• MATCHED
  • MISMATCH
  • MISSING
  • HUMAN

How to audit billing and transactions with your AI

Connect Cheddar to your AI client to run automated reconciliations. Once connected, your agent handles the data retrieval and comparison work.

Ask AI about this page

Short answer

How can I audit my billing with AI?

Your AI uses Cheddar tools to pull invoice and transaction data for direct comparison. It identifies mismatches between expected revenue and actual payments, highlighting specific errors for you to fix.

Where every issue lands.

Audit outcomes

The AI categorizes findings based on the data it pulls from Cheddar.

MATCHED

Verified revenue

The AI confirms that invoices and transactions align perfectly. You get a clean report of settled accounts.

MISMATCH

Discrepancy alerts

The AI flags instances where invoice amounts don't match the actual transaction history. It points out the specific IDs involved.

MISSING

Unpaid invoices

The AI finds invoices that have no corresponding transaction record. This helps you catch missed payments immediately.

HUMAN

Manual review needed

The AI flags complex edge cases or partial payments that require your judgment. You decide how to handle these specific entries.

The workflow

What your AI does when the data arrives.

The AI handles the heavy lifting of data gathering and pattern matching.

  1. Gather invoice data

    The agent pulls a list of all recent billing documents from your account.

    list_cheddar_invoices

  2. Pull transaction logs

    The AI retrieves the actual payment history to compare against the invoices.

    list_cheddar_transactions

  3. Cross-reference records

    Your agent compares the two datasets to find gaps or amount mismatches.

    list_cheddar_invoiceslist_cheddar_transactions

  4. Report findings

    The AI summarizes the discrepancies and prepares a list of items for your review.

    list_cheddar_transactions

Try it

Copy these to start.

Use these prompts to kick off your audit.

Starting points

Replace the bracketed text with your specific dates or client names.

Cheddar Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_CfhuOwWDvvEnQYVOyMtsygnLTVYUAdAin2hHmOfL/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 — Cheddar capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "cheddar-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_CfhuOwWDvvEnQYVOyMtsygnLTVYUAdAin2hHmOfL/mcp"
    }
  }
}
Copy into chat04

  • Compare all invoices from last month against the transaction history to find any unpaid amounts.

  • List all transactions for the 'Acme Corp' account and check if they match their recent invoices.

  • Find any invoices from the last 30 days that don't have a matching transaction in Cheddar.

  • Summarize all billing discrepancies found between my recent invoices and actual payments.

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

Start here

Connect Cheddar once, then ask.

One click connects your account. Your credentials stay encrypted, and you can start auditing immediately through your preferred AI client.

Connect Cheddar to your AI

FAQ

How the audit works

  • 01

    Can the AI fix billing errors in Cheddar?

    No. The AI can only read invoice and transaction data. You must log in to Cheddar to make any actual changes or corrections.

  • 02

    Does the AI delete any of my transaction history?

    No. The tools only allow the AI to list and read data. It has no capability to delete or modify your records.

  • 03

    How does the AI know if a payment is missing?

    It compares the list of issued invoices against the list of completed transactions to find IDs that only appear in one list.

  • 04

    Can I audit specific customers?

    Yes. You can ask your AI to filter the invoice and transaction lists by specific customer names or IDs.

  • 05

    What happens if an invoice amount is different from the payment?

    The AI flags the discrepancy and provides you with the specific invoice ID and the amount that was actually paid.

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

Connect Cheddar to Claude, Cursor, ChatGPT & more