Read Access to the Numbers, Approval-Gated Write Access to the Rest.
Your accounting system holds the answers your team asks about every day: open invoices, who is past due, what the cash position looks like, how an estimate should be priced. A private MCP server lets your AI assistant pull those answers in seconds and draft the routine transactions, while every write action still passes through human approval.
Your Books, Your Controls, Faster Answers.
An accounting MCP server is the controlled bridge between your books and the AI tools your team uses. The MCP landscape for accounting now includes first-party servers from Intuit, Sage, and others, community-maintained connectors of varying quality, and the option to build a custom server when neither fits. We help you decide which path is right for each platform in your stack, then we deploy and run it. Whichever path we take, the AI reads what it is permitted to read, drafts what you allow, and writes nothing to the live ledger without an approval step you define.
Financial Data Deserves a Considered Call. We Help You Make It.
Financial systems are the one place where most businesses already have controls: segregation of duties, approval thresholds, an audit trail, a year-end review. Plugging in the first MCP connector that fits is how those controls quietly come apart. The right answer is not the same for every platform, and the call is worth making with help.
- Native first, when it fits. Intuit, Sage, NetSuite, and Microsoft are publishing or have published first-party MCP servers. When the native server is well-maintained and meets your governance posture, we use it.
- Public, but vetted. When a community connector is the right fit, we read the code, pin the version, host it inside your environment, and treat it as supported infrastructure. We do not plug in marketplace connectors blind.
- Custom, when justified. For vertical accounting tools (legal trust accounting, construction job-costing, practice management billing) or for write-heavy workflows that need approval gating, we build the server inside your environment with the controls your auditor expects.
- Same controls across all three. Read and write separated. Approval thresholds you set. Segregation of duties preserved. Full audit trail of every read, draft, and write. Native, public, or custom, the controls do not relax.
Where the Hours Come Back
Receivables on Demand
"Who is over 60 days past due on more than five thousand dollars?" The answer takes a moment, not a meeting. The assistant pulls AR aging, summarizes the top accounts, and drafts the follow-up emails for the controller to review.
Drafted Invoices and Estimates
The assistant reads the engagement letter or the project notes, drafts the invoice or estimate with the right line items and rates, and queues it for approval. The bookkeeper reviews, edits if needed, and posts.
Anomaly Detection on Daily Activity
A duplicate vendor payment, an out-of-pattern expense, a sudden change in deposit cadence. The assistant flags it the morning of, not at month-end close.
Cash Flow Answered in Plain English
"What does cash look like through the end of the month if the two largest receivables come in on time?" The assistant pulls the figures, runs the scenario, and gives the team a working answer.
Expense Coding Assistance
A bank feed comes in with a hundred uncategorized lines. The assistant proposes a category for each based on prior coding, the bookkeeper reviews in bulk, and the ledger stays clean.
Month-End Close Support
The assistant runs the standard pre-close checklist: unposted transactions, unreconciled accounts, mismatched balances, missing receipts. The controller starts close with the list already in hand.
What We Build For
We build MCP servers for the accounting platforms our clients actually use:
- QuickBooks Online and QuickBooks Desktop
- Sage Intacct and Sage 50
- NetSuite
- Xero
- Microsoft Dynamics 365 Business Central
- FreshBooks and Wave for smaller engagements
- Vertical accounting tools: practice management billing, construction job-costing, legal trust accounting, property management ledgers
How We Work With You
- 01
Step 1 — Discovery
We sit with your bookkeeper or controller and understand the daily routine. Where the questions repeat. Where the draft work eats time. Where the approval thresholds need to live. What your auditor expects to see in the trail.
- 02
Step 2 — Design
We map which actions are read-only, which are draft-and-approve, and which need to be blocked outright. We define the approval thresholds, the routing, the audit destination, and the recovery path if something gets posted in error.
- 03
Step 3 — Build
We deploy the server, wire it to your accounting platform's API with the minimum scopes needed, and connect it to the AI tools your team uses. We test against a sandbox or a non-production company file before anything touches the live ledger.
- 04
Step 4 — Manage
We monitor performance, apply updates as the underlying platform changes, tune the approval rules as your business grows, and stay on the line when your finance team has a question. You are not on your own.
Built for the Audit.
Every accounting MCP server we build is designed to be reviewable. Your auditors get a clean trail of who asked what, what the AI proposed, who approved, and what posted. For clients in regulated industries or those preparing for a SOC 2, we map the controls explicitly to your compliance framework and produce the documentation your reviewer needs. We have done this for clients at UOTech.co for years; AI does not change the fundamentals.
Built for Finance Teams of 5 to 500.
This is built for finance teams who want speed without giving up control:
- A bookkeeper or controller who would gain hours back if routine questions stopped becoming meetings.
- A finance team already drafting too many invoices, estimates, or expense entries by hand.
- A business preparing for an audit or SOC 2 review that needs an AI use case it can defend.
- A practice that bills through a vertical system and wants the AI assistant to understand both the billing platform and the GL.
Tell Us Which Questions
Your Finance Team Answers the Most.
Walk us through your day. We will tell you which of those answers an AI assistant should be pulling automatically, where the approval gates should sit, and what the build will cost.
- No sales script. A real conversation with someone who has been inside businesses like yours.
- A 30 minute call, an honest read on where AI fits and where it does not.
- Straight pricing. No surprise invoices.
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