Question 1

What is ERPSync?

Accepted Answer

ERPSync is a financial data platform that syncs QuickBooks Online and NetSuite into a secure data warehouse, reads your invoices and documents with AI-powered OCR, powers live financial reporting in Excel through the ERPSYNC add-in, and gives AI agents like Claude and ChatGPT safe, permissioned access to your books.

Question 2

Is it safe to let AI agents work with my accounting data?

Accepted Answer

Yes. ERPSync was built for exactly this. Every company's data is isolated with database-level tenant security, AI agents connect through a permissioned MCP server, and all reads and writes pass through a single audited gateway. You control which companies and which tools each user's agents can access.

Question 3

Do I have to leave QuickBooks or NetSuite to use ERPSync?

Accepted Answer

No. ERPSync sits on top of your existing accounting system. QuickBooks Online or NetSuite remains your system of record, and ERPSync keeps its warehouse tied to it account by account, so your reports always reconcile.

Question 4

What does the ERPSYNC Excel add-in do?

Accepted Answer

The add-in turns Excel into a live reporting layer over your accounting data. Custom functions like =ERPSYNC.SUBTOTAL, =ERPSYNC.RATIO, and =ERPSYNC.TREND pull live balances, ratios, and trends straight into the grid, with parameter controls for entity and date range. It also works with Claude for Excel, so an AI agent can build and refresh your reports for you.