For small businesses
Run your own books from your AI app.
Connect your QuickBooks Online or Xero (beta) once. Whoever keeps the books, the owner or the office manager, works in them from the AI app they already use. The AI agent follows your rules, sends anything unclear to you, and your accountant reviews with their own sign-in.
The problem
What gets in the way today
- The books get done between everything else, often after hours.
- An AI app on its own can't see your books, or doesn't know how you record things.
- Your accountant finds the miscoded items at month-end or tax time, long after they happened.
- Your accountant works from a shared QuickBooks or Xero login, or from exports you send.
The harness
How DeepLedger fits your business
Connect once, work from your AI app
Connect your QuickBooks or Xero once. Work in it from Claude, ChatGPT or another MCP app, at one DeepLedger address, signed in as yourself, with read-only or read and write access for each person.
Your rules, written down
Your AI Brain holds how you record things: procedures, expense rules and income rules. The AI agent is told to read it before it records anything.
Your accountant, invited in
Invite your outside accountant or bookkeeper with their own sign-in; users are unlimited. Make them the reviewer on the work you want checked.
A question, not a guess
What the AI agent isn't sure about becomes a task for you or your accountant to decide, instead of an entry. Audit history records every tool call it makes.
Workflows
What a week looks like.
Ask about your numbers
Example prompt: “What did we spend on software last quarter, by vendor?”
- The AI agent reads the live books and runs the report.
- Ask follow-ups in the same conversation.
- Save a report you need every month and run it by name.
Record bills and invoices
Example prompt: “Record the attached bill from Coastal Supplies and create this month's invoice for Harbour Cafe.”
- The AI agent checks your vendors, customers and history first.
- It follows the expense and income rules in your AI Brain.
- Anything unclear becomes a task for you to decide.
Follow up on overdue invoices
Example prompt: “Run the invoice chaser for this week.”
- The invoice chasing skill lists what's overdue, by customer.
- It checks for payments already received, then drafts reminders.
- A person approves and sends them.
Get the month ready for your accountant
Example prompt: “Run last month's month-end close checklist and list what my accountant needs to decide.”
- The AI agent works the checklist and gathers the evidence.
- Open questions become tasks, assigned to you or your accountant.
- An owner or admin signs off the month.
Example prompts with sample company names.
Connect your books.
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.