• UNBILLED
  • OVERCHARGED
  • PENDING
  • HUMAN

How to audit billable hours and invoices with your AI

Connect Cashboard to your agent to automate the reconciliation of your time logs and client billing.

Ask AI about this page

Short answer

How can I audit my billable hours and invoices using AI?

Your agent pulls your latest time entries and compares them to your open invoices to find discrepancies. You get a clear list of unbilled work and potential overcharges.

Audit results.

Where every discrepancy lands.

The AI categorizes its findings so you can act on them immediately.

UNBILLED

Missing billable hours

The agent identifies time entries that haven't been attached to an invoice yet. You'll see exactly what work is still sitting on the table.

OVERCHARGED

Invoice mismatches

The AI flags instances where the hours on an invoice don't match the logged time. This helps you catch mistakes before the client does.

PENDING

In-progress audits

The agent tracks which invoices are currently being cross-referenced. You can check the status of the audit at any time.

HUMAN

Manual review needed

When the AI finds a conflict it can't resolve, it flags it for your review. You decide how to handle these specific edge cases.

The workflow

What your AI does when the audit starts.

The agent handles the heavy lifting of data gathering and comparison.

  1. Gather time data

    The agent pulls all recent work logs to establish a baseline of what was actually performed.

    list_time_entries

  2. Pull invoice records

    The agent retrieves your current list of outstanding client bills to compare against the logs.

    list_invoices

  3. Cross-reference entries

    The agent matches every time entry to its corresponding invoice to find gaps or overlaps.

    list_time_entrieslist_invoices

  4. Flag inconsistencies

    The agent highlights specific mismatches where the hours logged don't align with the amounts billed.

    list_time_entrieslist_invoices

Try it

Copy these to start.

Paste these directly into your chat to begin the audit.

Starting points

These are ideas to get you moving. Swap out the client names for your actual accounts.

Cashboard Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_mEGYJ7n4RBvFojPdsd79XwfMKoCSxyYXJtTkAKjJ/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 — Cashboard capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "cashboard-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_mEGYJ7n4RBvFojPdsd79XwfMKoCSxyYXJtTkAKjJ/mcp"
    }
  }
}
Copy into chat04

  • Compare my recent time entries for Acme Corp against their outstanding invoices.

  • Find all unbilled hours logged for the Peterson account this month.

  • Check if the hours on the latest invoice for Globex match my time entries.

  • List any discrepancies between my time logs and open invoices for all clients.

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

Start here

Connect Cashboard once, then ask.

Just link your account once. Your credentials stay encrypted, and you can immediately start asking your agent to run these audits.

Connect Cashboard to your AI

FAQ

How this task behaves.

  • 01

    Can the AI create or send invoices?

    No. The AI only reads your time entries and invoices to find errors. You must handle the actual billing and sending yourself.

  • 02

    Will the AI change my time entries?

    No. The AI has read-only access to your data. It can identify mistakes, but it cannot edit or delete your logs.

  • 03

    How does it know which hours are unbilled?

    It compares the entries found in your time logs against the entries already recorded on your issued invoices.

  • 04

    Does it work with any billing software?

    It works with any software that the Cashboard MCP supports via its provided tools.

  • 05

    Can I ask it to fix a mistake it finds?

    No. The AI flags the error for you. You are responsible for making any necessary corrections in your billing system.

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

Connect Cashboard to Claude, Cursor, ChatGPT & more