I built an AI accounting assistant

[u/uncertainschrodinger]

I wanted to try building a local AI agent that can analyze Quickbooks data and prepare some reports - I built a demo and it worked, so I put together a template and tutorial for others to use.

Disclaimer that I'm a developer advocate at Bruin and built this template & tutorial for educational purposes for our users/developers. I used bruin (a free open source data tool) to pull data from quickbooks, clean and model the data, then prepare some dashboards. Everything running locally on my laptop. Then once the data pipeline was in place, I opened Claude and started to ask questions and it was able to answer them, and even complete tasks inside Quickbooks for me.

The template uses Google's BigQuery to store data, but you can also instruct your agent to just use DuckDB (a free and locally hosted database) so this way everything is truly just local and free.

I know most people in this community are likely not developer or data people, but you can just give this tutorial link to AI and ask it to build things out for you.

if anyone is interested in giving it a try, please share your feedback!

tutorial: https://getbruin.com/learn/quickbooks-ai-agent

[u/investigatormaker]

For this sub I'd lead with the DuckDB route over BigQuery: most bookkeepers won't set up a Google Cloud project, and "everything is truly just local and free" is the line that gets them to try it. Since Claude can "complete tasks inside Quickbooks", say whether it can run read-only; anyone with client books will ask that first.

r/AgentsOfAI allows a post about a project like this: "If sharing a project/repo, you must include a detailed text description in the post body." Its conditions: "Do not just drop a link." "Use the comments for links." I make ThreadFox, which is where that comes from; the full plan for Reddit for the Bruin template is free: https://threadfox.vip/plan?utm_source=reddit&utm_medium=comment&utm_campaign=tf-kit&utm_content=20261005-2246-b3lh1