• DATA
  • STATUS
  • RECONCILIATION
  • HUMAN

How to audit sales and invoices with your AI

Connect Erply ERP & POS to your AI client to pull transaction data and check document statuses instantly.

Ask AI about this page

Short answer

How can I audit my sales and invoices using AI?

Your AI client pulls recent transaction logs and specific sales document details directly from Erply. You can then ask questions about document statuses or recent sales activity to find discrepancies. This gives you a direct line to your transaction data.

Audit outcomes

What you'll find

The AI pulls specific data points to help you reconcile your books.

DATA

Recent sales logs

The AI pulls the latest transaction history so you can see exactly what just happened in your store.

STATUS

Document verification

Check if specific invoices or sales documents are processed, pending, or completed.

RECONCILIATION

Identify discrepancies

Compare your expected sales against the actual records pulled by your agent.

HUMAN

Manual corrections

The AI identifies the issues, but you must log into Erply to fix any errors or change document statuses.

The workflow

What your AI does when the request arrives.

The AI acts as a bridge between your chat interface and your Erply data.

  1. Fetch transactions

    The agent pulls the most recent sales activity from your Erply account.

    list_latest_sales_transactions

  2. Retrieve documents

    The AI looks up specific sales documents to check their current state.

    list_sales_documents

  3. Analyze status

    Your agent compares the requested document IDs against the retrieved records.

    list_sales_documents

  4. Report findings

    The AI presents the transaction history or document status in your chat window.

    list_latest_sales_transactions

Try it

Copy these to start.

Use these prompts to begin your audit.

Starting points

These are opening lines. Swap out the specific invoice numbers or dates with your actual data.

Erply ERP & POS Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_PgMMccwdNOA9n3y5gxLBhzLslzn53d2ko2KUu8hP/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 — Erply ERP & POS capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "erply-erp-pos-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_PgMMccwdNOA9n3y5gxLBhzLslzn53d2ko2KUu8hP/mcp"
    }
  }
}
Copy into chat04

  • Show me the latest sales transactions from Erply.

  • What is the status of sales document #5502?

  • List the most recent sales documents to see which are still pending.

  • Check the transaction history for today's sales.

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

Start here

Connect Erply ERP & POS once, then ask.

One connection links your Erply account to your AI client. Your credentials stay encrypted, and you can start auditing immediately.

Connect Erply ERP & POS to your AI

FAQ

How the audit task behaves

  • 01

    Can the AI change an invoice status?

    No. The AI can only read and list sales documents. You must manually update statuses within Erply.

  • 02

    Can I delete a transaction using the AI?

    No. This MCP only provides tools to list transactions and documents. It cannot delete or modify any data.

  • 03

    How recent is the transaction data?

    The AI pulls the latest available transactions currently recorded in your Erply system.

  • 04

    Do I need to export CSVs first?

    No. The AI pulls the data directly from Erply, so you don't need to perform manual exports.

  • 05

    Can the AI create new sales?

    No. The available tools are limited to listing existing transactions and documents.

  • More questions about Erply ERP & POS? The Connector page answers them. See everything the Erply ERP & POS Connector can do

Connect Erply ERP & POS to Claude, Cursor, ChatGPT & more