Ask a useful question.
Explore sales, receivables and payables in plain language. Supported answers come from the selected accounting instance.
AutoCount MCP availableAI FOR AUTOCOUNT
Ask Codex about sales, customer and supplier balances, and supported financial reports from your connected AutoCount book. Read-only MCP access is available now; Portal AI follows later.
Read-only MCP available through Codex · 60-day platform-fee trial · Portal BYOK later
“Review sales, customer balances and supplier balances.”
Connect your AutoCount book in Portal, authorize read access and ask through your Codex client. Portal chat follows in a later phase.
START WITH A REAL BUSINESS QUESTION
Read-only AI tools help you explore supported AutoCount data through Codex. Expanded workflows are opening in stages.
AI FOR THE WORK YOU DO EVERY DAY
A growing set of AI workflows for the accounting software you already use.
Explore sales, receivables and payables in plain language. Supported answers come from the selected accounting instance.
AutoCount MCP availableRequest a filtered CSV or Excel report and download a usable file, with its date range and source clearly identified.
Coming soonDescribe a schedule or condition. Review the rule, then receive email notifications or report links when it runs.
Coming soonSee the exact proposed data and its effect on your account book. Confirm before an AI-generated operation is written.
Coming soonAvailability varies by connector. Expanded AI access is opening in stages.
Explore the AI platformTHE CONNECTION BEHIND YOUR AI
Use a valid AutoCount installation and a Windows machine with access to your account book. The local connector needs outbound internet access.
Read setup prerequisitesSelect AutoCount in Portal and follow its account-book configuration steps.
Run the correct Windows package, then verify connector and tunnel status.
Test a supported read, configure your Codex MCP connection and review Portal consent for the intended book.
FOR YOUR OWN SOFTWARE
Keep product-specific accounting semantics. Build against explicit request and response contracts, with each connection scoped to its own installation.
Self-service middleware, cloud gateway and ordinary API access are free within Portal usage limits. Existing contract allowances remain in effect. Hands-on service is quoted separately.
/v1/autocount/ar/debtors/v1/autocount/reports/profit-loss/v1/autocount/sales/quotationsRead each operation’s method, permissions and schema in OpenAPI before calling it.
PUBLISHED API COVERAGE
These are the documented API modules for your own software. AI uses a curated read-only subset; write methods in the API are not yet AI write tools.
AI ON YOUR TERMS
One AI platform, your choice of model access, and a free connection underneath.
Start read-only AutoCount queries through your own Codex client. Eligible customer-funded AI access has a 60-day platform-fee trial; Portal BYOK follows later. AcctBridge-provided model access, if offered, is paid from first use. Platform pricing will be announced before the paid period.
Your bridge between local accounting and the tools you build.
Hands-on help for a particular installation or integration project.
AutoCount read-only MCP is available through your own Codex client. SQL Accounting and Claude Code query verification follow separately. Portal BYOK, exports, email rules and confirmed AI writes follow in later stages.
Model-provider or external-client charges are separate, including during the AI platform trial. Accounting software licences are not included. Usage limits are shown in Portal; existing contract allowances remain in effect. Paid terms are disclosed before purchase; registration does not start a subscription.
A self-service product needs a good guide
Start with the published guides. Detailed screenshots and recordings will accompany each new AI workflow as it opens.
Use real Portal screenshots and a short recording to review invoice-read permissions, choose an AutoCount book and revoke an AI client authorization.
Read the guideStart with the installation prerequisites and connection checks.
Read the guideRead practical setup, diagnostics and security articles.
Read the guideA few practical answers
The active AutoCount .NET API includes documented master data, sales and AR, purchase and AP, inventory, GL and financial-report operations. Read and write availability varies by operation; use the published OpenAPI contract. The curated AI/MCP tools are currently read-only.
Yes. The Windows .NET connector uses AutoCount SDK business objects for the selected account book. It needs a valid AutoCount installation, the required vendor permissions and outbound internet access. A native API operation does not automatically become an AI tool.
The read-only tool set includes supported vendor-generated trial balance, profit and loss, balance sheet, debtor and creditor aging, and statement data. Available inputs follow each tool contract. Downloadable report exports and scheduled email delivery are coming separately.
AutoCount read-only MCP is available through your own Codex client; Portal BYOK follows later. Eligible customer-funded AI access receives a 60-day AcctBridge platform-fee trial, starting with your Workspace’s first successful connected AI operation. Afterwards, continued AI platform use requires a paid subscription; prices will be announced before the paid period. Your model provider or AI client may charge you separately from day one. AcctBridge-provided model access is not part of the trial and, if offered, requires payment from first use. Registration alone does not start the trial or a paid subscription. Free core access remains separate.
Portal Bring Your Own Key (BYOK) is planned after the first external-MCP rollout. You will be able to connect a supported model-provider key and pay that provider directly when Portal BYOK opens. AcctBridge platform fees are separate. External MCP clients use their own model access and do not need a model key stored in AcctBridge.
Current AI tools are read-only. The upcoming write workflow will show the proposed data, destination and effect before asking you to confirm. The accounting write runs only after confirmation; edited data requires a new confirmation.
The self-service plan includes the AcctBridge middleware, managed cloud gateway and ordinary API access within the usage limits shown in Portal. Installation and day-to-day use are self-service. Existing contract allowances remain in effect. SQL Accounting or AutoCount software licences and any required vendor permissions are separate. AI platform fees and paid human services do not replace this free core access.
Yes. Live queries and scheduled checks need the Windows connector, accounting software and internet connection to be available. An offline connection cannot produce a fresh report; it must not be interpreted as an empty result.
The free plan is self-service, supported by documentation and diagnostics. Hands-on installation, configuration, troubleshooting and custom integration are separately scoped and quoted. Product defects and security concerns can still be reported.
Tell us which upcoming AI workflow you want and which accounting software you use. We will confirm its availability and terms before activation. No payment is taken here.
Use your own AI client through MCP first; Portal BYOK follows later. Provider fees are separate; AcctBridge-provided model access is paid from first use if offered. A paid platform subscription follows the trial.
Current AI tools read data. Future write workflows show the data and impact, and ask for confirmation before executing.
Middleware, cloud gateway and ordinary API access are free within the limits shown in Portal. Installation and use are self-service.
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