ERP Sync
Sync QuickBooks Online and NetSuite (QuickBooks Desktop in early access), read every document, report live in Excel, and let AI agents do the work — safely. Built by a CPA who runs multi-entity books on it every day.
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Ledger Sync
QuickBooks Online & NetSuite, always reconciled
ERP Sync pulls your full accounting history into a governed data warehouse and keeps it current with incremental sync. Your accounting system stays the system of record — ERP Sync ties to it at the account level, so financial statements out of the warehouse reconcile back to the source.
- Full historical sync plus continuous incremental updates
- Multi-tenant, multi-company, multi-entity from day one
- Income statement and balance sheet that tie to QBO/NetSuite account by account
- Write-back to QuickBooks through a single validated gateway
Document Intelligence
Every invoice, statement, and contract — readable and linked
Connect Google Drive, Microsoft 365/SharePoint, and email. ERP Sync renders and OCRs your documents with word-level precision, indexes them for both exact and semantic search, and links them to the transactions they support.
- AI-powered OCR with word-level position and confidence scoring
- Hybrid search: exact text match plus semantic meaning, in one query
- Page-anchored deep links — jump from a transaction to the exact page
- Source-aware duplicate detection across Drive, SharePoint, and email
Live Excel Reporting
The ERPSYNC add-in turns Excel into your reporting layer
Stop exporting. The ERPSYNC Excel add-in gives you live custom functions over your synced books — balances, subtotals, ratios, and trends that refresh in place, with entity and date-range parameters built into the worksheet.
- =ERPSYNC.SUBTOTAL, =ERPSYNC.RATIO, =ERPSYNC.TREND, =ERPSYNC.ENTITIES
- Worksheet parameter controls for entity and period — like a mini BI tool in Excel
- Financial ratios exposed transparently, not as black-box numbers
- Works with Claude for Excel: an AI agent builds and refreshes reports in the grid
AI Agent Access
An MCP server built for accounting data
ERP Sync exposes your books, documents, and reports to AI agents through the Model Context Protocol (MCP). Claude, ChatGPT, and other agents can query financials, search documents, look up vendors, and run close workflows — with every call passing through permissioned, audited tools.
- Query GL, financial statements, vendors, and sales data conversationally
- Agents read documents and attach evidence to transactions
- Per-user, per-company permissions on every tool
- One audited gateway for all reads and writes — the source ERP is never exposed directly
QuickBooks Desktop (Early Access)
Desktop books, reachable by AI
A small Windows bridge next to QuickBooks Desktop lets Claude read and write the open company file live through the QuickBooks Desktop SDK. Full Desktop sync into ERP Sync — beside QuickBooks Online and NetSuite — is being built now with early-access clients.
- Live read and write: lists, sales, purchases, journal entries
- Read-only Desktop reports: P&L, balance sheet, trial balance, agings
- Every write sent to QuickBooks at most once, every call logged
- Next: Desktop as a full sync provider with change detection
Security & Governance
Guardrails a CPA trusts with real client books
ERP Sync was hardened for the multi-client reality of an accounting practice: every company’s data is isolated at the database level, access is scoped per user, and privileged operations are gated to the caller’s actual permissions.
- Database-level tenant isolation (row-level security)
- Per-user company access controls
- Privileged database functions gated to caller permissions
- Single choke point for ERP write-back, with validation
Feature guides
Everything ERP Sync does, one guide per job
QuickBooks Online
Connect Claude to QuickBooks Online: an MCP Server for Live Queries, Reports and Writes
Give Claude and other AI agents live, permissioned access to QuickBooks Online: run queries, pull reports, and create or update transactions through one MCP server.
QuickBooks Online
Bulk Accept, Match and Categorize QuickBooks Online Bank Transactions with an AI Agent
Clear the QuickBooks Online For Review queue in bulk: an AI agent groups transactions, catches false matches, accepts matches and adds, posts transfers, and can undo.
QuickBooks Online
Import, Audit and Edit QuickBooks Online Bank Rules in Bulk
Import QuickBooks Online bank rules in bulk with location and account scoping, find rules that collide on precedence, edit rules in place, and delete rules with verification.
QuickBooks Online
Attach Receipts, Invoices and PDF Memos to QuickBooks Transactions in Bulk
Attach receipts, bills and statements to QuickBooks Online transactions in batches, generate a PDF memo for a journal entry, and copy attachments between companies.
QuickBooks Online
Intercompany Reconciliation Across Multiple QuickBooks Online Companies
Match intercompany payments to the other company’s deposits, re-code both sides with rules, and create the missing entry — across every QuickBooks Online company in a group.
QuickBooks Online
Clean Up and Standardize the Chart of Accounts Across QuickBooks Companies
Find accounts that share a number but not a name, bulk rename accounts and change types across several QuickBooks Online companies, and map accounts for reporting.
QuickBooks Desktop· Early access
Connect an AI Agent to QuickBooks Desktop: Live Read and Write Through the Web Connector
Let Claude read and write QuickBooks Desktop live — customers, vendors, bills, invoices, journal entries and reports — through a small Windows bridge. Early access.
NetSuite
Query and Update NetSuite with an AI Agent: SuiteQL and Record Writes over MCP
Let Claude run SuiteQL against NetSuite, create or update journal entries, vendor bills and more, and report on NetSuite beside QuickBooks — with per-user permissions.
Reporting & Close
Live QuickBooks and NetSuite Financial Statements in Excel with the ERPSYNC Add-in
Pull live balance sheets, P&Ls, account balances and monthly trends into Excel with =ERPSYNC formulas — by entity, department and date — and let Claude in Excel build the report.
Reporting & Close
Multi-Entity Financial Statements for QuickBooks Online and NetSuite
Balance sheet, income statement, trial balance, budget vs actual and AR/AP aging across every QuickBooks Online and NetSuite entity — by company, class or month, with drilldown.
Reporting & Close
Prepaid Expense and Accrual Schedules That Tie to the General Ledger
Build prepaid and accrual amortization schedules and balance-sheet reconciliations, auto-match them to GL activity, and catch months where the entry never posted.
Reporting & Close
Import a General Ledger from CSV or Excel for Entities Without a Live Connection
Bring the chart of accounts and GL for entities on other systems into ERP Sync from CSV or Excel, with duplicate detection and balance checks, so every entity reports together.
Documents
Search Every Invoice, Statement and Email Attachment: OCR and AI Search for Accounting
Copy documents in from Google Drive, Gmail, SharePoint, OneDrive and Outlook, OCR them, and let an AI agent find any invoice, check number or VIN by meaning or exact text.
AI Agents & Security
Letting AI Agents Work Your Books Safely: Permissions, Review Pages and Audit
Per-user, per-feature and per-company permissions for AI agents, review-and-approve pages for bulk changes, and bulk data kept out of the chat. How ERP Sync keeps agents in bounds.
Industry Modules
Connect LMN Landscape Software to an AI Agent
Read and write LMN — CRM, estimates, cost codes, jobs, timesheets and invoicing — from an AI agent, next to the company’s QuickBooks books.
The Bigger Picture
ERP Sync executes. ContxOS remembers.
ERP Sync is the execution layer: connectors, sync, documents, reporting, and agent tools. Its companion system, ContxOS, is the workflow and memory layer — it gives AI agents durable context across sessions and turns real accounting procedures into repeatable, runnable workflows.
Together they encode working accounting expertise — intercompany reconciliation, AP invoice identification, vendor cleanup, deposit management — as workflows an agent can execute against your books instead of starting every month from a blank chat window.
That combination is what you're buying: not another dashboard, but encoded expertise that executes itself — with a CPA behind it.