• DISCREPANCIES
  • SCHEMA ERRORS
  • HUMAN REVIEW
  • AUDIT LOGS

How to audit budget reports with your AI

Connect OpenGov to your AI client to automate the heavy lifting of financial oversight. Once connected, your agent handles the data extraction and pattern matching.

Ask AI about this page

Short answer

How can I use AI to audit my budget reports?

Your AI uses OpenGov tools to pull specific report data and schemas, then compares values against expected formats to spot errors. You get a clear list of discrepancies without manual data entry.

Audit outcomes

Where your findings land.

The AI categorizes its findings based on the severity and type of error found in the reports.

DISCREPANCIES

Detected budget mismatches

The AI identifies where actual spending deviates from the planned budget. You get a direct list of the specific line items that don't add up.

SCHEMA ERRORS

Invalid report structures

The AI checks if report data matches the required format. It flags any missing fields or incorrect data types that break your reporting standards.

HUMAN REVIEW

Flagged for your eyes

High-risk errors that require a person to make a final decision are isolated. The AI presents these clearly so you don't miss them.

AUDIT LOGS

Completed audit history

Every check performed is logged. You can review what the AI looked at and what it found to maintain a paper trail.

The workflow

What your AI does when the audit starts.

The AI moves from scanning available files to deep-diving into specific data points.

  1. Locate reports

    The AI scans your OpenGov account to find the specific budget files you need to check.

    list_reports

  2. Inspect report structure

    It looks at the metadata to understand the schema and how the data is organized.

    get_report_metadata

  3. Extract financial data

    The AI pulls the raw numbers and line items from the selected reports.

    get_report_data

  4. Identify mismatches

    It compares the extracted data against your budget rules to find errors.

    get_report_data

Try it

Copy these to start.

Use these prompts to kick off your audit.

Starting points

These are opening lines. Swap out the specific report names or departments to match your actual OpenGov setup.

OpenGov Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_lAyr3ealVFb3DmdN0eBfEnjLa1Y65g6eXGyO4yzH/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 — OpenGov capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "opengov-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_lAyr3ealVFb3DmdN0eBfEnjLa1Y65g6eXGyO4yzH/mcp"
    }
  }
}
Copy into chat04

  • List all the budget reports available in OpenGov so I can choose one to audit.

  • Get the metadata for the 'FY2024 General Fund' report and tell me if the schema looks correct.

  • Pull the data from the 'Department of Public Works' budget report and check for any discrepancies in the spending totals.

  • Compare the actual spending in the 'Parks and Rec' report against the projected budget values.

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

Start here

Connect OpenGov once, then ask.

You only need to link your account once. Your credentials stay encrypted, and you can immediately start asking your AI to pull and check your reports.

Connect OpenGov to your AI

FAQ

How this task behaves.

  • 01

    Can the AI change my budget numbers in OpenGov?

    No. The AI can only read report data and metadata. It cannot edit, delete, or create new records in your OpenGov account.

  • 02

    Does the AI automatically run audits every night?

    No. The AI only performs actions when you specifically ask it to via your AI client.

  • 03

    How does the AI know if a budget is 'wrong'?

    The AI relies on the data and schemas it pulls. You have to tell it what the expected values or formats are so it has a baseline for comparison.

  • 04

    Can I audit reports that aren't in OpenGov?

    No. This specific connection only allows the AI to access data through the OpenGov tools.

  • 05

    Will the AI tell me which specific user made a budget change?

    Only if that information is contained within the report data or metadata provided by OpenGov.

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

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