Your whole client list, inside Claude and ChatGPT.
QuickBooks' own AI connector is built for one business at a time. LedgerLink is the missing layer for bookkeeping firms: every client behind one link, each employee limited to the books you assign, and every posting approved, signed and logged.
No card needed. Set up in minutes.
Connected companies
4 of 6
- Acme Bakery LLCLive
- Northside Dental PCLive
- Rivera Builders IncLive
- Harbor Street CafeReconnect
Why this didn't exist before
AI assistants learned QuickBooks. Nobody taught them how a firm works.
Plug QuickBooks into Claude or ChatGPT today and you get one company, one login, and no say over who can do what. That's fine for a business owner. For a firm with 40 clients and six staff, it's a non-starter. So we built the layer in between.
A secure bridge to QuickBooks
Built on Intuit's official QuickBooks Online API. Every client's login is kept encrypted and refreshed automatically, so nobody re-connects every week.
A firm-wide permission layer
Who can reach which client, read or post, checked on every single request. Remove someone and their access ends at once.
Guardrails the AI can't skip
Postings come back as a preview first. Nothing reaches the books until the person says yes. That's enforced by our server, not left to the AI.
An audit trail reviewers trust
Every lookup and posting is logged by person and company, and every transaction is signed with who asked for it and why.
How firms connect QuickBooks to AI today
| LedgerLink | QuickBooks' own AI connector | Building it yourself | |
|---|---|---|---|
| Many client companies through one link | ✓ All your clients | One company per connection | One setup per client |
| Each employee sees only assigned clients | ✓ Per person, per company | Not available | You'd have to build it |
| Asks before posting, enforced by the server | ✓ With an amount rule you set | Depends on the AI app | You'd have to build it |
| Bills, payments, journal entries | ✓ Read and post | Focused on invoicing and reports | One flow at a time |
| Signed postings and a firm-wide activity log | ✓ Built in | Not available | Partial, scattered |
| Who it's built for | Bookkeeping firms | A single business owner | Whoever maintains it |
| Setup | Minutes, no code | Minutes | Days, technical skills |
Based on publicly available features as of October 2026. QuickBooks is a trademark of Intuit Inc.; LedgerLink isn't affiliated with Intuit.
How it works
- 01
Connect your clients' QuickBooks
Sign in to each client's QuickBooks Online once. LedgerLink keeps the connection fresh so you don't have to.
- 02
Choose who sees which books
Add your team and tick the companies each person can work on. Nobody gets more than you give them.
- 03
Paste one link into Claude or ChatGPT
Each person gets their own connector link. Their AI can read and post to the books they're allowed, and only those.
Made for how firms actually work
One link, many companies
Stop juggling one connector per client. Every company you manage sits behind a single, secure link.
Per-employee access
Staff only see the clients you assign. Remove someone and their link stops working right away.
Read and write
Look up invoices and balances, or create bills, payments and journal entries, with the same controls as your team.
Every write is signed
Anything the AI posts carries a private note saying who asked for it and why, so your reviewers can trace it.
Always asks which client
When someone has several companies, the AI has to name the client before it touches anything. No guessing.
Full activity log
See every lookup and every posting, by person and by company, in one place.
Activity log
Every action recorded| Time | Who | Company | Action |
|---|---|---|---|
| 9:41 AM | Maria L. | Acme Bakery LLC | Created bill · Sysco · $1,284.10 |
| 9:38 AM | Maria L. | Acme Bakery LLC | Looked up · Open bills from Sysco |
| 9:12 AM | Dan K. | Rivera Builders Inc | Recorded payment · Inv 1042 · $6,500.00 |
| 8:55 AM | Dan K. | Northside Dental PC | Ran report · A/R aging summary |
Simple pricing
Pay per QuickBooks company. Team members are always free.
Per company
14 days free$15per company a month
- ✓ Unlimited team members
- ✓ Choose which books each person can reach
- ✓ Read and write, with signed postings
- ✓ Full activity log
- ✓ Works with Claude and ChatGPT
How the trial works
- Sign up with your work email. No card, no waiting list.
- Connect a QuickBooks company and try it with your AI for 14 days.
- Keep going by adding a card. You only pay for the companies you connect.
Questions
- Does this replace QuickBooks?
- No. Your books stay in QuickBooks Online. LedgerLink is the secure bridge between QuickBooks and your AI assistant.
- Which AI tools does it work with?
- Claude (web, desktop and Claude Code) and ChatGPT, plus any tool that supports MCP connectors.
- Can my staff see clients I haven't assigned them?
- No. Each person's link only reaches the companies you tick for them, and that's checked on every request.
- Do you store my clients' financial data?
- We store the QuickBooks connection, encrypted, and an activity log with a short summary of each action. Your clients' books stay in QuickBooks and pass through to your AI without being copied to our servers.
Bring your whole client list to your AI.
Start your 14-day free trial. No card needed.
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