• REVENUE
  • PAYMENTS
  • AUDIT
  • HUMAN

How to audit recent billing invoices with your AI

Connect Billsby to your AI client once. After that, you can ask your agent to pull specific billing data or check on payment statuses instantly.

Ask AI about this page

Short answer

How can I audit my recent invoices using AI?

Your AI uses the Billsby connector to pull lists of recent invoices and their current payment statuses. You'll get a clear view of your revenue and any outstanding balances through these specific outcomes.

The outcomes.

Where your data lands.

The AI processes your billing information into these specific results.

REVENUE

Track incoming cash

The AI pulls invoice totals and dates. You get a clear picture of what has been billed and when.

PAYMENTS

Verify payment status

The agent checks which invoices are paid or pending. This helps you spot gaps in your cash flow.

AUDIT

Spot missing payments

By comparing invoice lists against payment records, the AI flags unpaid amounts for you to review.

HUMAN

Manual follow-up

The AI identifies the issues, but you decide which clients to contact to collect overdue funds.

The workflow

What your AI does when you ask for an audit.

The AI handles the data retrieval so you don't have to dig through billing software.

  1. Fetch invoice data

    The agent reaches into your billing system to grab a list of recent transactions.

    list_invoices

  2. Check payment status

    The AI looks at each invoice to see if the money actually arrived.

    list_invoices

  3. Identify discrepancies

    Your agent compares the list of sent invoices against what is marked as paid.

    list_invoices

  4. Summarize findings

    The AI presents a clean list of what is owed and what is settled.

    list_invoices

Try it

Copy these to start.

Use these prompts to kick off your audit.

Starting points

These are basic ways to start. Swap out the specific client names or date ranges to fit your needs.

Billsby Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_UptISq5oMmxDwDx9d6aq6UCbdfptKEVxv7fDxwUr/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 — Billsby capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "billsby-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_UptISq5oMmxDwDx9d6aq6UCbdfptKEVxv7fDxwUr/mcp"
    }
  }
}
Copy into chat04

  • List all invoices for Acme Corp from last month.

  • Show me all unpaid invoices in my Billsby account.

  • Which invoices for Globex are currently pending payment?

  • Summarize my total billed revenue for the last quarter.

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

Start here

Connect Billsby once, then ask.

Click the link to connect your account. Your login stays encrypted on our side, and you can find the full technical details on the Connector page.

Connect Billsby to your AI

FAQ

How the audit behaves

  • 01

    Can the AI change my invoice amounts?

    No. The AI can only read invoice data. It cannot edit, delete, or create new invoices.

  • 02

    Can the AI send payment reminders to my clients?

    No. The AI identifies which clients haven't paid, but you must send the actual messages yourself.

  • 03

    Does the AI see my full banking details?

    No. The AI only accesses the invoice and payment status data provided by the connector.

  • 04

    How often does the AI see new invoices?

    The AI sees whatever is currently available in your Billsby account at the moment you ask the question.

  • 05

    Can I use this with Claude or Cursor?

    Yes. Any MCP-compatible client will work once you connect the Billsby connector through Vinkius.

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

Connect Billsby to Claude, Cursor, ChatGPT & more