Data to AI™ / Claude/QuickBooks
Get answers on receivables, payables and budget variance from your live QuickBooks books in Claude, with customer data masked before the model sees it.
Less tokens, better answers.
Claude
Which customers owe us the most, and how old is their oldest unpaid invoice?
Northwind Supply has the largest open balance, $19,400, almost as much as the next two customers combined ($22,460). Its oldest open invoice was due on 14 Jul.
| Customer name | Open balance | Oldest Due date |
|---|---|---|
| Northwind Supply AR Aging Detail Report | $19,400 | 14 Jul 2026 |
| Bluebird Studio AR Aging Detail Report | $12,180 | 3 Aug 2026 |
| Harbor Dental AR Aging Detail Report | $10,280 | 21 Aug 2026 |
Open balance comes from the AR Aging Detail Report, which pulls all current data on each run, not from summing invoice history.
QuickBooks is accounting software for small and medium businesses. Dataddo extracts its transactions and standard reports, from invoices and bills to AR and AP aging, cash flow and profit and loss.
Which customers in the AR Aging Detail Report have an Open balance more than 60 days past the Due date? Group by Customer name, largest first.
Before the weekly collections call, the AR specialist gets the overdue list and then asks for the Payments behind each name, instead of rebuilding the aging spreadsheet.
Where are we over budget this year? Compare Budget Detail - Amount by account with the matching Account totals in Profit and Loss V2.
At month end the controller lines up Budgets with the profit and loss summary in one chat, then drills into Profit and Loss Detail for lines that ran ahead of plan.
Query the AR Aging Detail Report through the dataddo server and write overdue Open balance by Customer name to reports/ar-aging.md.
A finance analyst who keeps month-end notes in a repository lets Claude Code produce the aging section from live data instead of pasting numbers by hand.
Data to AI™ is free while in private pre-release. We onboard teams in waves and shape the product with their feedback. At launch, it will be priced like the AI assistants your team already uses. Need tailored contracts or volume pricing? Talk to us about Enterprise.
Serve governed business data to Claude, ChatGPT and other AI tools over MCP.
Free during pre-release
Flexibly deploy Dataddo in any cloud or hybrid environment.
We have a payment model that works for you
| Without Dataddo |
With Dataddo
|
Outcome for you | |
|---|---|---|---|
| Getting QuickBooks data into Claude | The aging report, invoice list and payments are run and exported separately, then attached to a Claude chat as files. | Claude reads AR Aging Detail Report, Invoices and Payments through the Dataddo Data Access connector, enabled from the + menu in any chat. | No exports to attach |
| Customer names and contact data | A general ledger or customer export puts every customer and vendor name into a file shared with the model. | Exclude columns or hash them when you create the source, so raw names never reach Claude while hashed values still join across datasets. | Personal data stays out |
| Large transaction histories | A long invoice history exported in one go is easy to cut short, and Claude cannot tell that the attached file is incomplete. | Load the history with a data backfill in batches of up to 1,000 rows, the QuickBooks API limit, and Claude queries the whole flow. | Complete history to ask about |
| Control over each tool | Anything uploaded to a chat is fully visible, with no step between the question and the data. | Claude shows the Dataddo tool permissions, and you choose whether each tool runs freely or asks first. | You decide what runs |
| Token consumption | Claude spends tokens exploring raw QuickBooks columns, sampling rows and retrying until it understands the data. | Field definitions and relations are supplied up front, so the model skips the exploration and goes straight to the answer. | Less tokens per answer |
| Answer quality | Prone to wrong joins, invented fields and numbers that are hard to check. | Answers grounded in defined fields. In the Dataddo benchmark, 78.5% of questions were answered correctly, against 65.5% with plain CSV files. | Better answers |
The QuickBooks datasets finance and RevOps teams use most, with their real field names. Claude queries them by name through the Dataddo semantic layer.
List of curated datasets
Need a dataset, metric, or attribute you don't see?
Tell us what's missing and we'll add it to the connector.
Runs on the schedule you set, for example daily. The QuickBooks API returns up to 1,000 rows per batch, so larger histories are loaded in multiple batches with a data backfill.
QuickBooks connector →We asked 43 pre-registered questions of three real datasets - Google Search Console, HubSpot deals and Google Ads - and delivered the same rows to the same model in four ways. Only the data layer changed.
of questions answered correctly - the best of the four delivery methods tested
fewer confidently wrong answers - 14.0% of runs against 24.0% and 26.3%
more correct answers on messy CRM data - better on 8 questions, worse on none
Same model, prompts and rows in every condition; 759 graded runs, ground truth frozen before any run. On Google Search Console alone, documented CSV files did as well as Data to AI™ - the advantage comes from messier data such as HubSpot deals.
Read the benchmark →Create a QuickBooks source in Dataddo with datasets such as Invoices, Payments and AR Aging Detail Report, and attach it to a Claude destination or AI Model. In Claude, add a custom connector with the URL https://headless.dataddo.com/mcp-data and sign in. In Claude Code, run claude mcp add.
Dataddo extracts QuickBooks data on a schedule and serves it through the Data Access MCP server. Claude connects to that server with your Dataddo login, never to QuickBooks directly, and reads only flows attached to an AI destination or AI Model.
No. Claude only queries data Dataddo has already extracted, by entity and field name, and Dataddo never accepts SQL from the model. Nothing is written back to your books, so invoices and payments stay as you posted them.
Yes. Add the server with claude mcp add, sign in with /mcp or claude mcp login dataddo, and Claude Code can query the same QuickBooks entities while you work in a repository.
Exclude the columns when you create the QuickBooks source, or hash them. Hashed values still join across datasets, so Claude can match invoices to payments, but raw names never reach the model.
Claude sees what the attached flow holds. The QuickBooks API returns up to 1,000 rows per batch, so long invoice histories are loaded in several batches with a data backfill before you ask about earlier years.
Any plan. Free allows one custom connector, Pro and Max users add it themselves, and on Team and Enterprise an Owner adds it once while members sign in with their own Dataddo account.