Every client's books. One way of working.

• One address, connect once

  Connect each of your clients' QuickBooks or Xero once. Everyone assigned to a client work in it from Claude, ChatGPT or another MCP app, at one DeepLedger address, signed in as themselves, with read-only or read and write access.

• Rules the AI agent reads

  The AI Brain holds the firm's procedures and policies and each company's own rules, and the client's rule wins. Skills show the AI agent how the common jobs are done.

• Unclear items come to a person

  What the AI agent isn't sure about becomes a task with an assignee, and a reviewer where you set one, instead of an entry. A month closes with an owner or admin's sign-off.

• A record of every action

  Audit history shows each tool call the AI agent made, read or write, in each company.

1. 1

   Weekly bank coding across clients

   Example prompt: “Read Harbour Cafe's AI Brain and skills, then code last week's bank transactions.”

   • The AI agent reads the client's expense rules before it records anything.
   • Clear lines are recorded to the accounts the rules name.
   • Anything unclear becomes a task for the reviewer, not an entry.
2. 2

   The month-end close, client by client

   Example prompt: “Run last month's month-end close checklist for Lopez Plumbing.”

   • The AI agent works the close checklist and gathers the evidence.
   • Open items become tasks; each is done or carried over.
   • An owner or admin signs off the month.
3. 3

   Onboarding a new client

   Example prompt: “Show me Sandbox Bakery's open tasks and what its AI Brain says about capitalisation.”

   • An admin connects the client's QuickBooks or Xero once and assigns the team.
   • The firm's procedures apply from day one; add the client's own rules on top.
   • The default skills are copied to the client, ready to adapt.
4. 4

   Checking what the AI agent did

   • Open Audit history in Settings: every tool call, read or write, with its result.
   • See who asked, in which company and through which AI app.
   • Owners and admins can export it as a CSV.

Example prompts with sample company names.

Read the guide for accounting firms →