• RECEIVABLES
  • PAYABLES
  • CATEGORIES
  • HUMAN

How to track cash flow and payments with your AI

Connect Bling ERP to your agent to turn your financial data into a conversation. You can check what's owed and what's been paid without opening a browser.

Ask AI about this page

Short answer

How can I track my cash flow using my AI?

Your agent pulls real-time data from Bling ERP to report on incoming and outgoing money. You can ask about specific bills, PIX transfers, or Boletos to see your current financial standing. This gives you a clear view of your liquidity and pending obligations.

Financial outcomes

Where your data lands.

Your agent handles the data retrieval so you can focus on the numbers.

RECEIVABLES

Track incoming money

The agent checks what customers owe you. You get a clear list of pending payments and Boletos.

PAYABLES

Monitor outgoing bills

Check your upcoming expenses and vendor bills. You'll know exactly what needs to be paid and when.

CATEGORIES

Organize your spending

The agent looks at how money is grouped. This helps you see which areas of your business are costing the most.

HUMAN

Review and approve

The AI identifies the data, but you make the calls. You decide which bills to pay or which collections to prioritize.

The workflow

What your AI does when you ask about money.

The agent acts as a bridge between your chat interface and your Bling ERP account.

  1. Scan receivables

    The agent looks through your incoming payments and Boletos to find what's still pending.

    contas_receber

  2. Check payables

    It pulls a list of your current bills and upcoming expenses to show your liabilities.

    contas_pagar

  3. Group expenses

    The agent sorts your transactions into specific buckets to show where money is going.

    categorias_financeiras

  4. Summarize health

    By pulling from all three areas, the agent gives you a snapshot of your total cash position.

    contas_pagarcontas_receber

Try it

Copy these to start.

Use these prompts to get moving immediately.

Starting points

These are just ideas. Swap out the specific dates or payment types to match your actual needs.

Bling Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_gACQjxUZgMYkuwP5IUMS302pXftc7aKWHgHYMGiw/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 — Bling capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "bling-erp-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_gACQjxUZgMYkuwP5IUMS302pXftc7aKWHgHYMGiw/mcp"
    }
  }
}
Copy into chat04

  • What are my outstanding Boletos for this month?

  • Show me all pending PIX payments from last week.

  • How much do I owe in bills categorized under 'Supplies'?

  • List all my overdue receivables from the last 30 days.

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

Start here

Connect Bling ERP once, then ask.

Just link your account once. Your credentials stay encrypted and secure, and you can start chatting with your data immediately.

Connect Bling ERP to your AI

FAQ

How the connector behaves

  • 01

    Can the AI pay my bills for me?

    No. The agent can only read and report on your data. You must log in to Bling ERP to actually execute payments.

  • 02

    Can it delete a transaction if I made a mistake?

    No. The agent is limited to reading data through the provided tools. It cannot modify or delete records in your ERP.

  • 03

    Does it work with PIX payments?

    Yes, it can query your receivables to find PIX payments and other incoming funds.

  • 04

    Can I see my profit margins?

    The agent can pull data from your financial categories and accounts, but it won't calculate complex profit margins unless you ask it to process the data it finds.

  • 05

    Is my Bling ERP password safe?

    Yes. Your login information is encrypted and handled securely by Vinkius.

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

Connect Bling to Claude, Cursor, ChatGPT & more