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LiveFlow MCP

The backbone of your AI agents.

LiveFlow is the bridge between your accounting ledger and every AI tool you use. Connect Claude, ChatGPT, Copilot, Grok or any MCP-compatible agent to QuickBooks Online to read live numbers, generate reports and write changes back, without anyone logging into the ledger.

G2

★★★★★

North America’s #1 platform for strategic, multi-entity finance teams

LiveFlow MCP product overview

01 · Read

Ask any agent about your books.

Your AI tools are only as good as the data they can reach. LiveFlow gives them live, mapped numbers from every QuickBooks Online company, so answers come from the ledger, not a stale export.

✓

Every entity, consolidated or on its own

✓

Accounts, classes, vendors and transactions

✓

Same answers in Claude, ChatGPT, Copilot or Grok

Book a demo →

Ask any agent about your books.
Reports on demand, wherever you work.

02 · Report

Reports on demand, wherever you work.

Ask Copilot in Excel, Claude or ChatGPT for a P&L, a board summary or a variance report. LiveFlow pulls the numbers, your agent builds the report, and every figure ties back to QuickBooks.

✓

P&L, balance sheet, cash flow, aging

✓

Consolidated across every entity

✓

Source and refresh time on every figure

Book a demo →

03 · Write back

Update the ledger without opening it.

Tell your agent what to change. LiveFlow turns it into a proper QuickBooks entry, checks it against your rules and writes it back, so nobody needs a login to the ledger.

✓

Reclasses, journal entries and bills

✓

Balanced and validated before posting

✓

Optional approval before anything posts

Book a demo →

Update the ledger without opening it.
Every agent, on your terms.

04 · Control

Every agent, on your terms.

Decide which agents can read, which can write and which entities each one can see. Every call is logged, so you always know who changed what and why.

✓

Read, write or approval per agent

✓

Scope access to specific entities

✓

A full audit log of every call

Book a demo →

One connection. Every AI agent your team uses.

Your team will keep switching AI tools. Connect LiveFlow once and every agent gets the same trusted ledger underneath.

Claude, ChatGPT, Copilot, Grok

Plus any MCP-compatible client.

Every QuickBooks company

One connection for all your entities.

Read, report, write

From questions to posted entries.

Guardrails built in

Permissions, approvals and an audit log.

Give your AI agents a ledger they can trust.

Connect LiveFlow once and every agent your team uses can read, report and write back to QuickBooks Online, with your guardrails in place.

Book a Demo

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Works with Claude, ChatGPT, Microsoft Copilot, Grok and any MCP client

LiveFlow is an agent of Plaid Financial Ltd. (Company Number: 11103959, Firm Reference Number: 804718), an authorized payment institution regulated by the Financial Conduct Authority under the Payment Services Regulations 2017. Plaid provides you with regulated account information services through LiveFlow as its agent.

© LiveFlow. All rights reserved.

LiveFlow is an agent of Plaid Financial Ltd. (Company Number: 11103959, Firm Reference Number: 804718), an authorized payment institution regulated by the Financial Conduct Authority under the Payment Services Regulations 2017. Plaid provides you with regulated account information services through LiveFlow as its agent.

© LiveFlow. All rights reserved.

LiveFlow is an agent of Plaid Financial Ltd. (Company Number: 11103959, Firm Reference Number: 804718), an authorized payment institution regulated by the Financial Conduct Authority under the Payment Services Regulations 2017. Plaid provides you with regulated account information services through LiveFlow as its agent.

© LiveFlow. All rights reserved.

LiveFlow is an agent of Plaid Financial Ltd. (Company Number: 11103959, Firm Reference Number: 804718), an authorized payment institution regulated by the Financial Conduct Authority under the Payment Services Regulations 2017. Plaid provides you with regulated account information services through LiveFlow as its agent.

© LiveFlow. All rights reserved.

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