• PROVISION
  • MONITOR
  • AUDIT
  • HUMAN

How to create and manage sub-ledgers with your AI

Connect Increase to your AI client to automate account setup and balance tracking. Your agent handles the technical work of segmenting your funds.

Ask AI about this page

Short answer

How can I use AI to manage sub-ledgers?

Your AI uses Increase to provision dedicated bank accounts for specific departments or projects. It then monitors those individual balances to keep your books segmented. You get a clear view of fund allocation without manual entry.

Financial segmentation outcomes

Where your funds land.

The AI turns your natural language requests into organized accounts and real-time balance checks.

PROVISION

Instant account setup

Your agent generates new, unique bank accounts for any business function you define. This keeps your main treasury separate from operational spending.

MONITOR

Live balance tracking

The AI keeps tabs on specific account totals. You'll know exactly how much budget remains in a sub-ledger at any time.

AUDIT

Full account visibility

You can pull a complete list of all active accounts. This helps you verify your entire ledger structure in one go.

HUMAN

Manual oversight

You still hold the reins for high-level strategy. The AI won't move money or change your core financial structure without you.

The workflow

What your AI does when you request ledger changes.

Your agent acts as a financial operations assistant, interacting directly with Increase to execute your commands.

  1. Set up new accounts

    When you tell your agent to start a new budget for a specific project, it provisions a new account immediately.

    increase_create_account

  2. Inventory your accounts

    The AI scans your existing setup to find the specific accounts you want to manage or audit.

    increase_list_accounts

  3. Check specific totals

    Your agent looks up the exact amount of money sitting in a designated sub-ledger.

    increase_get_balance

  4. Report on status

    The AI combines account lists and balance data to give you a summary of your current financial distribution.

    increase_list_accountsincrease_get_balance

Try it

Copy these to start.

Use these prompts to trigger actions in Increase.

Starting points

These are opening lines. Swap out the department names or project titles with your actual business units.

Increase Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_vDFyElLrwlNGdmX84MXjoEnqzdnk59cnDDnFD4N6/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 — Increase capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "increase-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_vDFyElLrwlNGdmX84MXjoEnqzdnk59cnDDnFD4N6/mcp"
    }
  }
}
Copy into chat04

  • Create a new bank account for the Marketing department sub-ledger.

  • List all my current Increase accounts so I can see my sub-ledgers.

  • What is the current balance in the Payroll account?

  • Check the balance for every account I have created for the Q3 project.

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

Start here

Connect Increase once, then ask.

Link your Increase account to Vinkius. Your credentials stay encrypted on our side, and you can immediately start managing accounts through your AI client.

Connect Increase to your AI

FAQ

How this task behaves

  • 01

    Can the AI move money between accounts?

    No. The current tools only allow for creating accounts, listing them, and checking balances. You must handle transfers manually.

  • 02

    Can the AI delete an account if I ask?

    No. There is no tool available to delete or close accounts through this MCP.

  • 03

    Does the AI see my full bank statement?

    No. The AI only accesses the specific data provided by the account creation, listing, and balance tools.

  • 04

    How do I know which account belongs to which department?

    The AI uses the account information provided by the list tool to identify and distinguish between your various sub-ledgers.

  • 05

    Can I use this with Cursor?

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

  • More questions about Increase? See everything the Increase Connector can do

Connect Increase to Claude, Cursor, ChatGPT & more