Scale your firm’s judgment.
Legix codes 9 out of 10 transactions, more as it learns. Buckets the rest for your review. Shows its work on every number, across every client.
- ✓Syncs with QBO
- ✓90%+ learned accuracy
- ✓Works from Claude
The workarounds add up.
Every firm on QuickBooks has built a system of rules, exports, and spreadsheets to cover the gaps. Each one costs something.
More on a messy one. Rules are maintenance, and no matter how many you add, they never learn how your firm does the books.
Keep doing the work. It learns your judgment from what you do, and when something needs context, you write one note in plain English.
If the text match isn’t exact, you’re back to writing another rule for another edge case.
Past reasoning carries over, so a familiar vendor under a new name still gets handled. When the pattern is genuinely unclear it flags the line and asks you to confirm, which teaches it.
Three exports to drill three versions of one question, and another export the moment the client asks something else.
Click a total and see what’s under it. Regroup, rescope, change how time runs, without rebuilding the report.
A CSV of account totals, with the four thousand postings underneath still in the app. Anything past what the vendor shipped is a spreadsheet and someone to maintain it.
Every posting and every view reachable over MCP at line-item detail. Ask from Claude, or anything that speaks it, and the recurring report you were going to build by hand becomes something it produces.
Cleared by default. Not a queue waiting for you.
Your firm’s judgment is applied on any holding account. Audit what happened, see the reasoning, and teach the system.
Fully auditable.
Every actor is tracked. Every change writes a new revision. The value before it stays, with who changed it and when.
Your judgment, applied.
Correct a posting and the rule behind it becomes a memory the agent cites on the next one, and on every client it fits.
Works with QBO.
Every posting lands in your client’s QuickBooks, kept in two-way sync.
Teach it how your firm thinks.
Rules can hold a threshold. They can’t hold a reason. Write the reason once and your judgment is applied going forward.
Everything your reports show. And everything they never could.
Statements, registers, and lists are all one thing: a view of the ledger. Change what it shows, how it’s grouped, how time runs. Every number opens.
Start anywhere. Save anything.
Peek into a number, regroup, rescope. You’re never rebuilding a report, just pivoting the one in front of you.
Built for your tools, not just your screen.
Every view is available to your tools over MCP. Anything you can see or do here, they can do too.
Exportable and shareable.
Share a view as a link and the numbers stay live. And when someone wants a CSV, any view exports clean.
Nothing to migrate.
Connect a client’s QuickBooks and the books come across as they are. Same chart of accounts, same system of record, same numbers.
- 01
Connect QuickBooks.
One hand-off per client. The first sync runs in the background while you keep working, and you can bring several clients on at once.
- 02
Set any target account.
Pick any account. Uncategorized Expense, Income, Ask My Accountant. Or a dedicated clearing account. Wherever you point, we’ll enforce your judgment.
- 03
Done.
Keeps your target accounts clear, logs everything that was done, then leaves you the handful of things it flagged.
Works where you already work.
QuickBooks holds the books. Legix opens everything in them to the tools your firm already has open.
QuickBooks Online Required
The connection is the setup. Legix reads every posting as it lands and writes its own work back where your clients and your staff already look.
Claude
Connect the Legix MCP and work the books from a conversation. Any client, any view, the same numbers you would get here.
Anything that speaks MCP
The same connector, not a Claude-only door. Every view and every action is available to your tools, so nothing here is trapped behind our interface.
Spreadsheets and links
Any view exports clean when someone wants a CSV, and a shared link keeps its numbers live instead of going stale the moment you send it.
The questions you’re already asking.
Does this replace QuickBooks?
No. QuickBooks stays your system of record, and your clients keep working in it exactly as they do now. Legix sits on top: it reads every posting, does the work, and writes what it does back.
What happens when it isn’t sure?
It stops rather than guesses. Anything ambiguous is flagged for a person instead of posted, and you always see how much it left. When you correct something, the change lands as a new revision with the previous value still there, so nothing is quietly overwritten.
Do we have to change our chart of accounts?
No. It learns yours, including the parts that only make sense inside your firm: the clearing account that never quite zeroes, the vendors who bill on statements, the owner’s personal spend running through the operating account.
How long does it take to bring a client on?
One QuickBooks hand-off. The initial sync runs in the background while you keep working, and clients you add in parallel each sync on their own.
Does it work across all our clients?
Yes. Every client the firm connects, each with its own memory, plus firm-wide views that compare across them so you can see the whole book of business at once.
Where does our data live?
In QuickBooks, where it already was. Legix keeps its own copy of the postings so a view computes instantly instead of waiting on a report to run, and every number ties back to the source it came from.