Redeep
Keep finances organized
Keep My Books Organized for Month-End
Technical skill: Financial Account Manager
Close the month with cleaner books and fewer loose ends. Reconcile QuickBooks and Stripe, review overdue invoices and uncategorized expenses, and turn your P&L into an auditable workbook or deck.
What you need to get started.
- Best for
- Businesses using QuickBooks Online and Stripe that need a review-ready month-end close.
- You provide
- The exact QuickBooks company and Stripe account, plus close period, currency, timezone, and accounting method.
- Technical name
- Financial Account Manager
- Also known as
- QuickBooks reconciliation
- month-end close
- accounts receivable
- P&L reporting
- Software
- Redeep 0.2.8 or newer on macOS · Claude Desktop / Claude Code · Codex CLI
- MCP connectors
- quickbooks — registry lookup required
- stripe — https://mcp.stripe.com
- Credential checklist
- QuickBooks Online OAuth app and company authorization — quickbooks (browser-assisted OAuth)
- Stripe account OAuth — stripe (browser-assisted OAuth)
- Setup after install
- Install Intuit's official local QuickBooks Online MCP as server id quickbooks; disable its write, update, and delete tool groups for review-only workflows.
- Create an Intuit OAuth app, authorize the exact QuickBooks company, and verify sandbox versus production, realm id, timezone, currency, and accounting method.
- Connect Stripe's official hosted MCP at https://mcp.stripe.com as server id stripe, then authorize the matching account and verify live mode versus sandbox.
- Optional: bind Google Workspace for Gmail drafts; QuickBooks and Stripe remain required for the core reconciliation workflows.
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