• MATCHED
  • DISCREPANCY
  • PENDING
  • HUMAN

How to audit daily revenue and settlements with your AI

Connect Razorpay to your AI client once. From there, your agent handles the heavy lifting of matching payments to payouts.

Ask AI about this page

Short answer

How can I audit my daily revenue and settlements using AI?

Your AI pulls payment and settlement data to find mismatches between what you've captured and what's actually hitting your bank account. It identifies missing transfers or pending amounts so you don't have to manually cross-reference spreadsheets. You get a clear view of your cash flow and any gaps in your payouts.

Where every issue lands.

Audit outcomes

The AI organizes its findings into these specific categories.

MATCHED

Verified payouts

The AI confirms that captured payments align perfectly with completed transfers. You get a clean list of successful reconciliations.

DISCREPANCY

Missing funds

The AI flags payments that haven't resulted in a settlement yet. This highlights exactly where your money is stuck.

PENDING

Upcoming settlements

The AI tracks scheduled transfers that haven't cleared. This helps you forecast your actual available balance.

HUMAN

Manual review needed

The AI flags complex mismatches that don't follow standard patterns. You decide how to resolve these specific edge cases.

The workflow

What your AI does when the data arrives.

Your agent performs a sequence of checks to ensure your books balance.

  1. Gather payment data

    The AI pulls a list of all recent transactions to establish your total captured revenue.

    list_payments

  2. Check settlement status

    It pulls the settlement records to see which payments have been processed for payout.

    list_settlements

  3. Verify transfers

    The AI looks at the actual money movements to confirm the settlement amounts match the transfers.

    list_transfers

  4. Identify gaps

    The agent compares the three datasets to find any missing or mismatched amounts.

    list_paymentslist_settlements

Try it

Copy these to start.

Use these prompts to kick off your audit.

Starting points

These are starting points. Swap out the dates or specific transaction IDs to match your actual needs.

Razorpay Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_195Z4eCYhWvkBAip9RHLCm4K0sDWv32HoU3zLDPm/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 — Razorpay capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "razorpay-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_195Z4eCYhWvkBAip9RHLCm4K0sDWv32HoU3zLDPm/mcp"
    }
  }
}
Copy into chat04

  • Compare my payments from yesterday with my settlements to see if everything cleared.

  • List all pending transfers from the last 7 days and tell me which payments they belong to.

  • Find any discrepancies between my captured payments and my recent settlements.

  • Summarize my total settlement amount for the current month based on recent transfers.

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

Start here

Connect Razorpay once, then ask.

Just link your account via the one-click setup. Your credentials stay encrypted and your agent gets immediate access to your financial data.

Connect Razorpay to your AI

FAQ

How this task behaves

  • 01

    Can the AI move money or issue refunds?

    No. The AI can only read payment, settlement, and transfer data. It cannot trigger any financial transactions or changes to your account.

  • 02

    Does the AI update my accounting software?

    No. The AI provides the summary and the findings, but you must manually input that data into your accounting tools.

  • 03

    Can I audit specific transactions?

    Yes. You can ask the AI to look up specific payment IDs or settlement records to verify individual entries.

  • 04

    How does the AI handle partial settlements?

    The AI compares the payment amounts against the settlement and transfer data to flag any amounts that don't match.

  • 05

    Is my financial data safe?

    Yes. Your connection is secure, and the AI only accesses the data necessary to perform the specific tools you request.

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

Connect Razorpay to Claude, Cursor, ChatGPT & more