• BILLING
  • BUDGET
  • TASKS
  • HUMAN

How to track project budget and expenses with your AI

Connect Celoxis to your AI client to audit project costs. It handles the heavy lifting of comparing time logs against actual expenses.

Ask AI about this page

Short answer

How can I use AI to monitor my project budget?

Your AI pulls data from Celoxis to cross-reference time entries and expenses against your project tasks. You get a clear view of what is billable and where your budget stands.

Where your data lands.

The audit outcomes.

The AI organizes your project information into these specific categories.

BILLING

Billable vs non-billable

The AI compares time logs to task requirements. You get a list of entries that don't match your billing rules.

BUDGET

Expense tracking

The AI pulls all logged costs. You see how much of your total budget is already spent.

TASKS

Task status updates

The AI looks at task progress. You see which work items are driving the most cost.

HUMAN

Manual review needed

The AI flags suspicious entries. You decide whether to approve or reject these specific costs.

The workflow

What your AI does when the data arrives.

The AI acts as a bridge between your project management data and your decision making.

  1. Gather task data

    The AI pulls a list of all active work items to establish the project scope.

    list_tasks

  2. Audit time logs

    The AI examines every recorded hour to find discrepancies in billing types.

    list_time_entries

  3. Review costs

    The AI pulls all recorded project costs to calculate the current burn rate.

    list_expenses

  4. Flag errors

    The AI compares the tasks, time, and expenses to find mismatches.

    list_taskslist_time_entrieslist_expenses

Try it

Copy these to start.

Use these prompts to begin your audit.

Starting points

Replace the bracketed text with your specific project or task names.

Celoxis Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_E9z7w0G8hlBaCIzI2R6gsj984tK5pNi2O1kiB1TT/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 — Celoxis capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "celoxis-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_E9z7w0G8hlBaCIzI2R6gsj984tK5pNi2O1kiB1TT/mcp"
    }
  }
}
Copy into chat04

  • Check the expenses for the Apollo Project and tell me if we are over budget.

  • Compare the time entries for Task ID 405 with the billable settings.

  • List all expenses for the Q3 Marketing campaign and flag anything non-billable.

  • Summarize the total time spent on all tasks in the Website Redesign project.

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

Start here

Connect Celoxis once, then ask.

Just link your account once. Your credentials stay encrypted, and you can start asking questions immediately.

Connect Celoxis to your AI

FAQ

How this task behaves.

  • 01

    Can the AI change my budget in Celoxis?

    No. The AI can only read tasks, time entries, and expenses. It cannot edit or delete your data.

  • 02

    Does the AI automatically bill my clients?

    No. The AI identifies billable entries, but you must perform the actual billing in Celoxis.

  • 03

    Can I ask about specific task IDs?

    Yes. If you provide a task ID, the AI can pull the specific data for that item.

  • 04

    Will the AI create new expense entries?

    No. The AI only has permission to list existing data.

  • 05

    How does it know if an expense is billable?

    The AI compares the expense data against the task settings it retrieves from Celoxis.

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

Connect Celoxis to Claude, Cursor, ChatGPT & more