For fractional CFOs
Answers from each company's live books.
You work across several companies. Connect each one's QuickBooks Online or Xero (beta) once, and ask your AI app about any of them, with saved reports you run by name each month.
The problem
What gets in the way today
- Each company has its own ledger, its own logins and its own bookkeeper.
- Answering a simple cash question means logging in, exporting and rebuilding a spreadsheet.
- The same monthly report pack gets rebuilt by hand for every company.
- Questions for the bookkeeper get lost in email.
The harness
How DeepLedger fits your work
One address, connect once
Connect each of your companies' QuickBooks or Xero once. You and each company's bookkeeper 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.
Workflows
What a week looks like.
A monthly report pack per company
Example prompt: “Build last month's profit and loss with the month before beside it, and save it as the monthly pack.”
- The AI agent builds the report from the live books, with comparisons.
- Save it for the company; next month, run it by name.
- Each company keeps its own saved packs.
A cash flow snapshot
Example prompt: “Give me a cash flow snapshot for Harbour Cafe.”
- The cash flow skill reads bank balances, open invoices and open bills.
- It projects the next 30 days and states its assumptions.
- Switch to another company by name, without logging in again.
Stripe revenue next to the books
Example prompt: “Compare last month's Stripe payouts with the deposits recorded in the books.”
- Stripe is connected through Stripe's official MCP, read only, for reporting.
- The AI agent reads payouts, charges, refunds and fees.
- Differences come back to you to decide; nothing changes in Stripe.
Questions for the bookkeeper
- Leave the question as a task on the company, with an assignee and a due date.
- The bookkeeper sees it in the Work view, next to the month's other work.
- Make yourself the reviewer to sign off the answer.
Example prompts with sample company names.
Connect your first company.
14-day free trial, no credit card. $20 a month per QuickBooks Online, Xero (beta) or Bill.com connection, $10 per Stripe connection, unlimited users.