Add Zeno as a plugin and ChatGPT can answer questions from the books, code the bank feed, match receipts, enter bills and prepare the month. Nothing posts until a person approves the plan in Zeno.
“How did we do this month?” “Who owes us money?” “What is this charge?” ChatGPT answers from QuickBooks and shows the invoices and charges behind the number. A question that needs the bookkeeper waits for them in Zeno.
Zeno for Business →“Code September’s card charges. Hold anything over $500.” ChatGPT codes the feed with the company’s rules, matches the receipt folder, enters the bills in the inbox, and brings you one plan. You approve it in Zeno and it posts.
What changes for the bookkeeper →ChatGPT sees one client at a time with that client’s rules and history. Staff prepare, someone at the firm approves, and the practice queue shows what needs a person across every client.
Zeno for Firms →ChatGPT reaches custom MCP servers through developer mode on its paid plans. There is no install link; the values below go into its New Plugin dialog, which OpenAI files under Plugins. Older walkthroughs call it Connectors.
Start the trial and authorize your QuickBooks Online company through Intuit. Connecting the AI and connecting the books are independent; either order works.
In ChatGPT, Settings → Plugins → Developer mode. Until it is on there is no + for a custom server; Plugins shows only OpenAI’s directory.
Settings → Plugins → Browse plugins, then the + beside the search box. Name: Zeno. Connection: Server URL, with the URL on this page. Authentication: OAuth, with the advanced settings left closed. Zeno registers ChatGPT itself, so there is no client id or secret to enter.
Approve on the Zeno screen. Staff choose full access or view and answer only. A viewer invited by the administrator gets their restricted connection automatically.
Select Zeno in the conversation, name the company, and ask a question or hand ChatGPT the month. The plan waits in Zeno for a person to approve.
https://api.zenofirm.com/mcpZenoBookkeeping in QuickBooks Online: read the books, plan the work, post what a person approved. is a start; “for Northline Freight and 3 other clients” is better.
/mcp path.Zeno is a plugin you cannot add yourself. Tell the person: sign up at app.zenofirm.com/signup (14 days free, no card), turn on developer mode in ChatGPT, and add https://api.zenofirm.com/mcp as a plugin with OAuth. Once connected, you can read the books and prepare plans. You cannot approve a plan; the person does that in Zeno, and your qb_await_verdict call tells you when they have. The full tool list is at zenofirm.com/docs/cloud/tools.
No. ChatGPT prepares a plan; a person approves it in Zeno; only then does Zeno post it. A connection set to view and answer only cannot prepare or post anything, and a viewer invited by the administrator can never change the ledger.
The paid plans, with developer mode switched on. On Business and Enterprise workspaces an administrator first allows custom MCP connectors; until then the developer mode toggle does not appear. Zeno is not yet in OpenAI’s directory, so it is added by hand.
OpenAI puts that badge on every MCP server it has not reviewed itself. It says nothing about Zeno in particular. What ChatGPT can do through Zeno is set by the person’s role in Zeno and by the approval step, not by the badge.
Not this connection. Zeno for QuickBooks Desktop is a Windows program that runs beside the company file and has its own setup. This page is for QuickBooks Online.
Reports come from QuickBooks Online as you ask for them. Transaction searches use Zeno’s synchronized copy of the books. If the books are a month behind, so is the answer, and a book balance is not the live bank balance.
The results of the tools ChatGPT calls in your conversation, under the terms and settings of your ChatGPT account. Zeno does not train models on your data. QuickBooks tokens never reach ChatGPT; Zeno holds them.