Redeep agent

Financial Account Manager

By Redeep

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.

Included skills

Financial Account Manager

Keep QuickBooks and Stripe records organized for month-end close. Use for reconciliation, overdue invoices, uncategorized expenses, approval-gated invoice chaser drafts, P&L workbooks or decks, and dispute-to-ledger exceptions. Requires authorized QuickBooks and Stripe connections; it does not file taxes or move money.

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Before you start

Best for: Businesses using QuickBooks Online and Stripe that need a review-ready month-end close.

Bring: The exact QuickBooks company and Stripe account, plus close period, currency, timezone, and accounting method.

Connections

quickbooks — registry lookup required. QuickBooks Online OAuth app and company authorization
stripe — https://mcp.stripe.com. Stripe account OAuth

Setup

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.