• ACCURACY
  • AUDIT
  • REPORTS
  • HUMAN

How to sync general ledger dimensions with your AI

Connect Certify to your AI client to pull your accounting structure directly into your chat. Once connected, your agent can use these dimensions to categorize expenses.

Ask AI about this page

Short answer

How can I sync my GL dimensions with my AI?

Your AI uses the Certify MCP to fetch your specific general ledger dimensions. This ensures every expense it analyzes uses the exact codes your accounting system requires. You'll see how this works in the breakdown below.

The results.

Where your data lands.

The AI maps expense data to your existing financial structure.

ACCURACY

Matched expense codes

The AI uses your GL dimensions to categorize spend. This prevents manual entry errors in your ledger.

AUDIT

Clean audit trails

Every expense is tagged with the correct dimension. You get a clear link between receipts and your books.

REPORTS

Ready-to-use data

The AI organizes spend by your specific cost centers and departments. Your reports match your internal hierarchy.

HUMAN

Manual overrides

If a dimension is missing or ambiguous, the AI flags it for you. You decide how to handle edge cases.

The workflow

What your AI does when the data arrives.

The AI bridges the gap between raw receipts and your accounting rules.

  1. Fetch dimensions

    The AI reaches into Certify to grab your current list of general ledger dimensions.

    get_gl_dimensions

  2. Map expenses

    It compares incoming expense details against those dimensions to find the right fit.

    get_gl_dimensions

  3. Validate structure

    The AI checks that the proposed dimension combinations are valid within your setup.

    get_gl_dimensions

  4. Flag mismatches

    If an expense doesn't fit a dimension, the AI identifies the conflict for your review.

    get_gl_dimensions

Try it

Copy these to start.

Use these prompts to begin working with your Certify data.

Starting points

Swap the bracketed text for your specific department or cost center names.

Certify Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_RBu2fxRteejllQx6XUDuaJkfcR2rGnodVcs8rPRB/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 — Certify capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "certify-emburse-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_RBu2fxRteejllQx6XUDuaJkfcR2rGnodVcs8rPRB/mcp"
    }
  }
}
Copy into chat04

  • Get my current GL dimensions from Certify.

  • Check if this expense matches any of my existing GL dimensions.

  • List all cost center dimensions available in Certify.

  • Which GL dimensions should I use for travel expenses in the Marketing department?

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

Start here

Connect Certify once, then ask.

Log in once to link your account. Your credentials stay encrypted, and you can immediately start asking your AI about your expense data.

Connect Certify to your AI

FAQ

How this task behaves.

  • 01

    Can the AI change my GL dimensions in Certify?

    No. The AI can only read your existing dimensions to ensure matching. It cannot create or edit your accounting structure.

  • 02

    Will the AI automatically post expenses to my ledger?

    No. The AI identifies the correct dimensions, but you remain responsible for the final posting to your accounting software.

  • 03

    Does it work with any accounting software?

    The AI uses the dimensions defined within Certify. As long as your other software accepts those same codes, the data will align.

  • 04

    What happens if a dimension is missing?

    The AI will tell you it can't find a match. It won't guess or invent a new dimension code.

  • 05

    Can I see the dimensions the AI is using?

    Yes. You can ask the AI to list the dimensions it retrieved so you can verify them.

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

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