• LOGGED
  • SORTED
  • TAXED
  • REVIEW

How to log business expenses with your AI

Connect Finmei to your AI client once. After that, you just tell your agent what you bought and it handles the bookkeeping.

Ask AI about this page

Short answer

How can I log expenses using my AI?

Just tell your agent about the purchase. It looks up your specific categories and tax types to file the cost correctly in Finmei. You get organized books without manual data entry.

Where your data lands.

The results of your request.

Your AI handles the organization so you don't have to.

LOGGED

New expense records

The AI creates the entry in Finmei using the details you provided. Your financial records stay current automatically.

SORTED

Correct categories

The agent matches your purchase to your existing business categories. This keeps your expense reports clean.

TAXED

Proper tax types

Your AI selects the right tax type from your Finmei settings. This ensures your tax math stays accurate.

REVIEW

Human verification

The AI does the heavy lifting, but you remain the final authority. You can check the entries in Finmei to confirm everything is perfect.

The workflow

What your AI does when a cost arrives.

The AI turns your chat messages into structured financial data.

  1. Identify the purchase

    Your agent extracts the amount, vendor, and date from your message.

    create_expense

  2. Check categories

    The AI pulls your specific list of business categories to find a match.

    list_categories

  3. Verify tax types

    It checks your available tax types to ensure the expense is filed correctly.

    list_tax_types

  4. Submit to Finmei

    The agent sends the final, categorized data to your account.

    create_expense

Try it

Copy these to start.

Use these prompts to trigger the Finmei tools.

Starting points

These are examples. Change the vendor name, amount, or category to match your actual receipt.

Finmei Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_QWvtUmB1mfbvvLrjJTMJfQfWAEeHSLOlJMDzZgac/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 — Finmei capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "finmei-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_QWvtUmB1mfbvvLrjJTMJfQfWAEeHSLOlJMDzZgac/mcp"
    }
  }
}
Copy into chat04

  • Log a $15.50 expense at Starbucks for office coffee.

  • Add a $120.00 charge for a new mouse under the Office Supplies category.

  • I just spent $45.00 on a taxi; please record this in Finmei.

  • What categories can I use to log this $200 software subscription?

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

Start here

Connect Finmei once, then ask.

Connect your account with one click. Your login stays encrypted, and you can start logging expenses in your preferred AI client immediately.

Connect Finmei to your AI

FAQ

How this task behaves.

  • 01

    Can the AI delete an expense if I get the amount wrong?

    No. The AI only has the ability to create new expenses. You must delete or edit entries directly in Finmei.

  • 02

    Can the AI create new categories for me?

    No. The AI can only use the categories that already exist in your Finmei account.

  • 03

    Does the AI handle my tax filings?

    No. The AI only assigns the tax type to the expense. You still handle the actual filing yourself.

  • 04

    Can I upload a photo of a receipt?

    The AI processes the text you provide. It does not have a tool to directly parse image files for this task.

  • 05

    Will the AI change my existing expense records?

    No. The AI can only add new records; it cannot modify or overwrite your previous entries.

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

Connect Finmei to Claude, Cursor, ChatGPT & more