About |
MosoFin is an AI financial reporting tool that turns your QuickBooks data into clear answers inside Claude. Connect your books once, then simply ask in plain language — "show me April's profit" — and your accounting agent, Bea, pulls the numbers back fresh from your live books. MosoFin is read-only and never writes to your books, with every action recorded in an audit trail you control and access scoped to your workspace, role, and the tools you allow. Built for small-business owners, bookkeepers, accountants, and fractional CFOs who want fast, safe answers on profit, cash, and trends without building dashboards or rebuilding reports in spreadsheets. Start with a 14-day free trial for one connection — no credit card required — with custom plans available for teams. MosoFin is built by BambooX LLC, based in California, USA.