• UNPAID
  • DETAILS
  • FLOW
  • HUMAN

How to audit project invoices with your AI

Connect Fieldly to your AI client once. From there, you can pull billing data and track outstanding payments through simple chat.

Ask AI about this page

Short answer

How can I audit my project invoices using AI?

Your AI client uses Fieldly to scan your list of invoices and pull specific details for any individual bill. You can quickly identify which projects have unpaid balances to keep your cash flow steady. This breakdown shows you how to handle the data.

The results.

Where your data lands.

The AI processes your Fieldly data into these specific outcomes.

UNPAID

Identify overdue bills

The AI scans your records to find every invoice that hasn't been settled. You get a clean list of what's owed.

DETAILS

Pull specific billing info

The AI grabs line items or totals for a single invoice. This gives you the exact numbers you need for a project audit.

FLOW

Monitor project cash flow

By looking at totals across multiple invoices, the AI helps you see how much money is tied up in active projects.

HUMAN

Manual follow-ups

The AI identifies the gaps, but you still need to contact clients or update your accounting software to close the loop.

The workflow

What your AI does when the data arrives.

The AI acts as a bridge between your chat interface and your Fieldly account.

  1. Scan all records

    The AI looks through your entire Fieldly account to find all existing invoice entries.

    list_invoices

  2. Filter for unpaid status

    It sorts through the list to isolate only the bills that are still outstanding.

    list_invoices

  3. Inspect specific bills

    Once you pick a bill, the AI pulls the full details for that specific record.

    get_invoice

  4. Summarize totals

    The AI aggregates the data from multiple invoices to give you a clear picture of your current billing status.

    get_invoice

Try it

Copy these to start.

Paste these directly into your chat to begin auditing.

Starting points

These are basic starting lines. Replace the bracketed text with your specific project names or client IDs.

Fieldly Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_zH4ZH6WGr1cwX2JjF8VZT8Q9dxJsDN4iOrYy6EWT/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 — Fieldly capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "fieldly-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_zH4ZH6WGr1cwX2JjF8VZT8Q9dxJsDN4iOrYy6EWT/mcp"
    }
  }
}
Copy into chat04

  • List all unpaid invoices for the Smith Construction project.

  • Get the details for invoice INV-9928 to see the line items.

  • Show me the total amount currently owed by the Riverside development.

  • Find all invoices from last month that are still marked as unpaid.

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

Start here

Connect Fieldly once, then ask.

One quick connection links your Fieldly account to your AI client. Your login stays encrypted, and you can start asking questions immediately.

Connect Fieldly to your AI

FAQ

How this task behaves.

  • 01

    Can the AI pay my invoices?

    No. The AI can only read and retrieve invoice data. You must handle all payments through your actual accounting or Fieldly interface.

  • 02

    Can the AI delete an invoice if I made a mistake?

    No. This MCP only has tools to list and get invoice details. It cannot modify, delete, or create any records in Fieldly.

  • 03

    Does the AI see all my Fieldly data?

    The AI only sees the data it needs to answer your specific questions using the provided tools.

  • 04

    Can I use this with Claude?

    Yes, as long as you are using an MCP-compatible client like Claude Desktop.

  • 05

    Do I need to manually export CSVs first?

    No. The AI pulls the data directly from Fieldly via the tools.

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

Connect Fieldly to Claude, Cursor, ChatGPT & more