Every client.
One assistant.
Work in all your clients' Xero and QuickBooks companies from Claude, ChatGPT or Copilot. Ask questions and post ledger updates across the whole client list, without swapping between companies.
AI can save countless hours of work. But getting assistance takes thirty logins.
With a client list spread over Xero and QuickBooks, the day disappears into menus and clicks. Log in, find the receipt, post the entry, reconcile bank, jump to the next client, repeat. AI alone doesn't fix that: Xero and QBO AI connectors are single-tenant, meaning one company at a time.
finnMCP connects your assistant to every client, so you say what needs doing and it works in the right client's books. Or all of them at once.
There's no new platform to learn, no new permission model to run and nothing that goes around Xero or QuickBooks. You connect each client just once, and you decide per company whether the assistant may only read or also make edits that you approve.
See what capabilities are coveredThe work you do every month, without the menus. Nothing new to learn.
The morning check
One question covers every client you work in: who has overdue invoices, which bills fall due this week, which drafts are still waiting. One answer instead of thirty logins.
Month-end close
Run the close checks across every client: balances left on suspense, drafts still open, possible duplicate bills, negative bank balances and the P&L against last month. One list of what to fix before you close the period.
Receipts to ledger entries
Go through the receipts waiting for each client and get a suggested ledger entry for every one: account, tax rate and amount. You review the coding, and nothing is posted until you approve it.
When a client calls
Answer while they're still on the line, with figures from their own books, instead of promising to call back after lunch.
Review and year-end
Work through accounts, periods and journals, compare with last year, and pull trial balances and aged receivables for your year-end clients without exporting company by company.
New starters get further
Someone new finds their way around a client's books without interrupting a colleague every time. Senior hours go to advice instead of coaching.
Bring the AI your team already uses. finnMCP connects it to every client in Xero and QuickBooks.
Each person picks their own assistant: Claude, ChatGPT, Microsoft Copilot, Grok or any other MCP client. One connector URL, one sign-in, and every client they work in is there.
Built for how a firm actually works. A growing list of clients, colleagues who come and go.
Priced per person, not per client
One seat covers someone's whole client list. The next client costs nothing extra, so the cost grows with your team, not your client base.
The whole book in one question
Ask across every client and get one answer: overdue receivables, bills due, key figures and health checks side by side.
A new client in minutes
Sign in with your Xero or QuickBooks login and pick the company. No API keys and nothing to install. Xero links several organisations at once.
Your own permissions apply
No parallel permission model. The assistant can only do what your own user may do in that company, and changes show in the client's books as usual.
Read-only if required
Set each company to “Read data only” or “Read data + make edits”. Read-only companies can't be changed through finnMCP at all.
Offboarding in one step
Remove someone from the firm and their client connections and AI access are revoked straight away. The seat is free for the next person.
Everyone picks their AI
The seat follows the person, not the AI app. One colleague works in Claude, another in ChatGPT or Copilot, on the same plan.
Every request on record
Admins see who asked what, in which client and with what outcome. Members see their own. Metadata only, never the figures.
Three steps to your first answer. Set it up yourself in minutes. Nothing to install.
- 1
Start your trial
Create an account for your firm and invite colleagues. Seven days free, no card.
Olivia Owner OwnerSam Accountant MemberPriya Bookkeeper Member - 2
Link your clients
Sign in to Xero or QuickBooks with your own login and pick the companies you work in.
Harbour & Co LtdXeroKestrel JoineryQuickBooksNorthwind StudioXero - 3
Connect your AI
Add your finnMCP URL as a connector in Claude, ChatGPT or Copilot, sign in once and ask.
Connector URLhttps://finnmcp.com/mcp
One price per person. Every client included. Pay for people, not for companies.
Per user, unlimited companies
- Unlimited client companies
- Xero and QuickBooks Online
- Works with any AI client
- Assistant covers the whole client list
- Custom permissions per company
- Activity log and usage for admins
- Seats adjust automatically, prorated
- 7-day trial, up to 3 seats, no card
Rolling out to a larger team?
Tell us how your firm works, how many people and clients it involves and which AI you use. We'll help you set up and get your colleagues going.
Client books stay in Xero and QuickBooks. Nothing to explain to your clients.
Sign-in per person and company
You connect each client with your own Xero or QuickBooks login. No passwords are stored, and access tokens are encrypted.
Your permissions are the limit
The assistant can never do more than your own user may do in that company, all changes are tracked in the client's history.
You stay in control of changes
Approve edits before they're posted. Companies set to read-only can't be changed through finnMCP at all.
Data isn't kept
Bookkeeping data passes through while a request runs and is never stored in a database.
Clean removal
Disconnect a client or remove a colleague and access ends immediately: tokens are revoked with Xero or Intuit and deleted.
Logged, but only metadata
The activity log records who asked what, where and with what outcome, never the numbers themselves.
Questions, answered.
What does it cost?
$25 per user per month, excluding tax, with unlimited client companies. The 7-day trial includes up to three seats and needs no card. When you add or remove people, the subscription adjusts automatically and is prorated.
Does one seat really cover every client company?
Yes. The seat belongs to the person, so it covers every Xero organisation and QuickBooks company they link, however many that is.
Which AI assistants does it work with?
Claude (web, desktop and Claude Code), ChatGPT, Microsoft Copilot and any other client that supports remote MCP servers. You add one URL as a connector and sign in once.
Do our clients need to do anything?
No. You sign in with your own Xero or QuickBooks user, the one that already has access to the client's company. There's nothing for the client to install or approve.
Can it compare several clients at once?
Yes. Portfolio questions cover all the companies you've linked: overdue receivables, payables due, key figures against a previous period and health checks. Very large client lists run as a background job and report back when done.
What can it do in Xero and QuickBooks?
Read and create invoices, bills, payments, credit notes, contacts, journals, quotes and more; run reports such as profit and loss, balance sheet and aged receivables; email invoices; and attach files. Bank reconciliation isn't possible, because neither Xero nor QuickBooks exposes unreconciled bank lines through their APIs.
Can the assistant change things without us knowing?
Changes can be previewed before they're sent, companies set to “Read data only” can't be changed at all, and most AI apps ask you to confirm before running an action that makes changes. Every request is also on the activity log.
Can colleagues share a client connection?
Each person links clients with their own login, so their own permissions always apply and changes are attributed to them in Xero or QuickBooks. Admins can see every company linked in the firm and set its agent permission.
What happens when someone leaves the firm?
An admin removes them in finnMCP. Their client connections are revoked with Xero and Intuit, their AI access stops, and their seat is freed for someone else.
Is client data safe?
Bookkeeping stays in Xero and QuickBooks. finnMCP passes data through while a request runs, encrypts sign-in tokens and logs only metadata. See the security section above for the details.
How is it billed?
Monthly by card, per assigned seat, through Stripe. Admins can change the payment method, see invoices and cancel from the billing portal.