booked.

booked. is the accounting platform for bookkeeping and accounting firms. It keeps every client's books in one place: monthly closes, reconciled bank and card statements, a double-entry balance sheet, journal entries, fixed assets, invoices and client questions.

The booked. connector brings your firm's books into Claude. Sign in with your booked. account and Claude sees the same clients you do, with the same permissions.

What you can do:

• Get a briefing on your whole firm or one client: what's open, what's overdue and what needs attention.
• Read profit and loss, balance sheet, cash flow, aging and account ledgers for any period, and get an export link for Excel, PDF or Word.
• Review a month in progress: uncategorized rows, open client questions, transfers and reconciliation.
• Categorize transactions, add rules and vendor mappings, and raise or resolve client questions.
• Set up accounting schedules (prepaids, accruals, loans, deferred revenue) and fixed assets, and preview each entry before it posts.
• Hand a longer job, such as closing a month, to Penny, the accountant built into booked., and check back on her progress.

Nothing important happens without a person. Finalizing a month, posting a journal entry and sending an email go to your firm's approval queue in booked. They wait there until someone on your team approves them. Every write is recorded in the firm's audit log.

booked. never moves money. The connector has no tools for payments, transfers or bank changes.

Your data stays in your firm. Every firm is a separate tenant, enforced in the database with row-level security. Claude only reaches what your booked. login can reach.

Requires a booked. account. booked. is in early access. Request access at bookedplatform.com.