Credentials stay server-side
Connect stores accounting credentials in the gateway. AI clients receive controlled access to workflows, not raw QuickBooks tokens.
Security
Give AI accounting context without giving up firm control.
Connect keeps accounting credentials in the gateway, scopes work to authorized companies, and lets your team preview write workflows before approval. The goal is simple: advanced AI can help with the accounting workflow while the firm keeps access, review, and judgment.
Review the AI and Data FAQ, Privacy Policy, and Service providers for the data-handling details.
Firm control
Keep control before anything is posted.
Connect gives approved assistants controlled accounting context while your team keeps ownership of access, review, and judgment.
Access follows authorized companies
Workflows run only against companies connected to the firm's workspace and available to the current user.
Changes wait for review
Journal entries, reclassifications, and record updates are reviewed as a group before they are posted to QuickBooks.