Claude for accounting firms: review client work without giving up control.
Numbers Game MCP connects one Claude organization to the separate QuickBooks Online and Xero client books your firm manages. Review the financials, audit the close, and prepare the reporting narrative without exporting reports, rebuilding context, or mixing company data.
What is a QuickBooks Online MCP for accounting firms?
A QuickBooks Online MCP for accounting firms is a controlled connection between an AI client and the separate QuickBooks Online companies a firm is authorized to manage. Instead of exporting reports into chat or signing into one client at a time, the firm gives its own Claude organization access to approved books while keeping the company boundary intact on every request.
Numbers Game extends that model to Xero as well. Claude can retrieve live accounting context and prepare work, while the accountant decides whether the treatment is right and approves any proposed write before it posts.
The work that starts after a client asks, “What changed this month?”
Numbers Game MCP gives Claude live accounting context, so your team can investigate the numbers before it explains them.
Review the financials
Pull a P&L, balance sheet, trial balance, general ledger, or AR/AP aging, then trace a movement to the transactions behind it.
Audit inherited books
Check the books before you rely on them for a model, board pack, or client recommendation.
Find what needs attention
Surface unusual movements, missing entries, misclassifications, unreconciled activity, and other issues that need a professional decision.
Prepare client commentary
Turn checked numbers into a clear monthly explanation of what changed, why it matters, and what comes next.
From client books to a clear financial narrative.
Use the product page to understand the control model. Use these practical guides when you need to run the work.
Run the close
Follow a firm-owned sequence for exceptions, review points, and reporting in month-end close in Claude.
Set the access boundary
See how approved-company scoping, activity records, and professional review work in the QuickBooks Online and Xero MCP guide.
Keep AI in its lane
Read what a QuickBooks MCP cannot do before you turn a workflow into a promise.
Three guides for the questions that follow a reliable close.
Budget versus actual in Claude
Review the variance, surface unbudgeted spend, and approve proposed QuickBooks P&L budget lines before they are written.
Audit inherited QuickBooks books before forecasting
Check the starting numbers before you build a forecast, board pack, or advisory recommendation on top of them.
Deferred-revenue schedules for QBO Advanced
Prepare a forward revenue waterfall by customer, income account, and month, then tie it back to deferred revenue on the balance sheet.
Work across clients without mixing company context.
A firm with twenty clients should not need twenty disconnected AI setups. Numbers Game MCP gives your firm one controlled way to use its own Claude account across the QuickBooks Online and Xero client books it is authorized to manage.
Each client project stays scoped to the right company. The company restriction is checked on every call, so you can work across client conversations in parallel while keeping each engagement in its own lane.
Why is a multi-client MCP different from a single-company connector?
A single-company connector can be useful for a developer or one finance team. An accounting firm needs to work across many separately owned QuickBooks Online and Xero companies without exposing one client’s books to another client, engagement, staff member, or AI conversation.
A multi-client MCP therefore needs firm-level controls, not just a successful OAuth connection. Numbers Game scopes each AI client to approved companies, supports read-only and write-enabled access per company, records activity, and keeps a person in the approval path.
A disciplined path from review to approval.
Review the financials
Ask Claude to compare periods, surface exceptions, and show the transaction-level evidence behind a movement.
Audit before you model
Identify missing entries, misclassifications, unreconciled activity, and other issues before relying on the books for a forecast, board report, or advisory recommendation.
Resolve what needs judgment
Claude identifies issues and prepares proposed corrections with the supporting context. Your team reviews the proposal, decides whether the accounting treatment is right, and approves the correction before it posts to QuickBooks Online or Xero.
Draft the monthly narrative
Turn checked numbers into a client-ready explanation of what changed, why it matters, and what needs attention next.
For CPAs, CFOs, and accounting firms that need trustworthy numbers.
Accounting firms
Run repeatable review and reporting work across the client books your team manages, without file switching and exported-report sprawl.
Fractional CFOs
Audit inherited books before you stake a financial model, board-ready report, or client recommendation on them.
CPAs and accountants
Spend less time retrieving the numbers and more time explaining what they mean.
Claude prepares the work. Your team approves it.
Scoped access
Access is scoped by user and by approved company. A client can be read-only, write-enabled where appropriate, or excluded entirely.
Review before a write
Numbers Game MCP prepares proposed categorization, reconciliation, journal-entry, and other accounting work. Nothing writes to a client’s books until a person approves it.
Accountable record
Every MCP call is recorded in a firm-readable activity log. QuickBooks Online and Xero remain the systems of record.
Numbers Game MCP, answered directly.
Give Claude the accounting context. Keep the professional review.
Start using Numbers Game MCP with your own QuickBooks Online or Xero client workflow.