AI Accounting Automation for QuickBooks & NetSuite —
Safely
ERP Sync syncs your QuickBooks Online, QuickBooks Desktop and NetSuite general ledger, automates bank feeds and bank rules, ties out prepaid and accrual schedules, reports live in Excel, and lets AI agents do the month-end close work — behind guardrails a CPA trusts with real client books. See how it works.
What ERP Sync Does
Four pillars, one platform: your ledger synced, your documents readable, your reports live, and your AI agents working — safely.
Sync QuickBooks Online and NetSuite into a governed data warehouse that stays reconciled to your ledger account by account.
Key Benefits
- Full historical sync plus continuous incremental updates
- Financial statements that tie back to QBO and NetSuite
- Multi-entity and multi-company support from day one
- Your accounting system stays the system of record
Featured: Account-level reconciliation between warehouse and ledger
Connect Google Drive, Microsoft 365, and email so every invoice and statement is read, indexed, and searchable next to the transactions it supports.
Key Benefits
- AI-powered OCR reads scans word by word, with confidence scores
- Hybrid search: exact text match plus semantic meaning
- Deep links from a transaction to the exact page of its document
- Duplicate detection across Drive, SharePoint, and email sources
Featured: Every document searchable and linked to your books
The ERPSYNC Excel add-in turns the grid into a live reporting layer: balances, ratios, and trends pulled straight from your books, no exports.
Key Benefits
- Live functions: =ERPSYNC.SUBTOTAL, =ERPSYNC.RATIO, =ERPSYNC.TREND
- Entity and date-range parameters built into the worksheet
- Reports refresh in place — no more stale exports
- Works with Claude for Excel so AI can build reports for you
Featured: Your spreadsheet becomes the control channel for AI
Give Claude, ChatGPT, and other AI agents safe, permissioned access to your books through ERP Sync’s MCP server — so the AI does the work, not just the talking.
Key Benefits
- Agents query financials, documents, and vendors directly
- Tenant isolation and per-user permissions on every tool
- All reads and writes pass through one audited gateway
- Repeatable close workflows an agent can run end to end
Featured: MCP server built for accounting data, not demos
ERP Automation
Sync QuickBooks Online and NetSuite into a governed data warehouse that stays reconciled to your ledger account by account.
AI-Powered Bill Processing
Connect Google Drive, Microsoft 365, and email so every invoice and statement is read, indexed, and searchable next to the transactions it supports.
Live Excel Reporting
The ERPSYNC Excel add-in turns the grid into a live reporting layer: balances, ratios, and trends pulled straight from your books, no exports.
AI Agent Access
Give Claude, ChatGPT, and other AI agents safe, permissioned access to your books through ERP Sync’s MCP server — so the AI does the work, not just the talking.
One Platform, Three Layers
ERP Sync isn't another dashboard bolted onto QuickBooks. It's a full stack for AI-era accounting, built and used daily by a practicing CPA.
ERP Sync — the execution layer
Syncs QuickBooks Online and NetSuite into a governed data warehouse, reads your documents with AI-powered OCR, reports live in Excel, and exposes it all to AI agents through a permissioned gateway.
ContxOS — the workflow & memory layer
Our companion system, ContxOS, gives AI agents durable memory and repeatable workflows, so month-end doesn't start from a blank chat window.
Encoded accounting expertise
Real close procedures — intercompany reconciliation, AP invoice identification, vendor cleanup — captured as runnable workflows an agent can execute against your books.
Built for Trust
Tenant-isolated data with database-level security, a single audited gateway for every read and write, and per-user control over which companies and tools AI agents can touch.
Industries We Serve
ERP Sync and our advisory practice are shaped by real multi-entity work in these industries.
Lending & Financial Services
Multi-entity portfolios, intercompany reconciliation, and investor-grade reporting for lenders and finance companies.
Freight & Logistics
Shipment-level cost tracking, carrier settlements, and transportation accounting that ties to the GL.
Food & Produce Distribution
Lot tracking, landed costs, and perishable inventory management connected to your books.
Manufacturing & Wholesale
Inventory control, production cost tracking, and supplier management tied to accurate financials.
Ecommerce & Shopify Brands
Sales channels, fulfillment, and payment processors reconciled into clean financial reporting.
Real Estate Management
Multi-entity accounting for property portfolios, investor reporting, and lease management.
Why Accountants Choose ERP Sync
A product built by the person who has to trust its numbers
Built by a Practicing CPA
ERP Sync runs real multi-entity books every day. Its features exist because a working controller needed them, not because a product roadmap said so.
AI With Guardrails
Agents get real access to your books — through tenant isolation, permissioned tools, and one audited gateway for every read and write. Power without the free-for-all.
Your ERP Stays in Place
QuickBooks Online or NetSuite remains your system of record. ERP Sync keeps its warehouse reconciled to it account by account — no rip-and-replace, no lock-in.
Breaking Down Accounting Data Silos
Your accounting system, your documents, your spreadsheets, and now your AI tools — each becomes its own silo of information. That's the problem ERP Sync was built to solve:
Documents Nobody Can Find
Invoices live in email, Drive, and SharePoint — disconnected from the transactions they support.
Spreadsheets That Go Stale
Every report is a fresh export, and every export is out of date by the time someone reads it.
AI That Can't See Your Books
Copy-pasting reports into a chat window isn't AI adoption — it's another silo, with extra risk.
ERP Sync connects your ledger, your documents, your Excel workbooks, and your AI agents to one governed source of truth — with custom integrations for everything else.
See How ERP Sync Works
What ERP Sync Connects
Your ledger, your files, your spreadsheets, and your AI tools — one governed platform.
QuickBooks Online
Full sync with incremental updates
NetSuite
Account-level GL reconciliation
Google Drive & Microsoft 365
Documents, OCR, and search
Excel
ERPSYNC add-in with live functions
Claude & ChatGPT
AI-agent access via MCP
Snowflake & BigQuery
Data hub for Power BI & Tableau
Supabase & Postgres
Governed data warehouse
Custom APIs
Connect to any system
Frequently Asked Questions
Common questions about ERP Sync and working with AI on your books
What is ERP Sync?
ERP Sync is a financial data platform that syncs QuickBooks Online and NetSuite into a secure data warehouse, reads your invoices and documents with AI-powered OCR, powers live financial reporting in Excel through the ERPSYNC add-in, and gives AI agents like Claude and ChatGPT safe, permissioned access to your books. You keep your accounting system; ERP Sync makes it AI-ready.
Is it safe to let AI agents work with my accounting data?
Yes — ERP Sync was built for exactly this. Every company's data is isolated with database-level tenant security, AI agents connect through a permissioned MCP server, and all reads and writes pass through a single audited gateway. You control which companies and which tools each user's agents can access, and your source system is never exposed directly.
Do I have to leave QuickBooks or NetSuite to use ERP Sync?
No. ERP Sync sits on top of your existing accounting system. QuickBooks Online or NetSuite remains your system of record, and ERP Sync keeps its warehouse tied to it account by account, so your reports always reconcile back to the source. There's no migration project and no rip-and-replace.
What does the ERPSYNC Excel add-in do?
It turns Excel into a live reporting layer over your accounting data. Custom functions like =ERPSYNC.SUBTOTAL, =ERPSYNC.RATIO, and =ERPSYNC.TREND pull live balances, ratios, and trends straight into the grid, with parameter controls for entity and date range. It also works with Claude for Excel, so an AI agent can build and refresh your reports for you — the spreadsheet becomes the control channel.