Lewis Partners · Internal Tools
The firm’s toolbox.
Internal tools for Lewis Partners staff. Sign in to use them — everything you do runs under your own name and is kept in the audit trail.
Available tools
QuickBooks × Claude Connector
Connects each client’s QuickBooks Online to Claude — reports, ledger queries and record management, with one isolated connection per client and per-user access grants.
Open the dashboard →Bills
Supplier bills and receipts arrive by email, drag-and-drop or phone camera. AI reads them, a person reviews and approves, and the transaction is posted to QuickBooks with the original document attached.
Open the review queue →Month-end close
A checklist per client per period, generated from one firm template. Progress across all clients at a glance; every tick attributed and audited.
Open the close →Intercompany transactions
Compare a Due to / Due from account pair between two companies. Mirrored entries pair up; whatever is left over is the discrepancy to chase. Read-only.
Open the comparison →Audit trail
Every sign-in, AI connection and change to a client’s books, recorded under a real name. Filter by person, client, activity or period.
Open the audit trail →Documentation
How the connector works, how access and security are handled, and how Bills moves a document from an inbox into QuickBooks.
Read the docs →