Watch the 5-minute demo

Month-end, GST and bank checks usually mean pulling reports and cross-checking spreadsheets.

With Anchor Connector from Anchor Sprint, you just ask Claude.

For example, October’s profit and loss, answered by Claude and matched to QuickBooks.

Claude only reads your books. It can’t change anything.

The connector runs on your PC and links Claude Desktop to your QuickBooks Online company.

Your figures go from QuickBooks to Claude under your Claude plan’s terms. Anchor Sprint never sees them.

For your IT team: it installs per user, keeps its sign-in in Windows Credential Manager, and talks only to Intuit and Anchor Sprint’s own services.

You can disconnect or uninstall it at any time.

Setup is quick, and you don’t need IT admin rights.

Run the signed installer from Anchor Sprint, choose “Only for me”, and click Install.

When it finishes, leave both boxes ticked and click Finish. Claude Desktop restarts with the connector.

Next, connect your company. This step needs a QuickBooks company admin.

Click “Open Intuit sign-in”.

The admin signs in on Intuit’s own page and clicks Connect.

Your QuickBooks password goes only to Intuit.

Intuit then returns you to an Anchor Sprint page.

Click “Finish in Anchor Connector”, and you’re connected.

Access then renews automatically, unless QuickBooks asks an admin to reconnect.

Then add the QuickBooks skills.

They guide Claude through the monthly P&L, GST F5 and bank reconciliation.

Copy the file path, upload it under Customize, Plugins, and you’re ready.

Each PC is licensed for twelve months.

In the Anchor Connector app, open Licence and enter your work email and company name, then the six-digit code we email you. Anchor Sprint then activates it.

A week before it ends, the app reminds you to renew. There’s nothing to reinstall.

You’ll need a paid Claude plan for each user, and one licence per PC. Pricing is in your quote.

Now just ask: “Is QuickBooks connected?”

Claude confirms the company and that the connection is live.

For month-end, ask for October against September.

Claude pulls both months from QuickBooks, lines them up side by side, and explains the biggest movements, like higher subcontractor costs.

Want the detail? Ask what makes up a line, and Claude lists the transactions behind it.

At quarter-end, ask for the GST F5 worksheet, even for a non-calendar quarter.

Claude shows the F5 boxes as QuickBooks reports them, and the transactions behind each box.

It’s for accountant review, not for filing as-is.

For the bank reconciliation, attach your statement and name the account.

Claude flags what’s only in QuickBooks and any amount differences, then saves the full comparison to Excel.

You still tick off the items in QuickBooks.

You can ask your own questions too: who still owes us, and how overdue is it?

Claude lists the open invoices by customer and age.

Or a chart of income and expenses by month.

And if you ask Claude to change something, it explains that the connector is read-only.

Read-only, and your figures stay between your PC, Intuit and Claude.

We’ll set it up together at the online session. Here’s what to have ready. See you there.