• STATUS
  • REPORTS
  • AUDIT
  • HUMAN

How to track accounts payable invoices with your AI

Connect Certify to your AI client to turn your chat window into an AP command center. You can pull real-time status updates and billing reports without logging into the dashboard.

Ask AI about this page

Short answer

How can I track my accounts payable invoices using AI?

You can ask your AI to pull specific invoice lists or generate billing reports directly from Certify. This gives you instant visibility into vendor statuses and billing data. You'll see exactly what's pending or paid.

Where your data lands.

The outcomes of your requests.

The AI pulls information from Certify and organizes it into these specific views.

STATUS

Live invoice tracking

The AI pulls current invoice data so you can see exactly what is pending or processed. You get immediate answers on specific vendor bills.

REPORTS

Bulk billing summaries

Request full reports to see large sets of billing data at once. This helps you spot trends or large upcoming payments.

AUDIT

Discrepancy checks

Compare different invoice lists to find missing entries or mismatches. Your AI identifies the gaps so you can fix them.

HUMAN

Manual approvals

The AI identifies which invoices need your eyes. You still handle the final sign-off and payment authorization in Certify.

The workflow

What your AI does when you ask for invoice data.

The AI acts as a bridge between your chat and your Certify account to fetch and organize your AP data.

  1. Fetch invoice lists

    Your AI scans your Certify account to find specific invoices or vendor records you're looking for.

    list_certify_invoices

  2. Generate billing reports

    The AI pulls comprehensive billing data to give you a high-level view of your accounts payable.

    list_invoice_reports

  3. Filter and summarize

    Once the data is pulled, the AI narrows down the list to show only what you asked for, like unpaid bills from a specific vendor.

    list_certify_invoices

  4. Identify action items

    The AI looks through the retrieved reports to highlight which invoices are overdue or require attention.

    list_invoice_reports

Try it

Copy these to start.

Use these prompts to begin interacting with your Certify data.

Starting points

These are templates. Swap out the vendor names or date ranges to match your actual data.

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

  • List all unpaid invoices from Acme Corp in Certify.

  • Show me the latest invoice reports from last month.

  • Which invoices from the recent billing report are still pending?

  • Summarize all invoices over $500 currently in Certify.

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

Start here

Connect Certify once, then ask.

Click the link to connect your account. Your credentials stay encrypted, and you can immediately start asking questions in your preferred AI client.

Connect Certify to your AI

FAQ

How this task behaves

  • 01

    Can the AI pay an invoice for me?

    No. The AI can only read and list invoice data. You must log in to Certify to authorize or execute any payments.

  • 02

    Can the AI delete an invoice record?

    No. This MCP only has permissions to list and read data. It cannot modify or delete anything in your Certify account.

  • 03

    Can I see the actual PDF of an invoice?

    The AI can provide the data contained within the invoice, but it does not pull or display the raw PDF files.

  • 04

    Does the AI see all my Certify data?

    The AI only sees the data it needs to answer your specific request through the provided tools.

  • 05

    Can I use this to create new invoices?

    No. The current tools are limited to listing existing invoices and reports.

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

Connect Certify to Claude, Cursor, ChatGPT & more