• DISPUTES
  • RECONCILIATION
  • AUDIT
  • HUMAN

How to audit booking finances with your AI

Connect OwnerRez to your AI client to pull transaction data. You can then cross-reference payments against charges to find discrepancies.

Ask AI about this page

Short answer

How can I use AI to audit my OwnerRez bookings?

Your AI pulls charge and payment records from OwnerRez to find missing funds or billing errors. This lets you reconcile accounts or settle guest disputes without manual exports. You'll see the specific data steps below.

Audit outcomes

Where your data lands

The AI organizes the financial information into these specific results.

DISPUTES

Resolved billing conflicts

The AI compares what a guest claims they paid against the actual records. You get a clear breakdown of the discrepancy.

RECONCILIATION

Balanced accounts

The AI matches every charge to a corresponding payment. This identifies unpaid balances or overpayments immediately.

AUDIT

Clean financial logs

The AI extracts a list of all transactions for a specific booking. You get a structured view of your revenue.

HUMAN

Manual corrections

The AI flags where the math doesn't add up. You must go into OwnerRez to manually adjust the records or issue refunds.

The workflow

What your AI does when the data arrives.

The AI uses specific OwnerRez tools to gather the facts needed for your audit.

  1. Identify the booking

    The AI finds the specific reservation you are investigating to ensure you are looking at the right guest data.

    get_booking

  2. Pull all charges

    The AI gathers every line item billed to that reservation, including taxes and fees.

    list_charges

  3. Verify payments

    The AI pulls the history of all money received for that booking to see if it covers the charges.

    list_payments

  4. Flag discrepancies

    The AI compares the two lists and highlights any gaps where payments don't match the expected totals.

    list_chargeslist_payments

Try it

Copy these to start.

Use these prompts to kick off an audit.

Starting points

Swap out the bracketed info for your actual booking IDs or dates.

OwnerRez Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_DcFb7T5k39iusTmgdJAKu38UNxoDv09scSi7RJEK/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 — OwnerRez capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "ownerrez-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_DcFb7T5k39iusTmgdJAKu38UNxoDv09scSi7RJEK/mcp"
    }
  }
}
Copy into chat04

  • Check the charges and payments for booking ID [ID] to see if there is an outstanding balance.

  • List all payments made for booking [ID] and tell me if they match the total charges.

  • I have a dispute for booking [ID]. Can you pull the charge history and show me any unpaid fees?

  • Find all charges for bookings made in [Month] and list them by amount.

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

Start here

Connect OwnerRez once, then ask.

One connection gives your AI access to your booking data. Your credentials stay encrypted and secure.

Connect OwnerRez to your AI

FAQ

How this task behaves

  • 01

    Can the AI change my booking amounts?

    No. The AI can only read charges and payments. You have to make any changes or refunds directly in OwnerRez.

  • 02

    Can the AI delete a charge if it was a mistake?

    No. The AI has no permission to delete or modify any financial records in your account.

  • 03

    Does the AI see my credit card numbers?

    No. The AI only accesses the transaction records and amounts provided by the OwnerRez tools.

  • 04

    How does the AI know which booking to look at?

    You tell the AI the specific booking ID or guest name, and it uses that to pull the correct data.

  • 05

    Can I use this to export a full tax report?

    The AI can pull the data for you to review, but it doesn't generate official tax documents.

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

Connect OwnerRez to Claude, Cursor, ChatGPT & more