Clients pay you. You pay contractors.
Every client payment, contractor and expense recorded, with receipts attached.
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.
- Read-only bank access
- Reconciled to your bank
- Your accountant gets a login
- Your data never trains AI
Works with ClaudeChatGPTand any MCP assistant
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.
Stripe revenue, sorted correctly.
Payouts, fees and refunds split out, so revenue and costs are right.
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
Connect QuickBooks
Read-only. Clozy never changes your QuickBooks. On QuickBooks Desktop? Drop in five standard reports.
- 2
See what came across
Your chart of accounts, customers, vendors and opening balances, checked account by account against QuickBooks.
- 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
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 your last 3 months: 312 of 332 transactions.
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.
- Replaces
- The bookkeeper
- The accounting app
- The year-end scramble
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
“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
Questions
Before you hand it over.
Straight answers. If yours isn't here, ask us.
Do I need to know accounting, or how to use AI?
No. You talk to Clozy in plain English inside Claude or ChatGPT. It keeps the books and asks you only what it can't figure out, like what a payment to a new vendor was for.
Can the AI make mistakes?
Yes, so Clozy doesn't trust it with the math. An accounting engine does the math, every account is reconciled to your bank statements, and when the AI isn't sure, it asks you. When you correct a category, you can tell Clozy to use it for that payee from then on.
My books are months behind. Can Clozy catch them up?
Yes. Connect your accounts and Clozy records and reconciles the backlog. For months your bank feed doesn't reach, upload statements, even PDFs. Similar charges come to you as one question, not dozens.
Which AI assistants does it work with?
Claude and ChatGPT, with step-by-step setup. Any other assistant that supports remote MCP servers can connect too. See the setup guide.
Who can see my financial data?
You, the people you invite, and your accountant if you give them a login. The service providers listed on our security page process it to run Clozy, and your AI assistant sees what you share with it. Bank connections are read-only, so Clozy can never move money. We never sell your data or use it to train AI models. Details are in our Privacy Policy.
Does Clozy do my taxes?
It gets your books ready for them. Your preparer gets a tax package with financial statements, reconciliations, your tax form lines and import files for UltraTax and Lacerte. Clozy doesn't file returns or give tax advice. See a sample package.
Can my accountant work in Clozy?
Yes. Invite them and they get their own login to review, correct and export your books. Accounting firms can run all their clients in Clozy. Clozy for accountants.
Do you have SOC 2?
Not yet. We're preparing for the audit. Our security page lists every safeguard we have and every company that processes your data.
What if I want to leave?
While your books are open, download your reports as CSV or PDF, and your trial balance as CSV or Excel. For the rest of your company's data, write to us. If you delete your company, we remove its data, and backup copies expire on the schedule in our Terms.
Hand your accounting to your AI.
A person on our team replies to every request.
- 1Tell us about your business. It takes two minutes.
- 2A person on our team replies and sets up your access.
- 3Connect your accounts, add Clozy to your AI, and it starts catching up.
Thanks. Your request is in.
A person on our team will reply to .