Short answer
ERP Sync syncs every QuickBooks Online and NetSuite company in a group into one ledger and reports across them: balance sheet, income statement (also by class), trial balance, budget vs actual from QuickBooks budgets, and AR/AP aging — by total, year, month or company — with drilldown to transactions and attachments and export to Excel.
What you get
- Full and incremental sync from QuickBooks Online (with Intuit webhooks) and NetSuite, plus imported entities that have no live connection.
- Client groups → companies → departments/classes, so reports run at any level.
- Balance sheet, income statement, income statement by class, and trial balance — in total, yearly, monthly or by-company columns.
- Budget vs actual using your QuickBooks Online budgets.
- AR/AP aging with a combined view across entities, linking back to the transaction in QuickBooks or NetSuite.
- Drilldown from any number to the transactions and their attachments, and export to Excel.
The same ledger feeds the Excel add-in and the agent tools, so a number in a chat, a workbook and the dashboard is the same number.
What to ask your AI agent
With ERP Sync connected to Claude, ChatGPT, or another MCP-capable agent, requests like these work as written:
Give me September revenue and gross margin for every company in the group, largest first.
Which vendors does this company usually post to Repairs & Maintenance, and how much per month?
Find the GL lines for check 10452 across all entities.
The ERP Sync tools behind it
These are the MCP tools an agent calls. Each one is switched on or off per user, and read-only versus read-write is set per feature.
| Tool | What it does |
|---|---|
| erp_gl_balance_sheet / erp_gl_income_statement | Statements by total, year or month, with department filters. |
| erp_gl_lines | Searches GL lines by account, entity, reference, memo or amount; history roll-ups. |
| erp_org_companies / erp_org_groups | The group, company and department structure. |
Limits and requirements
- Combined views add entities together; ERP Sync does not calculate intercompany eliminations.
- Budget vs actual reads QuickBooks Online budgets.
Frequently asked questions
Do the reports tie to QuickBooks?
That’s the design goal: ERP Sync reconciles to the source at the account level, and agents can pull the live QuickBooks report to prove a tie-out.