• AUDIT
  • SUPPLIERS
  • RECONCILIATION
  • HUMAN

How to track business expenses with your AI

Connect Altoviz to your agent to automate the heavy lifting of expense tracking. Once connected, your AI handles the data retrieval for your audits.

Ask AI about this page

Short answer

How can I use AI to track my business expenses?

Your AI agent uses Altoviz to pull specific receipt records and supplier lists directly into your chat. This lets you cross-reference spending and prepare audit documentation without manual searching. You'll get a clear view of your financial trail through the following steps.

The results.

Where your expense data lands.

The AI organizes the information it finds into these specific outcomes.

AUDIT

Audit-ready lists

The AI pulls all relevant receipts to create a clean record for your accountant. You get a structured view of what was spent and when.

SUPPLIERS

Supplier snapshots

Get a full list of every vendor you've paid. This helps you spot duplicate accounts or outdated contact info.

RECONCILIATION

Discrepancy reports

The agent compares your supplier data against your receipts. You'll see exactly where the numbers don't match up.

HUMAN

Manual review

The AI flags missing receipts or suspicious totals. You step in to verify these specific items before finalizing your books.

The workflow

What your AI does when the data arrives.

The AI handles the data gathering so you can focus on the actual accounting.

  1. Gather receipts

    The agent scans your connected accounts to find every individual transaction record.

    list_receipts

  2. Identify vendors

    It pulls a complete list of all active suppliers in your system.

    list_suppliers

  3. Cross-reference data

    The AI matches specific receipts to the correct supplier entries to ensure everything is accounted for.

    list_receiptslist_suppliers

  4. Flag issues

    The agent looks for gaps in the data, such as payments without matching receipts.

    list_receipts

Try it

Copy these to start.

Use these prompts to trigger the first set of actions.

Starting points

These are basic ways to start. Swap out the specific vendor or date ranges to get exactly what you need.

Altoviz Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_TVt7ntczZlIS3lUFrC9DhWjhN3T3G4PTlaWupV1z/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 — Altoviz capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "altoviz-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_TVt7ntczZlIS3lUFrC9DhWjhN3T3G4PTlaWupV1z/mcp"
    }
  }
}
Copy into chat04

  • List all receipts from the last quarter so I can check my spending.

  • Show me all my current suppliers to see if I have any duplicates.

  • Find all receipts associated with Acme Corp from this year.

  • Compare my list of suppliers against my recent receipts to find missing documentation.

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

Start here

Connect Altoviz once, then ask.

Just click the link to connect your account. Your credentials stay encrypted and secure, and you can immediately start asking your AI questions about your data.

Connect Altoviz to your AI

FAQ

How the expense tracking works

  • 01

    Can the AI delete my receipts?

    No. The AI only has permission to read and list your data. It cannot delete or modify any of your financial records.

  • 02

    Can the AI pay my suppliers?

    No. The tools only allow the AI to list receipts and suppliers. You must handle all actual payments through your banking or accounting software.

  • 03

    How does the AI find my receipts?

    It uses the list_receipts tool to pull the transaction data directly from your connected Altoviz account.

  • 04

    Do I need to manually upload files to the AI?

    No. Once Altoviz is connected, the AI pulls the data itself using the available tools.

  • 05

    Can the AI fix errors in my supplier list?

    No. The AI can identify errors or discrepancies, but you are responsible for making any actual changes to your supplier data.

  • More questions about Altoviz? The Connector page answers them. See everything the Altoviz Connector can do

Connect Altoviz to Claude, Cursor, ChatGPT & more