Financial reporting and analysis for all your entities or clients — in one conversation.
Connect supported data sources with read-only access, ask questions in your AI app, and compare selected workspaces.
Pay $0.99 today for a 14-day trial. Unless canceled, your selected Starter or Builder plan begins on day 15 with monthly or annual billing.
What is MosoFin?
MosoFin gives each client or entity a separate workspace for financial data. Available connections include QuickBooks, WooCommerce, Xero, Stripe, Square, BigCommerce, and more. Ask questions in a supported AI app and select workspaces when you need to review them together.
Workspaces
Every plan includes unlimited workspaces. Each keeps its connections, permissions, and activity history separate. Review books, payments, sales, and orders from the sources included in your plan, then save repeatable steps as a Saved Skill.
Limits and pricing
MosoFin reads connected data without changing source records. It does not replace your source systems or professional judgment. Starter is $11.99 per month with one data source; Builder is $23.99 per month with two. A $0.99 activation fee starts a 14-day trial; your selected plan begins on day 15 unless you cancel.
Watch MosoFin prepare the review.
One question. Authorized records. A source-linked result ready for a person to review.
MosoFinFinancial review · read-only 
MosoFin Review this workspace for unusual expenses, uncategorized transactions, overdue invoices, and material month-over-month changes. Group findings by entity, attach each source record, flag missing information, and do not change QuickBooks.
- 01Confirm workspace scope
- 02Retrieve current records
- 03Run four review checks
- 04Prepare the question list
Month-end exceptions ready for review
6 findings across 2 entities. No entries were created or changed.
Sample data is fictional. Production answers link to records inside the user's authorized financial source.
MosoFinFinancial review · read-only MosoFin Compare revenue, gross margin, operating expenses, and cash across the selected entities for Q3. Keep every entity separate, explain the largest changes, attach the supporting source records, and do not create a consolidated total.
- 01Confirm selected entities
- 02Match reporting periods
- 03Compare each entity
- 04Attach supporting records
Entity comparison ready for review
Results remain separate by entity and currency. No consolidated total was produced.
Sample data is fictional. Production answers link to records inside the user's authorized financial source.
MosoFinFinancial review · read-only MosoFin Run the saved monthly client review for this workspace. Summarize the material findings, list open questions, cite the source records, and prepare a plain-language draft for the accountant to review before sharing.
- 01Load the Saved Skill
- 02Retrieve current-period data
- 03Apply the saved review method
- 04Draft findings and questions
Client review draft ready
The draft is prepared for accountant review. Nothing has been sent to the client.
Sample data is fictional. Production answers link to records inside the user's authorized financial source.
MosoFinFinancial review · read-only MosoFin Review open invoices by aging band, flag material overdue balances, show the customer and invoice source for every item, and draft follow-up notes. Do not contact customers or change invoice records.
- 01Retrieve open invoices
- 02Group balances by age
- 03Flag material items
- 04Draft follow-up notes
Receivables follow-up list ready
4 accounts need review. Draft notes remain unsent.
Sample data is fictional. Production answers link to records inside the user's authorized financial source.
Select a workspace. Ask in Claude. Get the answer.
Connect MosoFin once, organize entities or clients in permission-scoped workspaces, and ask questions where you already use Claude. MosoFin reads only the selected workspaces' authorized QuickBooks data on demand and returns the answer in the conversation. See how the Claude connection works →
Add MosoFin to Claude, then sign in. Connect QuickBooks separately in your MosoFin workspace before asking about its data.
Watch the connection walkthroughScene summary: the animation opens Claude connector settings, signs in to MosoFin, and shows an example question. QuickBooks authorization is a separate workspace setup step.
Add MosoFin to your AI platform
Follow the connection guide for your chosen AI destination.
Sign in to MosoFin
Authorize QuickBooks separately in each workspace you want to review.
Select a workspace and ask
Use its authorized data and Saved Skills in the connected AI platform.
For your entities or your clients
Give each business or client a separate workspace. Select the workspaces relevant to a question, with their permissions and activity history kept apart.
Review the companies you operate
Organize related businesses or financial entities in separate workspaces or connect up to five QuickBooks entities within one workspace. Select the authorized workspaces you need when comparing profit, cash, expenses, invoices, bills, or other financial results.
- Review one company or selected companies
- Compare performance across authorized entities
- Investigate changes in profit, cash, revenue, or expenses
- Prepare management explanations from current QuickBooks data
- Preserve separate workspace permissions and activity history
Review the clients you serve
Create a permission-scoped workspace for each client or related client group. Reuse Saved Skills for repeatable workflows, investigate changes, and prepare plain-language explanations without giving MosoFin tools that alter the client's books.
- Run recurring monthly or period-end reviews
- Review accounts receivable, accounts payable, cash, and margins
- Reuse a consistent Saved Skill across clients
- Prepare client-ready explanations
- Select multiple authorized client workspaces for cross-workspace analysis
Three steps from connection to answer.
Create a workspace
Create unlimited workspaces for businesses, related entities, or clients. Each workspace keeps its own permissions and activity history.
Connect QuickBooks
Connect up to five authorized QuickBooks entities to each workspace. MosoFin uses read-only access and cannot change the underlying books.
Review in your AI destination
Select one or more authorized workspaces, ask a financial question, run a repeatable review, and inspect the supporting activity.
Make financial data easier to review, explain, and trust.
Review the source numbers, find what changed, and prepare an explanation for the client or business owner to check.
Ask the books.
Ask plain-language questions about profit, cash, revenue, expenses, invoices, bills, margins, or changes between periods.
“What looks unusual before I close May?”Review consistently.
Run repeatable financial and bookkeeping reviews for one entity or client, or select multiple authorized workspaces for cross-workspace analysis.
“Run my pre-close review for this client.”Explain it clearly.
Turn current QuickBooks results into review-ready management or client explanations while preserving the need for professional review.
“Draft the management summary in plain language.”Want a practical starting point? Read how to build repeatable financial report workflows, create a multi-client review workflow, or analyze selected QuickBooks entities before building your first Saved Skill. Need a controlled consolidated close instead? Read the difference between multi-entity reporting and selected-workspace analysis.
Solve the review once. Reuse the Saved Skill next month.
When a workflow works, save it as a Saved Skill. Keep the technique that makes the review useful while each entity or client's data, permissions, and activity history stay in its own workspace.
Work it once. Save the method. Run the same review with current data next month.
Watch the Saved Skills walkthroughScene summary: the walkthrough reviews financial reports, computes variances, writes a client-ready explanation, saves the method as a reusable Saved Skill, and reruns it later with current workspace data.
Keep your bookkeeping checks consistent.
Save how you inspect categories, invoices, bills, chart-of-accounts details, and month-end signals.
Find what changed and why.
Reuse the way you compare periods, isolate the drivers, and decide which movements deserve attention.
Turn the review into a clear answer.
Preserve the structure you use to explain the result, why it matters, and what to discuss next.
Separate workspaces. Traceable answers.
Each workspace maintains its own permissions and activity history. Bea, the MosoFin accounting software agent, retrieves read-only QuickBooks data only for the workspaces you select, has no tools that write to the books, and records the relevant activity. See our read-only access and controls →
Control every financial data request. Allow safe reads, block sensitive tools, require approval, and keep an activity history.
Watch the controls walkthroughScene summary: the walkthrough shows read-only QuickBooks tools, blocked sensitive access, one-time human approval, and an exportable activity history for financial-data requests.
Choose reporting software, built-in AI, or a client-book answer layer.
These tools cover client reports, consolidation, forecasting, FP&A, and AI-assisted analysis. MosoFin focuses on a repeatable way to ask, review, and explain each client’s books in a separate workspace.
Plain-language answers for every client workspace.
Choose the client, ask what changed or needs attention, and keep the review separate, read-only, and ready to rerun.
- A separate financial data workspace for every client
- Plain-language answers for review and advisory questions
- Reusable firm workflows with read-only access and activity history
Joiin Intelligence
You need multi-entity consolidation, reporting, report packs, or AI analysis grounded in structured finance data. Joiin also offers an MCP server for supported AI tools.
MosoFin focuses on separate client workspaces and read-only reviews; Joiin adds a reporting and consolidation layer for group-level work.
Compare MosoFin with Joiin IntelligenceReach Reporting
You want consistent client reports, reusable templates, dashboards, budgeting, and linked three-way forecasts.
MosoFin starts with the question: choose a client, ask what changed or needs attention, and save the review method for next month.
Compare MosoFin with Reach ReportingFathom
You want management reports, KPIs, cash-flow forecasts, scenarios, and client-portfolio reporting.
MosoFin focuses on conversational client-book review in your connected AI platform: ask a follow-up, inspect the answer, and rerun the same workflow for another client.
Compare MosoFin with FathomSyft Analytics
You need reporting, dashboards, forecasting, consolidation, benchmarks, or close support across connected accounting data.
MosoFin stays closer to the source question: retrieve authorized financial records, keep workspaces separate, and review the answer before anyone acts.
Compare MosoFin with Syft AnalyticsSpotlight Reporting
You want client reports, dashboards, consolidation, budgets, scenarios, and three-way forecasting for advisory work.
MosoFin gives the team a lighter question-and-review workflow when the job is explaining live financial results rather than maintaining a forecasting platform.
Compare MosoFin with Spotlight ReportingLiveFlow
You want Flow’s automated close and accounting agents, or LiveFlow FP&A for consolidation, reporting, budgeting, and spreadsheets.
MosoFin focuses on on-demand, read-only questions about selected client books; LiveFlow offers a broader close and FP&A platform.
Compare MosoFin with LiveFlowDatarails
You need Excel-connected FP&A, consolidation, dashboards, reporting, or structured month-end close workflows.
MosoFin is narrower: it gives an authorized person a read-only way to ask questions about selected books and keep the evidence attached.
Compare MosoFin with DatarailsQuickBooks AI
You want AI inside an eligible QuickBooks environment to answer questions, surface information, generate reports, or help with accounting tasks.
MosoFin is organized around separate client workspaces and reusable firm reviews. Intuit currently states that Intuit Intelligence does not support multi-entity management.
ChatGPT
You want an AI assistant for finance questions, file analysis, or supported personal-finance connections. Apps can add other data sources when configured.
MosoFin focuses on the accounting-firm workflow: separate client workspaces, a read-only business-data connection, reusable reviews, and activity history.
Source notes
Checked against official product pages on October 4, 2026. MosoFin is our product; competitor features and eligibility can change, so confirm them with each vendor before choosing. Sources: Joiin Intelligence, Reach Reporting, Fathom, Syft Analytics, Spotlight Reporting, LiveFlow, Datarails, QuickBooks Intuit Intelligence, ChatGPT finances, ChatGPT data analysis.
See the financial data agent, explore AI destinations, and review the read-only controls and activity history.
Choose how much financial context you need.
Starter
For a business starting with its core financial data.
QuickBooks
WooCommerce
Xero
Stripe
SquareBigCommerce ✓ Use MosoFin with supported AI destinations
Claude
ChatGPT
Grok
Muse Destination account and administrator requirements may apply.
Builder
More connected dataFor businesses reviewing data across more systems.
QuickBooksWooCommerceXeroStripeSquareBigCommerce ✓ Use MosoFin with supported AI destinations
ClaudeChatGPTGrokMuse Destination account and administrator requirements may apply.
Let's talk
More data sources, custom integrations, or terms beyond Starter and Builder.
Your selected self-serve plan starts on day 15 unless you cancel.
Included with Starter and Builder
- ✓ Unlimited workspaces
- ✓ Read-only access
- ✓ Available connections: QuickBooks, WooCommerce, Xero, Stripe, Square, and BigCommerce
- ✓ Saved Skills & activity history
Checkout displays the current amount from Stripe before purchase.
Available connections: QuickBooks, WooCommerce, Xero, Stripe, Square, BigCommerce, and more. The sources you can connect depend on your plan and workspace access.
AI destination guides: Claude, ChatGPT, Grok, and Muse. Account eligibility and administrator approval depend on the destination. See the connection directory.
Formal consolidation and FP&A are separate from MosoFin's read-only review workflows.
MosoFin supports financial data review and analysis without writing changes back to the source books. It does not replace QuickBooks, professional accounting judgment, or the final review required before financial information is shared or acted on.
Facts last reviewed:
Find the page you need.
Review the product workflow, connections, read-only controls, pricing, or account access.
Questions, answered.
What is MosoFin?
MosoFin gives each client or entity a separate workspace for financial data. Available connections include QuickBooks, WooCommerce, Xero, Stripe, Square, BigCommerce, and more. Ask questions in a supported AI app and select workspaces when you need to review them together.
Who is MosoFin for?
MosoFin is for bookkeepers, multi-entity business owners, accounting firms, CAS teams, and fractional CFOs that need to review financial data across multiple entities or clients.
How many workspaces and data sources can I use?
Every plan includes unlimited workspaces. Starter includes one data source monthly or two annually; Builder includes two monthly or three annually. Each workspace keeps its connections and access separate.
Can MosoFin change my connected data?
No. MosoFin uses read-only tools and cannot create, edit, post, send, or pay through connected sources.
Can MosoFin analyze more than one workspace?
Yes. Select two or more authorized workspaces for cross-workspace analysis. Cross-workspace analysis is not a formal financial consolidation workflow.
Which AI destinations does MosoFin connect to?
MosoFin has connection guides for Claude, ChatGPT, Grok, and Muse. Setup requirements depend on the destination and your account permissions.
How much does MosoFin cost?
Starter is $11.99 per month with 1 data source or $99.99 per year with 2. Builder is $23.99 per month with 2 data sources or $239.99 per year with 3. A $0.99 activation fee starts a 14-day trial, and the selected plan begins on day 15 unless canceled.
Start with one client or entity.
Connect its QuickBooks data, ask your first question, and save the review steps you want to reuse.