HaiFi for Claude

Close the books from a chat with Claude.

HaiFi connects to your clients' QuickBooks and Xero and runs the month-end close inside Claude. Ask it to reconcile accounts, tie out balances, and draft workpapers — and it does the work, with the evidence attached.

Start free See how it works

What you can do once HaiFi is connected

Close the month without leaving chat

Ask Claude to run tie-outs, reconcile accounts, and draft workpapers — substantiated, with the supporting evidence attached to every number.

Get a straight answer about any client's books

“What’s unreconciled on Acme?” “Show me this quarter’s P&L.” Claude reads the live ledger across QuickBooks and Xero and answers.

Hand off the busywork

Tell Claude what needs doing and it runs the procedure — fetch transactions, categorize, post, report — and shows its work as it goes.

Getting started takes a few minutes

HaiFi runs through the Model Context Protocol (MCP) — the open standard Claude uses to connect to outside tools.

1
Create your HaiFi account
Sign up and connect QuickBooks or Xero — that's the account you'll sign in with when you add HaiFi to Claude.
Create your account
2
Add HaiFi to Claude
One click opens Claude with HaiFi's connector prefilled. Click Add, then sign in with the HaiFi account you just created.
Open Claude with HaiFi prefilled
Requires a paid Claude plan (Pro, Max, Team, or Enterprise).
No paid Claude plan? HaiFi runs in any MCP client — Claude Code, Cursor, and Windsurf all work. See the setup for each.
3
Ask Claude to run your close
That's it. Ask about any client's books, or tell Claude to reconcile an account or draft a workpaper — it does the work inside the chat.

Detailed setup for every client

Prefer to wire it up by hand, or using a client other than Claude.ai? Here’s the exact setup for each.

HaiFi MCP server

https://mcp.haifi.ai/mcp

Paste this URL into any MCP-aware client. The instructions below cover the most common ones.

Claude.ai (web)

One-click install when it works; manual fallback when it doesn't.

Open Claude with HaiFi prefilled

Requires a paid Claude plan (Pro, Max, Team, or Enterprise).

Click the button above. Claude opens in a new tab with the Add custom connector dialog prefilled with HaiFi's URL and name.
Click Add inside Claude.
If the prefill doesn't show up, paste the server URL manually: https://mcp.haifi.ai/mcp

Claude Code (CLI)

Add HaiFi to your CLI session with one command.

claude mcp add haifi https://mcp.haifi.ai/mcp

Re-run anytime to refresh. Works in all Claude Code session types.

Cursor, Windsurf, other MCP clients

Paste the server URL into your client's MCP configuration.

Open your client's MCP settings or config file.
Add a new HTTP MCP server with URL https://mcp.haifi.ai/mcp.
Restart the client.

Hit a snag with a specific client? Drop us a note.

Need a hand getting set up?

Talk to us — we'll walk you through it or pair with an RDA who has done it before.

Talk to us See pricing