> For the complete documentation index, see [llms.txt](https://docs.mosofin.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.mosofin.com/product-guide/mosofin-features-and-limits.md).

# Feature overview

MosoFin is a read-only financial data workspace for client review inside Claude. Its signed-in app is organized around a simple flow: choose the workspace, connect the source, govern the tools, ask questions, reuse good review methods, and inspect the audit history.

| Feature          | Use it when you want to                                          | Go next                                                 |
| ---------------- | ---------------------------------------------------------------- | ------------------------------------------------------- |
| **Home**         | Understand the current workspace and see what needs attention.   | Manage a source, open an agent, or review activity.     |
| **Agents**       | See which finance agents are available and what they can access. | Review connected apps and allowed tools.                |
| **Skills**       | Reuse a reliable review or explanation workflow.                 | Open the library or create a skill where available.     |
| **Data sources** | Connect or repair access to financial data.                      | Connect or reconnect QuickBooks.                        |
| **API Tools**    | Decide which read operations can run.                            | Enable, require permission, or disable each tool.       |
| **Activity**     | Trace tool calls and policy changes.                             | Filter the workspace timeline.                          |
| **Profile**      | Maintain your identity and sign-in security.                     | Edit your name, password, or two-factor authentication. |
| **Billing**      | Review the plan and subscription state.                          | Manage the subscription if you are the owner.           |
| **Usage**        | Check account consumption against plan limits.                   | Review data-source selections and workspaces.           |

## Current product boundaries

* MosoFin is read-only and does not write transactions or changes back to connected books.
* The signed-in Data sources page currently exposes QuickBooks as the available live connection.
* Each workspace can authorize up to five QuickBooks entities from the QuickBooks source type. Every new workspace has its own separate five-entity allowance.
* Some account and billing actions are owner-only.
* Skills marketplace and skills activity views may not be available while those features are being rolled out.
* Your live Billing and Usage pages are the source of truth for plan availability and limits.

For a deeper product explanation, visit [MosoFin](https://www.mosofin.com/).


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