For firms

An AI accountant built for the firm, not the freelancer.

Numbers Game is licensed per QuickBooks connection, branded with your firm’s identity, and governed by partner-level controls. It’s a team tool, designed for the way accounting firms actually run.

What firms get

Access control for a firm with many clients, many hands.

01

Access levels for every team member

Give each person full access to create, edit, and void transactions, or read-only access to view them. The view-only role is enforced on the server, not in the browser, so it can’t be escalated from the client side. On every plan.

02

Scoped to the right books

Assign each team member only the QuickBooks companies they should touch. Every other client’s books stay invisible to them, no shared logins, no all-or-nothing access.

03

Outside collaborators, not your whole roster

Invite an external finance provider or fractional CFO into a single client’s books. They see that one engagement, never the rest of your client list. Team members are unlimited on every plan, so a view-only collaborator costs you nothing.

04

See every action, live

Every MCP tool call across the firm lands in one activity log: which client, which tool, success or failure, and how long it took. Filter by client, tool, or status. The full trail exports with your firm data.

05

Revoke any connection in seconds

Every partner and staffer connects their own Claude or ChatGPT, each scoped to the real company names you approve. See every connected app and cut any one of them in about 30 seconds when a person leaves or a client moves on.

From a firm

The modeling use case, in a CFO’s words.

Every time I needed to audit our opex, update our financial models, or verify overdue AR, I had to log into multiple QBO accounts, one client at a time. Now I can ask Claude to pull the data and even run some of the modeling for me. A recent opex audit across three entities would normally have taken me a few days. With Numbers Game it was done in under two hours. It's one of the most powerful MCPs I have.

Read the full PrismEdge use case study →

How firms use Numbers Game

Four jobs the firm runs every month.

Weekly review

Numbers Game posts a Friday recap into each client’s Slack channel: reconciliation status, exception list, AR/AP aging. Staff review Monday morning.

Month-end close

Run the firm’s close checklist per client. Numbers Game proposes adjustments, attaches reconciliation PDFs, and produces a Close Report. The assigned accountant approves before anything posts.

Client deliverables

Branded Board Report, Reconciliation Report, and Issues Report drop into the client channel on the close date, every month, on time.

Onboarding new clients

New QBO connection takes one click. The first week is usually historical cleanup; Numbers Game handles bulk reclassification with full preview.

The rest of the firm fit

Priced and branded like a firm tool.

Per-connection pricing

You pay for books kept, not seats filled. Unlimited team members on every plan.

Firm-wide branding

One brand kit, applied across every client deliverable.

Data residency

US, EU, or hybrid on Enterprise.

See the firm view of Numbers Game.

A 30-minute walkthrough with a partner on the call, brand kit, approval before posting, per-connection access, the whole thing.