• MATCHED
  • PENDING
  • DISCREPANCY
  • HUMAN

How to verify bank settlements with your AI

Connect Tingg Insights to your AI client to automate payout reconciliation. Your agent will match your sales data against actual bank transfers to find discrepancies.

Ask AI about this page

Short answer

How can I check if my Tingg payouts hit my bank?

Your AI pulls your recent settlement history and compares it to your sales performance to ensure every cent is accounted for. You'll get a clear view of which sales have cleared and which are still pending.

Reconciliation outcomes

Where your data lands.

The AI categorizes your financial status into these four views.

MATCHED

Verified settlements

The AI identifies sales that successfully moved to your bank. You get a clean list of confirmed payouts.

PENDING

In-flight transfers

The agent flags transactions that are processed but haven't hit your bank yet. This helps you track expected cash flow.

DISCREPANCY

Missing funds alert

If sales metrics don't match your settlement records, the AI highlights the gap. This is where you step in to investigate.

HUMAN

Manual review needed

The AI flags complex issues that require your direct attention. It won't move money or change records, so you stay in control.

The workflow

What your AI does when the request arrives.

Your agent uses specific Tingg tools to pull the data needed for reconciliation.

  1. Fetch settlement records

    The agent pulls a list of all recent payouts and transfers from your Tingg account.

    list_account_settlements

  2. Analyze sales data

    It pulls your actual sales figures to see what the total volume should be.

    get_account_performance_metrics

  3. Compare totals

    The AI compares the settlement amounts against the performance metrics to find mismatches.

    list_account_settlementsget_account_performance_metrics

  4. Report findings

    The agent presents a summary of what has cleared and what is still missing.

    list_account_settlements

Try it

Copy these to start.

Use these prompts to trigger the reconciliation process.

Starting points

These are opening lines. Swap out the specific dates or account names to match your actual data.

Tingg Insights Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_rcN9i0J3D1CWbxfUCu0BWBjHhG3SEiljvgR1rYQP/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 — Tingg Insights capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "tingg-insights-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_rcN9i0J3D1CWbxfUCu0BWBjHhG3SEiljvgR1rYQP/mcp"
    }
  }
}
Copy into chat04

  • Check my Tingg settlements from last week and tell me if they match my sales.

  • List all my recent Tingg payouts and flag any that are missing from my performance metrics.

  • Compare my Tingg account settlements for October against my total sales volume.

  • Did all my sales from the last 24 hours successfully settle into my bank account?

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

Start here

Connect Tingg Insights once, then ask.

Click the link to connect your account. Your credentials stay encrypted and secure, and you can immediately start asking questions in your preferred AI client.

Connect Tingg Insights to your AI

FAQ

How this task behaves

  • 01

    Can the AI move money between my accounts?

    No. The AI only has permission to read settlement and performance data. It cannot initiate transfers or change any financial settings.

  • 02

    Will the AI delete my Tingg transaction history?

    No. The tools provided are read-only. Your data remains untouched in Tingg.

  • 03

    How does the AI know if a settlement is missing?

    It compares the amounts found in your settlement list against the sales totals found in your performance metrics.

  • 04

    Can I use this with any AI client?

    Yes, as long as the client supports the Model Context Protocol (MCP).

  • 05

    Does the AI handle the actual bank reconciliation?

    The AI performs the data comparison and identifies discrepancies, but you are responsible for the final reconciliation in your accounting software.

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

Connect Tingg Insights to Claude, Cursor, ChatGPT & more