Integrations · Claude

Talk to your books from Claude.

Toozi for Claude is a connector you add to Claude. Once connected, Claude can log an expense, record income, track mileage, pull a monthly summary, and settle uncategorized transactions in your Toozi books, the same books you text (844) 482-4881 about. It is in early access; the waitlist is at /connect/claude.

How to connect

  1. Join the early-access list at toozitax.app/connect/claude and we send you the connector details.
  2. In Claude, add Toozi as a connector and sign in with your Toozi account on the consent screen.
  3. Approve what Claude may do with your books. You can revoke it any time in Settings.
  4. Ask Claude: "log $48 of gas for the truck" or "what did I make last week?"

What Toozi does with it

  • Logs expenses, income, and business miles into your books with the right tax category.
  • Answers income, expense, and profit questions for today, this week, a month, or any date range.
  • Lists uncategorized bank transactions and files them the way you say, remembering the merchant.
  • Gives a rough federal set-aside and quarterly estimate from your books.

Good to know

  • Early access: the connector works today but is being opened to people from the waitlist first.
  • Claude never sees or asks for Social Security numbers or EINs, and filing a return happens in the Toozi dashboard, not through Claude.
  • Needs a Claude plan that supports custom connectors.

Connect Claude in a text.

Have Toozi text you first. The first reply walks you through linking your accounts, and your books start filling in on their own.

  • 14 days free
  • No card to start
  • Cancel by text
  • IRS e-file authorized

Questions

Is this the same as texting Toozi?

Same books, different front door. Text when you're on your feet; use Claude when you're already at the keyboard. Both write to the same account.

What can Claude not do with my account?

It cannot file your return, send money, or see your Social Security number or EIN. Those stay in the Toozi dashboard with your sign-in.

How do I disconnect it?

Remove the connector in Claude or revoke access in Toozi Settings. Your books are untouched either way.

Also connects to

Tax is a doozy.
Toozi isn't.

Text (844) 482-4881 and your first expense is logged in 10 seconds.

or text(844) 482-4881