Fidexa

Fidexa is a bookkeeping, mileage and payments app for small businesses and self-employed people in the United States and Canada. This connector lets Claude read the books in your Fidexa account so you can ask about them in plain words. What Claude can read: your businesses; income, expenses and transactions you have reviewed; your Tax Report totals grouped by IRS Schedule C or CRA T2125 headings; mileage (dates, distances, purposes and the standard-rate amount); and how many items are still waiting for your review. What it never does: the connector is read-only. It cannot add, change or delete anything. It never shows your customers' names or invoices, trip addresses or routes, or bank sign-in details and account numbers. Figures match the Fidexa app: only records you have reviewed are counted and transfers are left out of totals. Totals are gross records for you and your accountant, not tax advice or a tax calculation. You sign in to Fidexa once and choose "Allow read-only access". You can disconnect at any time in Fidexa Settings → Connected apps.