SafetyClaw console
Start Here
Connect QuickBooks, your agents, or a model. SafetyClaw keeps proposed work sandboxed until review.
Start here
Finding your safest next step
SafetyClaw guides setup first. Proposals, approvals, and publishing happen from Review & Publish.
Recommended action
No changes touch QuickBooks during setup.
SandboxUse a copy first
ReviewDiffs before approval
RollbackUndo supported writes
Readiness
Setup checklist
One clear path from account setup to a ready SafetyClaw workspace.
0 of 4 complete
SafetyClaw is checking your setup.
Stay sandboxed
Agents and models create SafetyClaw proposals first, whether you connect QuickBooks before or after them.
Review evidence
Every proposal shows the vendor, amount, current category, proposed category, and reason.
Publish deliberately
Approved work stays staged until you open a final confirmation.
SafetyClaw is checking connected models.
Agent skills
Skills catalog
Skills describe the workflows the Agent can understand. SafetyClaw still owns validation, proposal creation, and every QuickBooks write boundary.
Sources
Sources & connections
Manage QuickBooks, agent connections, and model providers from one place. Every outside system can only create sandbox work for Review & Publish.
Publish flow
Review, approve, publish
Every change moves through the same safety path before QuickBooks can be touched.
Step 1
QuickBooks Sync
Checking
Sync QuickBooks before data-backed review or publish.
Step 2
Review
0 waiting
Proposals from agents and uploads appear here.
Step 3
Approval
0 approved
Approved work is staged for the final check.
Step 4
Final Publish
Waiting
Final confirmation appears after work is approved.
Agents can propose work, but only this web app can publish it.
Sandbox queue
Review queue
Create proposals
QuickBooks snapshot
Safety policy
Approval rules
Publishing is off by default. When you turn it on, SafetyClaw can write your approved drafts to QuickBooks (and roll them back) after you hit Final publish.
Agent personality
How the agent talks to you
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These instructions are scoped to your account only. The default is tuned for a non-technical small-business owner — short sentences, plain American English, no accounting jargon. You can edit it to whatever voice fits you (more formal, more technical, a different language, etc.) and Restore default whenever you want to go back.
Setup
Connection status
QuickBooks OAuth
Checking...
Agent sources
Checking...
Model review
Not configured yet. Deterministic policy checks are active.
SafetyClaw AI
SafetyClaw stores model keys encrypted and keeps every agent sandbox-only.
QuickBooks publish
Checking...
Safety rules
What the agent can and can't do
Can doRead your QuickBooks data. Draft invoices, bills, payments, sales receipts, expenses, refunds, credit memos.
Holds for youIf a draft has bad math, missing details, or a customer/vendor that's not in QuickBooks yet, SafetyClaw holds it and tells you why.
High-risk / out of scopeJournal entries and delete/void requests stay high-risk review work. Reconciliation, payroll, and unsupported live writes stay out of scope.
Never without youThe agent can't write to QuickBooks. That always needs your click on Approve and Final publish.
Sources
Models
Connect New Model
Connected Models
External agents connect through the agent setup above. ChatGPT sign-in or provider API keys can chat from the Agent page. Review & Publish remains the publish gate.
Account
Delete account
Permanently removes this SafetyClaw account, sessions, QuickBooks connection, synced snapshot, agent tokens, model connections, proposals, and history.
Sandbox sessions
Batches
Published work
Completed changes
Audit trail
Recent events
First day on SafetyClaw
The 30-second tour
SafetyClaw is a bookkeeping helper for your business. You talk to it like a person, it drafts the work, and you click to publish. Nothing changes in QuickBooks until you say so.
- Connect QuickBooks once. SafetyClaw reads your books so it can answer real questions and draft real entries.
- Connect an AI model. ChatGPT, Claude, Gemini, or OpenClaw — pick one. The model writes the drafts; SafetyClaw keeps it on a short leash.
- Talk to the agent. "Send Acme an invoice for $400 due in 30 days." "What's my AR aging?" "Got an Office Depot bill for $124.50 — Office Expenses."
- Review & Publish. Drafts land here. You hit Approve, then Final publish, and SafetyClaw writes them to QuickBooks. Two clicks, deliberate.
Things you can ask
Real questions, real numbers
Read your books
"Cash on hand?" — "What's my AR aging?" — "Top 5 vendors?" — "How's my profit this month?" — "Who owes me the most money right now?"
Draft invoices
"Send Amy's Bird Sanctuary an invoice for 2 hours of work at $75, due Net 30." Paste a CSV with 20 rows and the agent drafts them all.
Record bills and expenses
"Got a Cal Telephone bill for $87.50, post it to Utilities." "Lunch at Mortons, $87.42, paid on the company card."
Take payments
"Acme Corp paid invoice 1234, $500 by check today. Deposit to Undeposited Funds."
Refunds and credits
"Refunded Bright Star Retail $200 for the damaged shelving." "Credit memo to Travis Waldron for $50, they overpaid on invoice 1078."
How publishing works
Two clicks, deliberate
- The agent drafts. Anything the agent creates lands as a draft in Review & Publish. Nothing has touched QuickBooks yet.
- You approve. Open the draft, look at the customer / amount / date, hit Approve to stage. Still nothing in QuickBooks — staged just means "ready to publish."
- You hit Final publish. SafetyClaw writes the staged drafts to QuickBooks one at a time. Each one shows up in your QuickBooks account and in the History tab here.
- Roll back if you need to. Most published items have a Rollback button in History. Click it and SafetyClaw voids or deletes the entry in QuickBooks too.
Live publishing is off by default. Turn it on under Settings > Approval rules when you're ready.
Make it your own
Personality and skills
Agent personality
Settings > Agent personality lets you edit how the agent talks to you. Default is plain American English for a small-business owner. Power users can rewrite it (more technical, more formal, a different voice). Restore default any time.
Skills
The Skills page is where workflow templates live (Invoice Builder, Receipt & Expense Cleanup, etc.). You can edit a built-in skill for your account or add your own custom skill.
Approval rules
Auto-approve dollar threshold, minimum confidence, and the live publish toggle live in Settings > Approval rules. They're all per-account.
When something looks off
Common fixes
"Customer not found"
You typed a name that doesn't match any customer in QuickBooks yet. The agent will offer the closest match (typos), or ask if you want to create the customer fresh.
"Tax math doesn't add up"
SafetyClaw checks subtotal × tax rate vs the supplied tax. If they're off by more than a penny, the row is held with the corrected number ready. Reply with the corrected total or say "use the math" and SafetyClaw drafts it for you.
QuickBooks shows the change but Review & Publish doesn't
Click "Sync QuickBooks" on the snapshot panel. SafetyClaw reads QuickBooks once, not in real time, so a manual sync after big changes keeps things lined up.
The agent is asking for something it shouldn't need
Tell it explicitly. "Use Net 30 for the due date." "Post it to the Utilities account." The agent re-runs the draft with what you said.
Connection issues
Click the QuickBooks pill in the header (top right) to reconnect or disconnect.
Signing in & your account
Getting in, and staying secure
Two ways to sign in
Use your email and a password, or click "Continue with Google." Either way it's one SafetyClaw account — sign in with whichever you set up.
Verify your email first
After you sign up we email you a confirmation link. Click it to unlock connecting QuickBooks and publishing. You can sign in before verifying, but those steps wait until you do. Didn't get it? Check your spam folder and give it a minute or two.
Forgot your password
Click "Forgot password?" on the sign-in screen. We email a reset link; set a new password and you're signed back in — and you'll be signed out everywhere else (your phone, your other computers) and need to sign in again. Signed up with Google? There's no password to reset; just use Continue with Google.
Password requirements
At least 12 characters, and not one that has already turned up in a public data breach — if it has, we'll ask you to pick a safer one. (Your password itself never leaves the server to check that.)
If sign-in gets blocked
Too many failed attempts briefly slows the sign-in form to stop guessing. Wait a minute and try again, or reset your password.
Safety rules
What's protected
Drafts only by default
Until you turn on live publish in Settings, every "Final publish" stays a draft. Good for kicking the tires.
High-risk actions
Journal entries and delete/void requests stay high-risk review work. Reconciliation, payroll, and unsupported live writes stay out of scope.
Audit trail
The History tab records every approval, every publish, and every rollback. Nothing happens off-record.
Your account, your data
Your QuickBooks connection, agent keys, drafts, audit log, and personality edits stay scoped to your SafetyClaw account.
For the curious
How SafetyClaw works under the hood
The full safety model, source transparency, upload flow, publish gate, rollback boundary, and current verification coverage — written for technical readers.
For code reviewers
Technical architecture review
The tool layers, request path, proposal lifecycle, publish boundary, safety invariants, test strategy, and highest-value files to review.