QuickBooks, connected to the assistant you already use.
Ototo gives Claude, ChatGPT and Microsoft 365 Copilot the reports, transactions and permitted actions in your QuickBooks companies, through one connection your admins control.
4 expense accounts moved more than $5,000 or 15% from August. Here’s what drove each, with the records to check.
What’s an MCP?
The Model Context Protocol is the open standard AI assistants use to connect to business systems. Ototo is an MCP server for QuickBooks: it gives your assistant tools like “get general ledger” or “create journal entry”, and checks permissions every time one is used.
Claude, ChatGPT or Microsoft 365 Copilot. Does the reasoning and drafts the work.
- Checks each user’s permissions on every request
- Applies each company’s policy
- Keeps a record of who did what, never the numbers
Every company you connect. Stays the system of record.
Connected in three steps. No code.
Connect QuickBooks
Sign in with Intuit and choose the companies to connect. Add more anytime.
Choose who can do what
Everyone starts read-only. Grant more by company, by user and by tool group.
Add Ototo to your AI
Paste one address into your assistant and sign in. Then just ask. Quick start →
152 tools in 9 groups, read-only to start.
Writes and deletes stay off until an admin turns them on for a user, a company and a tool group. Employee information is off entirely by default.
| Tool group | What it covers | Default |
|---|---|---|
| Sales & payments | Invoices, estimates, payments, deposits, credit memos, sales receipts, refunds | Read only |
| Bills, vendors & purchases | Bills, bill payments, purchases, purchase orders, vendors, vendor credits | Read only |
| Customers | Customer records and balances | Read only |
| Accounting | Accounts, journal entries, classes, departments, transfers | Read only |
| Products & services | Items and their prices | Read only |
| Reports | P&L, balance sheet, cash flow, general ledger, trial balance, agings, budgets | Read only |
| Taxes | Tax agencies, codes and rates | Read only |
| Company & settings | Company info, terms, payment methods, attachments, custom field list | Read only |
| Employees & time | Employees and time activities | Off |
Read and write the fields your team relies on.
Project codes, PO numbers, cost centers: your assistant reads custom field values on invoices, estimates, sales receipts, bills, purchase orders and customers, and with write access, sets them. Field definitions stay in QuickBooks.
“Which bills over $5,000 this quarter are missing a PO number?”
“Tag every Atlas Logistics invoice related to SOW #3 with project code ATLAS-24.”
Already tried QuickBooks’ own AI connector?
It’s a good starting point, and it’s stronger than Ototo for payroll, payment links, sending invoices and lending. Ototo goes deeper into the accounting work.
| Capability | Ototo | QuickBooks connector (Intuit) |
|---|---|---|
| General ledger and trial balance | Included | Not listed |
| Budget vs. actual | Included | Not listed |
| Create and correct journal entries | Included | Not listed |
| Bills, vendor credits and bill payments | Included | Not listed |
| Read and write custom fields | Included | Not listed |
| Permissions per user, per company and per tool group | Included | Not listed |
| Payroll, payment links, sending invoices and lending | Coming soon | Included |
“Not listed” means absent from Intuit’s published tool list as of October 2026. QuickBooks is a trademark of Intuit Inc. Ototo is not affiliated with Intuit.
Start with last month’s variances.
Connect QuickBooks, add Ototo to your assistant and ask it to explain last month’s biggest variances. It’s read-only, so nothing in your books changes. 7-day free trial, no card needed.