PURSER · SETUP GUIDE
Get ready for your setup call.
About 10 minutes before the call (a short form and three buttons), and about 45 minutes on the call. You don't need to be technical. We do it together on screen share, and Purser is running on your real numbers before we hang up.
Before the call
Tick these off. If one is a problem, just tell us: we'll sort it on the call.
QuickBooks Online (US)
Any plan works. You (or whoever joins the call) need the admin login, because only an admin can connect apps. QuickBooks Desktop isn't supported.
The Claude desktop app
Install it on the computer you'll use and sign in. Windows or Mac.
Download ClaudeFill in your setup page (5 minutes)
We email you a private link. It asks about your business, how you talk to customers and who your accountant is, and ends with a short consent. Purser learns your business from it.
Turn on QuickBooks in Claude
After you send your answers, your setup page has a Turn on QuickBooks button. You sign in to Intuit yourself and pick your company. We never see your password.
Starter Plus: turn on Gmail in Claude
One more button on your setup page. Your Monday money brief and reminder drafts land in your Gmail as drafts. It never sends.
Download your Purser folder
The download button shows up on your setup page before the call. Unzip it into Documents.
On the call
We share screens and do these together, one at a time.
- 1
Check the connections
We make sure QuickBooks (and Gmail on Starter Plus) is connected in your Claude app. If you couldn't do it before the call, we do it together now.
- 2
Lock it down
We set every tool that can change your books to ask you first, and block anything that sends, deletes or moves money. Gmail's send button gets switched off too.
- 3
Open your Purser folder
You open it in the Claude app and type "hi". Purser already knows your business from your setup page.
- 4
Run it on your real numbers
We ask "How are we doing?" and "Who owes me?" together, and check the answers against QuickBooks.
- 5
Training
A short walkthrough and a cheat sheet of what to type. Starter Plus: we turn on your Monday run.
After the call
It's yours. Here's what happens next.
- Use it whenever you want: type hi to see the menu.
- We check in after 1 week and tune it to how you work.
- To stop it any time: Claude app, Settings, Connectors, QuickBooks, Disconnect. Or in QuickBooks: Settings, Apps, Disconnect.
Your data stays yours
Your books stay in your QuickBooks and your own Claude account. You connect with Intuit's official QuickBooks connector and sign in to Intuit yourself, so we never see your password. Every change asks you first, and you can disconnect any time.