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AI bookkeeping in Claude

Import a bank CSV, categorise it, keep a double-entry cash book and reconcile petty cash, all from chat. Free tier, no key.

Connect free in 1 minute All 49 paid servers, $39 once

Jobs you can hand to Claude

Each page shows the prompt, the tools it calls and the file you get.

Bank Statement

Categorize a bank statement with AI in Claude

Import a bank CSV, categorise every line, find recurring payments and summarise per currency. Uses the Bank Statement server. 10 tools.

You get: Spend report Petty Cash

Reconcile petty cash in chat

Vouchers, reconciliation and the replenishment amount for a petty cash float, from chat. Uses the Petty Cash server. Paste one URL, no install. 7 tools.

You get: Cash vouchers Dunning Letters

Chase overdue invoices from chat

Reminder 1, reminder 2 and final notice, with aging buckets and a statement of account. Ask Claude who owes you. Uses the Dunning Letters server. 9 tools.

You get: Reminder letter Supplier Statement Check

Reconcile a supplier statement in Claude

Compare a supplier statement with your AP open items by exact reference. Get the differences in one list. Uses the Supplier Statement Check server. 6 tools.

You get: Mismatch report Duplicate Invoice Check

Find duplicate invoices before you pay in Claude

Review explainable duplicate invoice candidates in a local batch. See why each pair matched. Uses the Duplicate Invoice Check server. Free tier, Pro $19 once.

You get: CSV Three Way Match

Three-way match with AI in Claude

Match supplier invoice lines to purchase orders and receipts by SKU with tolerances. Explainable exceptions. Uses the Three Way Match server. 6 tools.

You get: Exception report

The servers behind these jobs

Spend report

Bank Statement

Import a bank CSV, categorise it and find the subscriptions.

BookkeepingFree tier, Pro $19Hosted

CSV

Cash Book

One double-entry ledger built from your invoices, bank and expenses.

BookkeepingFree tier, Pro $19Hosted

Cash vouchers

Petty Cash

Run the petty cash tin, from vouchers to the count and the top-up.

BookkeepingFree tier, Pro $19Hosted

Statement and aging

Statement of Account

Client statements, aging and payment chasers from your own books.

InvoicingFree tier, Pro $19Hosted

Start free. When one job outgrows the free tier, one $39 key turns on Pro on all 49 paid servers, for life.

Bundle, $39

Common questions

Can Claude do this out of the box?
Claude can write the text. To make a real file (a numbered PDF invoice, a .docx, an .xlsx) or to keep records between chats, it needs a tool. These servers are those tools. You connect them once.
Do I need to install anything?
No, for 46 of 58 servers. You paste one URL with a free token (30 days, 600 calls an hour). The other servers run on your computer with Node.js or a .mcpb file.
What does it cost?
Every server has a free tier with no key. Pro is $19 once for one server, or $39 once for all 49 paid servers. No subscription.

Other audiences

Claude for small businessWork orders for trades and field serviceWhat ChatGPT can do for a small businessOperations and HR in chatClaude for accountantsClaude for freelancers

All 49 paid servers: $39 once

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