Year-end · Catch up before tax season, inside Claude or ChatGPT →
clozy Request early access
AI accounting for service and software businesses

Set it up once. Never stress about accounting again.

Clozy is AI accounting that works inside Claude and ChatGPT. It keeps your books current from your bank, cards and Stripe, and only pings you when it needs an answer.

Request early access →See how it works
  • Read-only bank access
  • Reconciled to your bank
  • Your accountant gets a login
  • Free during the beta
Works with ClaudeChatGPTdotsGrok BotMuse
Northwind Studio · Books 2026
Catching up0 / 1,412
  • Jan 04Stripe payoutSales3,920.00✓
  • Feb 11FigmaSoftware−45.00✓
  • Mar 02Mercury → AmexTransfer−2,000.00✓
  • Apr 18Delta Air LinesTravel−612.40✓
  • Jun 03GustoPayroll−6,412.30✓
  • Jul 24AWSHosting−1,240.00✓
  • Aug 29WeWorkRent−850.00✓
  • Oct 27Stripe payoutSales2,950.00✓
Year 2026caught upReconciled
ClaudeClozy connected
Ask about your books…↑
Who it's for

Built for owners who'd rather run the business.

US service and software businesses with a few bank and card accounts.

Consultants and agencies

Clients pay you. You pay contractors.

Every client payment, contractor and expense recorded, with receipts attached.

Software and SaaS

Stripe revenue, sorted correctly.

Payouts, fees and refunds split out, so revenue and costs are right.

More than one business

Separate books. One login.

Each company's books kept apart, all in one place.

Payroll on Gusto or Justworks? Connect it, and every payroll is recorded with the rest of your books.

Not yet a fit: inventory, point-of-sale or job costing.

How it plugs in

One connector. Accounting inside your AI.

Your accounts flow into Clozy. A real accounting engine does the math. Your AI is where you talk to it.

Bank accountsRead-only
Credit cardsRead-only
StripeSales and fees
PayrollGusto and Justworks
ReceiptsForward by email
StatementsOlder months, even PDFs
clozyAccounting engine
Your AI agentConnected
✓Every transaction recorded
✓Transfers matched
✓Payroll recorded
✓Receipts attached
✓Reconciled to the bank
✓Tax package for your preparer
01

Connect your accounts

A few minutes, and read-only.

02

Add Clozy to your AI

One connector for Claude, ChatGPT or your agent.

03

Let it run

It catches up, then keeps your books current every day.

Switching from QuickBooks

Leave QuickBooks with proof, not a leap.

Connect QuickBooks read-only. Clozy brings your books over, checks them against your trial balance, and shows how often it agrees with your categories before you switch.

  1. 1

    Connect QuickBooks

    Read-only. Clozy never changes your QuickBooks. On QuickBooks Desktop? Drop in five standard reports.

  2. 2

    See what came across

    Your chart of accounts, customers, vendors and opening balances, checked account by account against QuickBooks.

  3. 3

    Compare before you switch

    Clozy categorizes your recent months on its own, then shows where it agrees with QuickBooks and where it doesn't.

  4. 4

    Switch on your date

    Opening balances are recorded, your QuickBooks history is kept for reference, and your bank feeds take it from there.

QuickBooks ClozyRead-only
64Accounts
212Customers
148Vendors
3,912Transactions saved
  • ✓Debits and credits balance at $412,880.00
  • ✓Matches QuickBooks: 41 of 43 accounts
  • !Undeposited Funds differs by $1,250.00Why: a deposit QuickBooks has not cleared
Clozy agrees with QuickBooks0%

On the last 3 months: 312 of 332 transactions. Clozy used only earlier months, and recorded nothing.

Where they differ
AmazonOffice Supplies → Software6
UberMeals → Travel4
More than accounting

It pays for itself. Then it helps you earn more.

All your money in one place, so your AI can answer real business questions with real numbers.

Replacesthe bookkeeperthe accounting appthe year-end scramble

Tap a question. Sample answers. Numbers come from your books. Not tax advice.

ChatGPTClozy connected
Ask about your business…↑
Security and accuracy

Friendly on the outside. Serious math inside.

Real accountingAn engine does the math, not the AI.
Read-onlyClozy can never move money.
CheckedEvery account reconciled to the bank.
PrivateClozy never uses your data to train AI models.
What your preparer gets

A tax package you can open and check.

  • Profit and loss and balance sheet
  • Trial balance and general ledger
  • Every month reconciled to the statement
  • Schedule C, 1065, 1120-S or 1120 lines
  • Import files for UltraTax and Lacerte
  • Line summary for Drake and ProConnect
See a sample package →
“I paid about $900 a month for messy books. Now my AI keeps them, and I answer a question now and then.”

Gil Hildebrand · Founder of Clozy

Hand your accounting to your AI.

Free during the beta. A person on our team replies to every request.

  1. 1Tell us about your business. It takes two minutes.
  2. 2A person on our team replies and sets up your access.
  3. 3Connect your accounts, add Clozy to your AI, and it starts catching up.
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