Overview
ReconcileIQ connects Claude to IQ Books, our UK accounting platform, and to CodeIQ, which codes bank transactions for IQ Books, Xero, QuickBooks, Sage and Pandle. Ask about the numbers and the answer comes straight from the ledger: profit and loss, balance sheet, cash flow, aged debtors and creditors, the VAT return and the periods HMRC is expecting, and a contractor's CIS position. Search customers, suppliers, invoices, bills and bank transactions, and check a bank statement line by line against the books. Make changes safely. Raise and issue invoices and bills, record receipts and payments, post journals, work with stock, projects, fixed assets and recurring invoices, import customers and suppliers from a CSV, and open a new set of books with opening balances. Every change is planned first and written only after you have seen the plan and confirmed it, and the connector keeps a log of everything it has done. Code a bank statement. CodeIQ learns from the company's own ledger history, pulls outstanding invoices, reads invoice documents and marketplace statements, codes every line with its eight-phase pipeline, shows you what it was unsure of, and posts the approved result back to the books it came from. Some things are never available through the connector: filing with HMRC, paying anyone, closing a year and managing members stay with a person in the app. You sign in on our own consent page and choose which organisations and permissions the connection gets. The free plan includes one IQ Books organisation with the whole ledger; CodeIQ coding uses credits.
