Lewis Partners · Internal Tools
Accounting made simple —
now connected to AI.
The LP QuickBooks Connector links each client's QuickBooks Online company to Claude AI for reporting, bookkeeping, and review workflows — securely, one client at a time.
Per-client isolation
Every client has its own API key and connection. Claude only ever sees the books behind the key it was given.
Encrypted by default
QuickBooks tokens are AES-256 encrypted at rest; keys are stored as hashes; everything travels over TLS.
Full accounting toolkit
P&L, balance sheet, aging, ledger queries, and record management — driven by plain-language requests.