• REVENUE
  • CASH
  • ERRORS
  • HUMAN

How to audit invoices and payments with your AI

Connect Alegra to your AI client to run deep checks on your financial records. You can pull specific data to spot discrepancies in your revenue and cash flow.

Ask AI about this page

Short answer

How can I audit my invoices and payments using AI?

Your AI pulls historical data from Alegra to compare what you billed against what actually hit your bank account. This lets you identify unpaid invoices or missing payments instantly. You'll get a clear view of your actual cash flow and revenue pipeline.

Audit outcomes

Where your data lands.

The AI organizes your financial data into these specific views.

REVENUE

Pipeline visibility

The AI pulls your billing history to show you exactly what's owed. You'll see which customers are lagging on payments.

CASH

Cash flow tracking

By comparing incoming funds to issued bills, your AI identifies your real liquidity. It highlights the gap between sales and actual cash.

ERRORS

Discrepancy detection

The AI flags mismatches between issued invoices and recorded payments. This points you toward specific entries that need a human eye.

HUMAN

Manual reconciliation

The AI identifies the specific invoice numbers that don't match your records. You then step in to fix the entries in Alegra.

The workflow

What your AI does when the data arrives.

The AI handles the heavy lifting of data retrieval and comparison.

  1. Gather billing data

    The AI pulls a complete list of your recent sales records to establish a baseline for what should have been paid.

    list_invoices

  2. Collect payment history

    It then retrieves all recorded transactions to see which amounts have actually been settled.

    list_payments

  3. Review pending quotes

    The AI can also look at your outstanding estimates to help you forecast upcoming revenue.

    list_estimates

  4. Identify gaps

    The agent compares the two lists to find unpaid invoices or payments that don't align with your sales.

    list_invoiceslist_payments

Try it

Copy these to start.

Use these prompts to begin your audit.

Starting points

These are basic starting points. Swap out the specific dates or customer names to match your actual Alegra records.

Alegra Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_Qumx7V4qyvSALlOgYGiEsoOgC23IoBHYGX1OUkWJ/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Alegra capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "alegra-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_Qumx7V4qyvSALlOgYGiEsoOgC23IoBHYGX1OUkWJ/mcp"
    }
  }
}
Copy into chat04

  • List all invoices from last month and tell me which ones are still unpaid.

  • Compare my payments from this week against my invoices to see if anything is missing.

  • Show me all estimates sent to Acme Corp so I can check our pipeline.

  • Summarize my total revenue from all paid invoices in the last 30 days.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Alegra once, then ask.

Just link your account through the Vinkius dashboard. Your credentials stay encrypted, and you can immediately start asking questions in your preferred AI client.

Connect Alegra to your AI

FAQ

How this task behaves

  • 01

    Can the AI create new invoices in Alegra?

    No. The AI can only read and list existing invoices, payments, and estimates.

  • 02

    Can the AI delete a payment if it finds an error?

    No. The AI identifies the error, but you must log in to Alegra to make any deletions or changes.

  • 03

    How does the AI know if an invoice is unpaid?

    It compares the data from your invoice list against your payment list to find mismatches.

  • 04

    Can I ask about specific customers?

    Yes, you can ask the AI to filter the invoice or payment lists by specific customer names.

  • 05

    Does the AI have access to my bank account?

    No. The AI only sees the data that is already recorded within your Alegra account.

  • More questions about Alegra? See everything the Alegra Connector can do

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