For accounting firms, bookkeepers & fractional CFOs

One Claude account. Every client’s books.

The QuickBooks Online MCP for Claude. Connect once and securely pull reports, create transactions, reconcile, audit, and prepare client-ready reports across every QBO file you manage.

94%
of transactions categorized correctly on first pass, before any rule-learning.
18 min
median close for a 200-transaction month, capacity you resell as advisory, not hours you give back.
0
silent writes. Every change is proposed for your review before it posts to QuickBooks.
Who it’s for

One product. Three ways up.

Firm owners

Scale advisory across your team.

Add service lines without adding headcount, and price for the senior work you can finally deliver.

Solo bookkeepers

Move past categorizing.

Deliver the close, the reporting, and the advisory clients used to hire up for, and charge for it.

Fractional CFOs

Audit before you model.

Check any client’s books the moment you connect. Build on numbers you’ve verified, not the mess you inherited.

Built by a firm

Built by a firm. Used by a firm. Now available to yours.

Clients want a controller. They want someone who tells them what the number means, and they won’t pay categorizer rates for it. The firms charging $3,000 a month aren’t doing different work; they’re delivering a different experience: clean books and the narrative around them.

Numbers Game and AG Accounting share a founder, that’s not a disclaimer, it’s the point. We built the product inside our own firm, ran it across our entire book, and used it to raise our prices and widen what we sell.

Same headcountNew service linesHigher revenue per client
Before
Bookkeeping, priced like a commodity
categorize · reconcile · close, the work clients compare on price
After
Advisory on top of the close
board-ready reporting · exception review · the narrative clients used to buy elsewhere
Result
Higher prices, wider service surface
same team · clients who already trusted us bought more from us
Now
The same playbook, in front of you
every capability on this page runs our firm today
What it does

Six tools, one conversation.

Numbers Game is an MCP for QuickBooks Online, one Claude account, connected to every client’s QBO file. Execute tasks, pull reports, create transactions, audit the books, and prepare client-ready reports, all securely from one conversation.

01

Full QBO read & write access

Create and manage invoices, bills, purchases, deposits, journal entries, vendors, customers, and more, without switching tabs.

02

Live financial reports on demand

Pull P&L, Balance Sheet, Trial Balance, General Ledger, AR/AP Aging, and P&L by Class directly from QBO. Ask questions, get answers grounded in real numbers.

03

Bank reconciliation

Compare GL to bank statement data, surface unmatched transactions, and generate branded reconciliation reports, ready to send to the client.

04

Month-end close

Run close checklists, propose adjusting entries, flag exceptions, and produce a professional Close Report PDF, all in one conversation.

05

Bulk transaction classification

Assign classes and departments across hundreds of transactions. Preview first, approve, then execute. No more clicking line by line.

06

Client-ready deliverables

Generate branded Board Reports, Issues Reports, Reconciliation Reports, and Supporting Memos as polished PDFs. Attach them directly to QBO transactions.

What you see

Two surfaces. Zero new dashboards.

Numbers Game lives where your team already works, Claude for the conversation, Slack for the automated drops. No portal to remember, no extra login to forget.

Claude
Per-client projects. Every action proposed before it posts.
Each QuickBooks instance is a Claude Project. Ask for a journal entry, a P&L, or a reconciliation, Numbers Game proposes, you approve, then it writes to QBO and attaches the source PDF.
Open the live mock
Claude window with Numbers Game MCP, Lattimer & Co. project, propose-journal-entry flow
Slack
Weekly review and month-end close, dropped in the client channel.
Every Friday, Numbers Game posts the week’s reconciliation summary, flagged items, and AR/AP aging. At month-end, the Close Report, P&L, and Balance Sheet land as PDFs, ready to forward to the client.
Open the live mock
Slack channel #client-lattimer-co showing automated weekly review and month-end close posts from Numbers Game
For fractional CFOs

You didn’t keep these books. Audit them before you stake your name on them.

When you advise multiple companies, every forecast you build sits on books someone else kept. Numbers Game audits any client’s QBO the moment you connect it, so you walk into the engagement already knowing where the problems are. The cleanup that used to eat your first two weeks of billed time, done before the kickoff call.

Model on verified inputsNot the mess you inherited
Margin
Miscategorizations
expenses booked to the wrong account, distorting COGS, OpEx, and margin
Earnings
Missed amortization & depreciation
schedules that never posted, overstating earnings
Matching
Unbooked accruals & prepaids
costs landed in the wrong period, breaking the matching principle
Prior
Duplicates, reversals & drift
entries carried wrong from prior periods
How it works

From connection to client-ready in four moves.

01

Connect

Link your client’s QBO company via OAuth. One-click setup per client.

02

Converse

Ask Claude to pull reports, categorize transactions, post journal entries, or reconcile an account. Just describe what you need.

03

Review & approve

Every write operation is proposed first. You confirm before anything hits the books.

04

Deliver

Generate branded PDFs and share with your client. Documentation is built in.

Human in the loop

Nothing touches the books until you approve it.

Numbers Game proposes every categorization, reconciliation, and journal entry, then stops. You see exactly what it wants to do, and why, before a single write reaches QuickBooks. There’s always a human in the loop: you.

Propose, then approveRead-only until you confirmYou stay in control
Proposed
Categorize Boreal Software, Inc.
Software & Subscriptions · awaiting your approval
Approved
Reconcile Citywide Power & Light
Utilities · you approved · written to QuickBooks
Proposed
14 adjusting entries, February close
review line by line, approve before posting
Draft
Report P&L · Feb 2026
ready for you to review and send
Before you sign

Three questions firm owners ask first.

01

“Won’t this replace my staff?”

No. It replaces the part of their job none of them went to school for. They do more close work, more advisory, more of what made them join an accounting firm in the first place.

02

“How is this different from what QBO is shipping?”

QBO is making the existing job faster. Numbers Game changes what job you’re paid for.

03

“Why should I trust an AI with my clients’ books?”

You shouldn’t, blindly. Every write is proposed first, and nothing posts to QuickBooks until you approve it. The bookkeeper is still in the chair. The work just doesn’t take all week anymore.

Priced per connection, not per seat.

Every plan ships with every capability. The price tracks the books we keep and the level of hand-holding you want, not the org chart.

Starter
$ 149/ month
3 QuickBooks Online connections

For solo CPAs and bookkeepers running a small book of business.

  • Every capability, no limits
  • Unlimited team seats
  • Email support
  • Self-serve setup
Sign up
Scale
$ 799/ month
30 QuickBooks Online connections

For multi-partner firms scaling past 30 client books.

  • Every capability, no limits
  • Unlimited team seats
  • Email support
  • Dedicated implementation partner
Sign up
Enterprise
Contact
Unlimited connections

For groups, multi-entity holdcos, and firms with bespoke compliance.

  • Every capability, no limits
  • Email support + live sessions with a human
  • Dedicated implementation partner
  • Custom data residency, DPA, MSA review
Contact sales

Bring a real QBO file. Leave with a number.

Book a 30-minute walkthrough. You’ll leave with a branded close report, and a number for what your firm could charge if you stopped pricing like a bookkeeper.