Give your AI assistants and agents scoped access to QuickBooks.
Start read-only, add write access tool group by tool group, and see who did what in the activity record. Your agents get exactly the access you choose.
Claude, ChatGPT, Copilot or your own agent. Signs in as a user with its own permissions.
- 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.
Scoped access, not a shared login.
Start read-only
New connections can read reports and records, never change them. Employee information is off.
Grant writes by tool group
Let an agent create bills but not delete them, or edit custom fields but nothing else. Set it per user or agent account and per company.
See every action
The activity record shows which user or agent called which tool, on which company, when, and whether it worked. Never the data itself.
Invite users and set access without leaving the chat.
Admins can ask their assistant to list users, invite someone, change a role or set access. Every change is previewed and needs an explicit confirmation, especially when a name could match more than one user.
“Add maya@yourco.com as a Bookkeeper on Northwind US.”
“I’ll invite maya@yourco.com with Bookkeeper access to Northwind US. Confirm with code 4821 to go ahead.”
Connect an agent in minutes.
Connect QuickBooks, choose what your agent can do, and add Ototo to your assistant. 7-day free trial, no card needed.