Billy Integration
Available nowConnect your Billy account to Claude or ChatGPT and manage your entire bookkeeping through natural conversation. Query invoices, create contacts, check balances, and more — all without leaving your AI assistant.
Features
Contacts Management
List, search, create, and update customers and suppliers.
Invoice Management
View invoices, check payment status, and get overdue alerts.
Product Catalog
Browse and manage your product and service catalog.
Chart of Accounts
Access your account structure and balances.
Organization Info
View company details, settings, and fiscal year.
Bank Payments
Track bank payments and transactions.
Example Questions
Show my unpaid invoices
Who are my top 5 customers?
What bills are due this week?
Create a new contact for Acme Inc
What was my revenue last month?
List all products under 500 DKK
How to Connect
Get your Billy API token from your Billy account settings and connect it through your Bookkeeping CLI dashboard.
1
Sign in to your Bookkeeping CLI dashboard
2
Go to Connections and click Connect on Billy
3
Enter your Billy API token
4
Follow the Claude Desktop setup guide to start chatting