Grok Prompts for QuickBooks Bills, Expenses, Invoices and Reports](https://deepledger.ai/blog/grok-quickbooks-bookkeeping-prompts): Use Grok with DeepLedger to record bills, expenses, invoices and deposits, then review QuickBooks reports with clear, copyable prompts. - [QuickBooks MCP Connected but Not Working? Check These 5 Things](https://deepledger.ai/blog/quickbooks-mcp-connection-troubleshooting): Fix a DeepLedger QuickBooks MCP connection by checking tool access, sign-in, company selection, Intuit authorization and report settings. - [Connect QuickBooks Online and Intuit Enterprise Suite to Muse](https://deepledger.ai/blog/connect-quickbooks-to-muse): Add DeepLedger to Muse through a custom connector. Follow the setup prompt, sign in, then record expenses, sales, invoices and deposits or run financial reports. - [Analyze a QuickBooks Profit and Loss Report with Claude or ChatGPT](https://deepledger.ai/blog/analyze-quickbooks-profit-loss-ai): A verified demo P&L walkthrough: compare months, check cash or accrual basis, trace variances to transactions, and avoid misleading percentage changes. - [Connect QuickBooks Desktop to Claude or ChatGPT: MCP Options](https://deepledger.ai/blog/quickbooks-desktop-vs-online-ai-mcp): Compare two QuickBooks Desktop MCP options, Conductor and LedgerCrossing, by what each needs, or use an exported report for a one-off question. - [For Accounting Firms: Client Workflows with DeepLedger MCP](https://deepledger.ai/blog/for-accounting-firms): Combine DeepLedger MCP with Claude or ChatGPT, client folders and email connectors to schedule accounting work and manage exceptions in the portal. - [For Small Business: AI Accounting with DeepLedger MCP](https://deepledger.ai/blog/for-small-business): Use DeepLedger MCP with Claude or ChatGPT, email and file connectors to organize bookkeeping, schedule recurring work and send uncertain items to portal tasks. - [Connect Gemini to QuickBooks Online: Chat and Spark Guide](https://deepledger.ai/blog/connect-gemini-spark-to-quickbooks): Add DeepLedger as a Gemini custom app for chat or Spark, check account eligibility, and verify a QuickBooks profit and loss. - [Connect Intuit Enterprise Suite to ChatGPT, Claude, Grok or Copilot](https://deepledger.ai/blog/connect-intuit-enterprise-suite-to-ai): Connect Intuit Enterprise Suite (IES) to ChatGPT, Claude, Grok or Microsoft Copilot through DeepLedger. Choose your app, set it up and check your first report. - [How to Connect QuickBooks Online to Ollama (Local Model MCP Setup)](https://deepledger.ai/blog/connect-quickbooks-to-ollama): Run a local model against your QuickBooks books: add DeepLedger's hosted MCP server to an Ollama MCP client, keep inference on your own hardware, and start with a read-only report. - [Connect Custom AI Agents to QuickBooks with an API Key](https://deepledger.ai/blog/connect-custom-ai-agents-to-quickbooks): Add DeepLedger MCP to your own AI agent with an API key, a hosted endpoint, and a working Node.js connection example. - [Connect Grok & Grok Bot to QuickBooks Online: Setup Guide](https://deepledger.ai/blog/connect-grok-to-quickbooks): One guide to DeepLedger connections for Grok chat, the xAI Responses API, and Grok Bot via a custom MCP server in chat. - [Connect Multiple QuickBooks Companies to Claude, ChatGPT, or Grok With One Connection](https://deepledger.ai/blog/multiple-quickbooks-companies-one-ai-connection): One DeepLedger connection reaches every QuickBooks Online company you can access. See your companies, switch between them, and confirm the right one before anything is recorded. - [How Much Does Catch-Up Bookkeeping Cost in 2026?](https://deepledger.ai/blog/catch-up-bookkeeping-cost): Compare catch-up bookkeeping quotes by scope, reconciliation, extra fees, and review time. Includes a hypothetical cost example and a quote-request checklist. - [Claude for Accountants: What It Can Do With Live QuickBooks Access (2026)](https://deepledger.ai/blog/claude-for-accountants): Claude can help with drafting and analysis using the information you provide. With an MCP connector you have reviewed, it can also read QuickBooks reports, inspect transactions, prepare work, and make supported ledger changes. Here is how to choose a safe first workflow. - [How to Fix Uncategorized Transactions in QuickBooks Online](https://deepledger.ai/blog/fix-uncategorized-transactions-quickbooks): Fix Uncategorized Income, Expense and Asset entries in QuickBooks Online. Find the original record, check matches and transfers, and verify each correction. - [Connect QuickBooks Online to Claude Code (MCP Setup)](https://deepledger.ai/blog/connect-quickbooks-to-claude-code): Add the hosted QuickBooks MCP server to Claude Code, authenticate with OAuth, confirm the active company, and start with a read-only report. - [MCP Server for Accounting: Safe Ledger Access for AI Agents](https://deepledger.ai/blog/mcp-server-for-accounting): Evaluate an accounting MCP server: supported ledger tools, enforced checks versus agent instructions, company access, review tasks, and failure recovery. - [Connect CrewAI to QuickBooks Online: Python MCP Setup (2026)](https://deepledger.ai/blog/connect-quickbooks-to-crewai): Connect CrewAI to QuickBooks Online with CrewAI's current MCP API, a hosted DeepLedger endpoint, a revocable key, and a read-only first report. - [Connect LangChain & LangGraph to QuickBooks Online: MCP Setup](https://deepledger.ai/blog/connect-quickbooks-to-langchain): Connect LangChain or LangGraph to QuickBooks Online with LangChain's current MCPAdapter, a DeepLedger API key, and a company-checked first report. - [How to Connect ChatGPT to QuickBooks Online (2026 Guide)](https://deepledger.ai/blog/chatgpt-quickbooks-integration): Connect ChatGPT to QuickBooks Online through DeepLedger. Follow the setup screenshots, verify your company, and record real expenses, bills and journal entries. - [How to Connect Microsoft Copilot to QuickBooks Online](https://deepledger.ai/blog/connect-microsoft-copilot-to-quickbooks): Connect QuickBooks Online to a Copilot Studio agent through MCP, verify the company with a read-only report, and then publish the agent to Microsoft 365 Copilot or Teams. - [QuickBooks Cleanup with AI: How to Catch Up Months of Bookkeeping](https://deepledger.ai/blog/quickbooks-cleanup-catch-up-ai): Catch up a messy QuickBooks Online file safely: protect prior periods, gather statements, repair the starting point, and reconcile one month at a time. - [Bookkeeping Automation Platforms vs. DeepLedger: What to Compare](https://deepledger.ai/blog/bookkeeping-automation-platforms-vs-deepledger): Compare Botkeeper, Docyt, and DeepLedger on transaction review, QuickBooks workflows, corrections, and total cost. Includes a practical demo checklist. - [The AI General Ledger: What "Ledger AI" Actually Means in 2026](https://deepledger.ai/blog/ai-general-ledger): An AI general ledger uses AI to help review and operate your books. Learn what stays in QuickBooks, what AI can do, and how to check its work. - [Intuit Assist vs. DeepLedger: An Honest QuickBooks AI Comparison](https://deepledger.ai/blog/deepledger-vs-intuit-assist): Compare Intuit Intelligence and DeepLedger by setup, supported work, review controls, firm workflows, audit evidence, limits, and current pricing. - [How DeepLedger Works with QuickBooks Online](https://deepledger.ai/blog/how-deepledger-works): See how DeepLedger connects an AI agent to QuickBooks Online, routes uncertain work to you, records approved items, and keeps the final verification in the books. - [AI Write Access to QuickBooks: Controls to Check Before You Connect](https://deepledger.ai/blog/ai-write-access-quickbooks-safety): Check company scope, approvals, duplicate handling, audit evidence and revocation before letting an AI agent create or change QuickBooks transactions. - [How to Turn Off Intuit Intelligence in QuickBooks Online](https://deepledger.ai/blog/intuit-assist-opt-out): Stop the Intuit Intelligence panel from opening automatically, turn off specific AI alerts and follow-ups, and understand which controls are separate. - [QuickBooks MCP Server: Official, Self-Hosted and Hosted Options](https://deepledger.ai/blog/quickbooks-mcp-server-guide): Does QuickBooks have an MCP server? Compare Intuit's official server with a hosted connection, check Claude and ChatGPT compatibility, and verify your first task. - [How to Connect Claude to QuickBooks Online (2026 Guide)](https://deepledger.ai/blog/connect-claude-chatgpt-to-quickbooks): Connect Claude to QuickBooks Online with DeepLedger. Follow the screenshots, verify a dated report, and try reviewed prompts for expenses and bills. - [AI Accounting With an Audit Trail: What Reviewers Should Check](https://deepledger.ai/blog/ai-accounting-audit-trail-compliance): An AI accounting audit trail should connect source evidence, human review, the write result, and the final QuickBooks record. Here is how to test one. ## Optional - [Privacy policy](https://deepledger.ai/privacy) - [Terms of service](https://deepledger.ai/terms)