Connect Claude to your books.
Solid Accounting’s local gateway lets Claude enter, categorize, and answer questions — every change attributed, reversible, and waiting for your approval.
Claude Desktop via MCP · Every tier · You approve writes
Hand off the busywork. Keep the control.
Claude works in a real double-entry ledger through the gateway. It proposes; you approve. Nothing posts behind your back.
- Automate data entry“Enter these 30 receipts” — it drafts balanced journal entries from your description or a file, ready for you to approve.
- Categorize in bulkHand it a pile of imported transactions; it proposes accounts with confidence and flags the uncertain ones.
- Answer questions about the books“What did I spend on contractors last quarter?” — it queries the ledger and answers, with the entries behind it.
- Help close the monthDraft reconciliations, surface anomalies, and prep adjusting entries — you review and post.
Connect through MCP — a few clicks, or a few lines
Solid Accounting exposes your books as a local MCP server, so the Claude tools you already use connect to it directly. Connecting your own AI assistant and the local API need the Professional or Accountant tier.
Turn on the gateway
Enable the local AI gateway in Solid Accounting and issue a scoped key. It listens on your computer only — nothing is exposed to the internet.
Add Solid Accounting in Claude Desktop
Connect Claude Desktop per company from inside Solid Accounting — Settings → AI → Connect writes the connector config for you. Claude Code uses the same MCP server over stdio.
Claude works through the guarded gateway
Every request runs under the same capability tiers, attribution, and audit trail, so you can give it real reach and still undo anything.
Prefer to script it? The same thing is a plain local REST API:
# Point any agent at your books — the manifest tells it how GET http://127.0.0.1:21384/api/v1/agents.md # Every write carries who/what/why — and groups for one-click undo POST /api/v1/journal-entries/batch-categorize X-API-Key: sk_live_••••• X-Actor-Reason: Recategorized June expenses per user X-Actor-Session: claude-2026-06-13 → 200 { data: { updated: 12 } } # logged · reversible · tier 1 # Tried to touch a closed period? The gateway refuses — by construction. → 409 { error: { code: PERIOD_CLOSED } }
Using a different assistant? ChatGPT · Gemini · On-device AI (coming soon)
Give Claude real reach — without handing over the keys
Every change your own AI assistant makes goes through one guarded path. The accounting rules can’t be talked around.
- It can’t unbalance your books. Every posted entry must balance — the gateway rejects anything that doesn’t.
- It can’t touch a closed period. Writes dated inside a locked period are refused, not negotiated.
- Every change is attributed and can be undone. AI writes are grouped per session for one-click undo, and the hash-chained audit trail records who, what, and when.
- Reach is capped by tier. A credential can read, or make reversible edits; high-stakes actions wait for your approval.
- Unattended runs can wait for review. Route an agent’s work to a review queue so a person signs off before it posts.
- Nothing is sent on your behalf. It can propose reconciliations and draft reminders; completing a reconciliation or sending anything stays a human act.
Higher tiers don’t run autonomously — they ask you first.
Put Claude to work on your books.
Buy Solid Accounting once from $349 and keep using the version you bought. Renew Updates & Cloud Services when you want new releases and connected services. 30-day free trial. 30-day money-back guarantee.
From $349 one time, with year 1 of Updates & Cloud Services included. Later years are optional. 30-day free trial. 30-day money-back guarantee.