Jan 17 • Announcements
🛑 Is your QuickBooks ready for tax season? (Looking for 3 beta testers)
I'm looking for 3 business owners who want to deploy a "Financial AI Brain" before tax season hits hard.
We all know the pain of manual categorization and digging through reports. I've built a system (using the new MCP protocol) that lets you talk directly to your QuickBooks data.
Imagine being able to just ask your AI:
- "Categorize all expenses from 'AWS' as Software."
- "Generate a P&L for last month and highlight the biggest variances."
- "Who still owes us money from December?"
I usually only build this for internal client use, but I want to open up 3 spots to install this directly into your workflow.
What you get: ✅ I set up the secure server & connections (you don't touch code). ✅ I install the AI Agents tailored for QB. ✅ We do a handover call so you know exactly how to drive it.
It’s a flat $2,000 for the setup. No monthly retainer to me.
If you want to automate your financial clarity for 2026, DM me "QB" and I'll send you the details. First come, first served.
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🛑 Is your QuickBooks ready for tax season? (Looking for 3 beta testers)
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