Features
AI Connections let Claude, ChatGPT or another AI app that supports MCP read one of your businesses and prepare drafts, records and payments. Nothing the AI prepares is saved until you approve it in Invoice Crowd with your password, plus your authenticator code when two-factor sign-in is on.
How it works
The AI app connects with your Invoice Crowd sign-in and works with the business you pick. It can read at once. Anything it wants to create, change, send or pay becomes a request that waits on your Integrations page.
Sign in, pick a business, allow access
Open How to Connect on the Integrations page and copy the Connection Address. In Claude, add it as a custom connector; in ChatGPT, create a connector with it. Your AI app then opens Invoice Crowd's own Allow Access page, where you sign in, choose one business and allow access. Your password never goes to the AI app.
A new connection can read customers, items and documents. Change Access adds the areas you allow: draft sales documents, draft purchase documents, customers and vendors, items, expenses and incomes, time and projects, payments, and sending. Every access change asks for your password, plus your authenticator code when two-factor sign-in is on.
Reads at once, changes wait
The AI app can look up customers, vendors, items, taxes, invoices, estimates, bills, purchase orders, expenses, projects and categories, and ask for Profit and Loss, receivables ageing, a financial summary or one customer's balance. The figures come from the same reports you see in the app, and it reads only the business you approved.
The AI app can prepare draft invoices, estimates, credit notes, bills and purchase orders and edits to them, recurring invoices, proposals, customers, vendors, items, expenses, incomes, projects and their tasks, time entries, and payments received or made. Invoice Crowd checks each one with the same rules as its own screens, and nothing is saved while it waits for you.
Review, then Approve
Requests Awaiting Approval lists what your AI apps prepared, with the amount and when it expires. Review opens the request exactly as it will be saved: the lines, taxes and totals, and Now beside After Approval for an edit. Approve saves it with your password or authenticator code; Cancel Request saves nothing and tells the AI app.
With Send access, an AI app can ask to mark an invoice as sent, email an invoice, estimate, credit note or proposal to your customer's saved addresses, or email your Profit and Loss to someone such as your accountant. Each one shows the recipients, subject and message, and the email goes only when you choose Approve and Send.
Built in
What a connection can reach, how long it lasts, and what it can never do.
A connection works only with the business you chose when you allowed access. Connect again to work with another one.
Only the account owner can connect apps, approve requests and change access. Team members and portal users cannot.
Invoice Crowd does not save your AI conversations. It keeps the records you approve, and their history names the AI app.
Optionally, new draft invoices, estimates and purchase orders, customers, vendors, items and proposals save without a review. Edits, money, time and sending always wait.
A connection stays signed in while you use it. If an app goes unused for seven days, connect it again.
For AI tools that prefer a key, Create Connection Key makes one for one business. It is shown once and expires after 90 days or when you change your password.
An approved draft is saved through the same path as the invoice editor, so marking it as sent adds it to your books the usual way.
AI Connections are part of paid monthly and yearly plans. They are not available on the Free plan, during a trial or on lifetime plans.
Questions
Claude and ChatGPT, with step-by-step setup on the Integrations page, and other AI apps and coding tools that support the Model Context Protocol (MCP), such as Claude Code, Cursor, VS Code and Windsurf. Apps that sign in use Invoice Crowd's own Allow Access page; tools that prefer a key can use a connection key instead.
No. Reads answer at once, but every change the AI app prepares waits under Requests Awaiting Approval until you approve it with your password, plus your authenticator code when two-factor sign-in is on. The only exception is one you choose: Save New Drafts Without Asking lets new draft invoices, estimates and purchase orders, customers, vendors, items and proposals save straight away. Bills and credit notes, which reach your books when saved, edits, expenses, incomes, time, payments, marking as sent and emails always wait.
Only with the separate Send access, and only when you approve each email. It can ask to email an invoice, estimate, credit note or proposal to the customer's saved addresses, mark an invoice as sent, or email your Profit and Loss. The review shows the recipients, subject and message before you choose Approve and Send.
No. Invoice Crowd does not save your AI chats. It saves only the records you approve, and their history names the AI app that prepared them. Your conversation stays with your AI app, under that app's own terms.
Paid plans billed monthly or yearly. AI Connections are not available on the Free plan, during the free trial or on lifetime plans. If your plan does not include them, the Integrations page says so and links to your plans.
Up to five, connection keys included, and each works with one business. Revoke Access on the Integrations page stops an app at once. Changing your Invoice Crowd password also ends every connection.
No. The AI Assistant is a chat panel inside Invoice Crowd that runs on AI credits. AI Connections let an AI app you already use, such as Claude or ChatGPT, work with your Invoice Crowd data from that app, with every change approved in Invoice Crowd.
Connect Claude or ChatGPT from the Integrations page, choose a business and what the app may do, then review each request before it is saved.
