• DATA
  • BUDGET
  • INSIGHT
  • HUMAN

How to monitor business spending and expenses with your AI

Connect Cashboard to your agent to turn your chat interface into a real-time budget tracker. Once connected, your agent handles the data retrieval so you can focus on decision making.

Ask AI about this page

Short answer

How can I track my business expenses using AI?

Your agent uses Cashboard to pull live expense data and project costs directly into your chat. You'll get instant visibility into where your money is going and how it aligns with your budget.

Where your data lands

What you get from your agent

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

DATA

Live expense lists

The agent pulls your most recent transactions. You get a clean list of what was spent and when.

BUDGET

Project cost tracking

Your agent compares current spending against specific project budgets. This helps you see if a project is running over before it becomes a problem.

INSIGHT

Spending trends

By looking at historical data, your agent identifies patterns in your outflows. You'll see which categories are growing or shrinking.

HUMAN

Manual adjustments

The agent only reads and reports data. You still need to log into your accounting software to manually edit or delete specific transactions.

The workflow

What your AI does when you ask about spending.

The agent acts as a bridge between your chat and your financial records.

  1. Fetch records

    The agent reaches out to your connected accounts to grab the latest transaction history.

    list_business_expenses

  2. Filter data

    It narrows down the list to specific dates, categories, or individual projects you ask about.

    list_business_expenses

  3. Calculate totals

    The agent sums up the retrieved amounts to give you a clear picture of total spend.

    list_business_expenses

  4. Report findings

    The agent presents the final numbers and trends in a readable format in your chat window.

    list_business_expenses

Try it

Copy these to start.

Use these prompts to get immediate answers from your agent.

Starting points

These are basic prompts. Swap out the bracketed text for your specific project names or dates.

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

  • Show me all business expenses from the last 30 days.

  • How much have we spent on the [Project Name] project so far?

  • List all expenses categorized under [Category Name] for this month.

  • What is our total spending for the current fiscal quarter?

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

Start here

Connect Cashboard once, then ask.

Click the link below to link your account. Your credentials stay encrypted and secure, and you can start asking questions immediately.

Connect Cashboard to your AI

FAQ

Common questions

  • 01

    Can my AI delete an expense if I find a mistake?

    No. The agent can only retrieve and list data. You must handle all deletions or edits in your primary accounting tool.

  • 02

    Does the AI have permission to move money or pay bills?

    No. This connector is read-only. It can see your expenses, but it cannot execute payments or move funds.

  • 03

    How often does the AI see new transactions?

    The agent sees whatever is currently available in your connected account whenever you ask it to list expenses.

  • 04

    Can I ask about specific vendors?

    Yes. Once the agent pulls the expense list, you can ask it to filter for specific vendors or companies.

  • 05

    Is my financial data shared with the AI model provider?

    The data is passed to your AI client to process your request, but Vinkius does not store or sell your financial information.

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

Connect Cashboard to Claude, Cursor, ChatGPT & more