AI for Accountants & Bookkeepers

Query Client Financial Data in Seconds

CorpusIQ enables accountants and bookkeepers to pose questions about client financial data in natural language through connections to Claude and ChatGPT — eliminating the need to run manual reports for aging reports, expense analysis, cash flow summaries, and invoice tracking.

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What You Can Ask About Client Financials

Every answer includes citations linking to the source records in QuickBooks.

→What are the top five unpaid invoices for this client?

→What is the current cash position?

→Which expense categories increased more than 20% last quarter?

→What is the outstanding accounts payable balance?

→Show the six-month gross margin trend.

→What are the largest vendor payments this quarter?

→Give me an accounts receivable aging breakdown.

→Compare quarterly revenue year over year.

How It Saves Time

Manual QuickBooks reports require 5–15 minutes per query: login, navigation, filtering, export, formatting. CorpusIQ queries take approximately 15 seconds. For practices managing 20 clients, this translates to significant weekly time savings. Each answer includes citations linking to source records in QuickBooks.

Method	Time per query	Sources cited
Manual QuickBooks report	5–15 minutes	None
CorpusIQ + ChatGPT	~15 seconds	Yes, every answer

Data Privacy for Client Data

Client data remains in QuickBooks. CorpusIQ queries live data and discards context immediately after each answer.

Read-only OAuth connections

Zero data storage

Ephemeral query processing

GDPR-aligned and SOC 2 compliant

Client data remains in QuickBooks

Context discarded immediately after each query

Pricing

Plans start at $19.95 per month with all 23+ connectors included. 30-day free trial, no credit card required.

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Frequently Asked Questions

How much time does CorpusIQ save per client?

Manual QuickBooks reports require 5–15 minutes per query (login, navigation, filtering, export, formatting). CorpusIQ queries take approximately 15 seconds. For practices managing 20 clients, this translates to significant weekly time savings.

Can I use CorpusIQ for multiple clients?

Each CorpusIQ account connects to one QuickBooks instance. Multi-client practices benefit from isolated, secure connections per account. Enterprise options with multiple seats and centralized management are available.

Does CorpusIQ store client financial data?

No. CorpusIQ uses read-only OAuth connections with zero data storage. Client data remains in QuickBooks. CorpusIQ queries live data and discards context immediately after each answer.

Is CorpusIQ GDPR compliant?

Yes. CorpusIQ is GDPR-aligned with ephemeral data processing, no data retention, and instant deletion on demand with audit receipts.

Can CorpusIQ modify or delete QuickBooks data?

No. CorpusIQ uses read-only OAuth scopes. It cannot modify, delete, or move any data in QuickBooks or any connected tool.

Connect QuickBooks and start answering client questions faster.

Free for 30 days. No credit card required.

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