• STATUS
  • DETAILS
  • SUMMARY
  • HUMAN

How to check invoice status with your AI

Connect Bexio to your AI client once. After that, you can query your billing data using natural language.

Ask AI about this page

Short answer

Can I check my Bexio invoices with AI?

Yes. Your AI uses Bexio tools to pull specific invoice records or list all current invoices. You'll get immediate answers on amounts, statuses, and due dates.

The outcomes.

What you get from your queries.

The AI handles the data retrieval so you don't have to log in to Bexio manually.

STATUS

Check unpaid bills

The AI scans your records to find which invoices are still outstanding. You get a clear list of what needs attention.

DETAILS

Get specific invoice info

Ask about a single invoice to see the exact amount, date, or customer. The AI pulls the specific record you need.

SUMMARY

Total outstanding amounts

Ask for a sum of all unpaid invoices. The AI aggregates the data from your Bexio account instantly.

HUMAN

Manual adjustments

The AI only reads data. If you need to change a payment status or edit an invoice, you still need to log in to Bexio.

The workflow

What your AI does when you ask about billing.

The AI translates your question into specific tool calls to Bexio.

  1. Scan your records

    The AI looks through your entire Bexio invoice list to find matches for your request.

    list_invoices

  2. Isolate specific bills

    Once it finds the right files, the AI pulls the exact details for the invoices you asked about.

    get_invoice

  3. Calculate totals

    The AI uses the retrieved invoice data to sum up totals or count overdue items.

    list_invoicesget_invoice

  4. Report findings

    The AI presents the numbers and statuses in plain text within your chat window.

    get_invoice

Try it

Copy these to start.

Use these prompts to test the connection.

Starting points

Swap out the bracketed info for your actual customer names or invoice numbers.

Bexio Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_MaKmOr5YDVRUbj5CtMBAvMyiuvjfVNDg1XCXEbx2/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 — Bexio capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "bexio-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_MaKmOr5YDVRUbj5CtMBAvMyiuvjfVNDg1XCXEbx2/mcp"
    }
  }
}
Copy into chat04

  • List all my outstanding invoices in Bexio.

  • What is the status of invoice INV-1024?

  • How much do I owe for the Acme Corp invoice?

  • Show me all unpaid invoices from last month.

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

Start here

Connect Bexio once, then ask.

Follow the link to authorize the connection. Your credentials stay encrypted and secure. Once connected, you can use these prompts in any compatible client.

Connect Bexio to your AI

FAQ

How this task behaves.

  • 01

    Can the AI pay an invoice for me?

    No. The AI can only read invoice data. It cannot perform payment actions or move money.

  • 02

    Can I ask about specific customers?

    Yes. If you ask about an invoice belonging to a specific customer, the AI will find it.

  • 03

    Can the AI delete an invoice?

    No. The AI has no capability to delete or modify any records in Bexio.

  • 04

    Does the AI see all my Bexio data?

    The AI only accesses the data required to answer your specific questions through the provided tools.

  • 05

    Can I change an invoice amount using chat?

    No. The AI is limited to retrieving information. All edits must be done directly in Bexio.

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

Connect Bexio to Claude, Cursor, ChatGPT & more