• RECONCILIATION
  • DISCREPANCIES
  • DETAILS
  • HUMAN

How to audit billing transactions and invoices with your AI

Connect Quaderno to your AI client once. After that, you can query your entire billing history using natural language.

Ask AI about this page

Short answer

How can I audit my billing with AI?

Your AI pulls transaction lists and individual invoice data to spot errors or missing payments. You'll get a clear breakdown of how the agent handles these requests.

Where every issue lands.

Audit outcomes

The AI sorts your billing data into these specific categories.

RECONCILIATION

Matched records

The AI compares transaction lists against your expected revenue. It flags exactly which entries align with your bank statements.

DISCREPANCIES

Missing data

The agent identifies gaps where an invoice exists without a corresponding payment. You get a list of specific IDs to investigate.

DETAILS

Deep dives

You can request the full breakdown of a single transaction. The AI pulls the specific line items and tax details for that record.

HUMAN

Manual review

The AI highlights suspicious patterns or tax mismatches. You decide if these require a manual correction in the Quaderno dashboard.

The workflow

What your AI does when the request arrives.

The AI uses specific Quaderno tools to fetch the data you need.

  1. Gathering history

    The agent pulls a complete list of your recent billing activity to establish a baseline.

    list_transactions

  2. Finding invoices

    It filters through your records to find the specific billing documents requested.

    list_invoices

  3. Inspecting records

    The AI pulls the granular details of a single document to check tax or line item accuracy.

    get_invoice

  4. Reporting errors

    The agent compares the gathered data to find mismatches and presents them to you.

    list_transactionsget_invoice

Try it

Copy these to start.

Use these prompts to begin your audit.

Starting points

Swap the bracketed text for your actual customer names or date ranges.

Quaderno Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_umdssbzcYQjzKr8fYJQjDpa0z0BU19pItHSA2Nqi/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 — Quaderno capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "quaderno-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_umdssbzcYQjzKr8fYJQjDpa0z0BU19pItHSA2Nqi/mcp"
    }
  }
}
Copy into chat04

  • List all transactions from last month to check for unpaid amounts.

  • Find the invoice for [Customer Name] and tell me the total tax charged.

  • Show me all invoices issued in [Month] that are still marked as unpaid.

  • Compare the transaction list for [Customer Name] against their total invoice value.

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

Start here

Connect Quaderno once, then ask.

Just link your account once. Your credentials stay encrypted, and you can immediately start asking questions about your billing data.

Connect Quaderno to your AI

FAQ

How this task behaves

  • 01

    Can the AI change my invoice amounts?

    No. The AI can only read transaction and invoice data. It cannot modify or delete any records in Quaderno.

  • 02

    Can I use this to issue refunds?

    No. There are no tools available to create refunds or process payments. The AI is for auditing and data retrieval only.

  • 03

    Does the AI see my customers' credit card numbers?

    No. The AI only accesses the transaction and invoice data exposed by the tools.

  • 04

    How does the AI know which invoice is which?

    The AI uses the unique invoice IDs provided by the list and get tools to distinguish between records.

  • 05

    Can the AI generate a new PDF invoice?

    No. The AI can only retrieve the details of existing invoices.

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

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