AI assistant
Your books, in a conversation
Connect an AI assistant that supports MCP, such as Claude, and work with your books in plain language. Ask who owes you money, draft an invoice, or get last quarter's profit, all with your own access rights.
Free to start. No credit card needed.
Ask, draft and report
The assistant can look up customers and documents, create drafts, record payments when you confirm, and run any report.
- "Which customers are more than 30 days overdue?"
- "Make a draft invoice for Klant N.V. for 10 hours of consulting"
- "What did we spend on fuel last quarter, compared with the one before?"
Safe by design
The assistant signs in as you and can only do what your role allows; the database checks every action. Documents are created as drafts unless you ask otherwise, and anything that can't be undone asks for your confirmation first.
Two-step verification respected
When your business requires two-step verification, an assistant has to be approved with it before it can reach your books.
Available on
Pro and Business plans.
Questions and answers
Which AI assistants work with CoreBooks?
Any assistant that can connect to MCP servers with OAuth sign-in, such as Claude. You add CoreBooks as a connector and sign in.
Can the assistant see businesses I don't belong to?
No. It only sees the businesses you can see, with the role you have in each.
Can it delete things?
Only what your role allows, and it's told to ask you before anything irreversible, such as deleting or voiding.
Related features
Keep your books properly, from today
Start on the free plan, or try every feature for 30 days. No credit card needed.