Accounting AI / AutoCount

AI FOR AUTOCOUNT

Explore your AutoCount accounts with AI.

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

AutoCount AIEXAMPLE QUESTION · READ-ONLY TOOLS

“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.

Exports, email rules and confirmed AI writes are coming next.
External MCP first · Portal chat later Scoped accounting access Confirmed writes coming soon

START WITH A REAL BUSINESS QUESTION

Less searching.
A clearer picture.

Read-only AI tools help you explore supported AutoCount data through Codex. Expanded workflows are opening in stages.

  • “Review sales, customer balances and supplier balances.
  • “Read supported trial balance, profit and loss, and balance sheet reports.
  • “Retrieve debtor and creditor statement data.

AI FOR THE WORK YOU DO EVERY DAY

Ask questions. Get reports. Take the next step.

A growing set of AI workflows for the accounting software you already use.

01

Ask a useful question.

Explore sales, receivables and payables in plain language. Supported answers come from the selected accounting instance.

AutoCount MCP available
02

Take the data with you.

Request a filtered CSV or Excel report and download a usable file, with its date range and source clearly identified.

Coming soon
03

Let the report come to you.

Describe a schedule or condition. Review the rule, then receive email notifications or report links when it runs.

Coming soon
04

Review. Confirm. Write.

See the exact proposed data and its effect on your account book. Confirm before an AI-generated operation is written.

Coming soon

Availability varies by connector. Expanded AI access is opening in stages.

Explore the AI platform

THE CONNECTION BEHIND YOUR AI

Keep your accounting software.
Add an AI connection.

Use a valid AutoCount installation and a Windows machine with access to your account book. The local connector needs outbound internet access.

Read setup prerequisites
  • Windows · .NET + AutoCount SDK
  • Native account-book operations
  • Outbound connection · no inbound port forwarding
Read the integration guide
  1. 01

    Create your connection

    Select AutoCount in Portal and follow its account-book configuration steps.

  2. 02

    Install and check

    Run the correct Windows package, then verify connector and tunnel status.

  3. 03

    Make your first query

    Test a supported read, configure your Codex MCP connection and review Portal consent for the intended book.

FOR YOUR OWN SOFTWARE

A documented AutoCount API.

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.

AutoCount route examples
/v1/autocount/ar/debtors/v1/autocount/reports/profit-loss/v1/autocount/sales/quotations

Read each operation’s method, permissions and schema in OpenAPI before calling it.

PUBLISHED API COVERAGE

Supported AutoCount modules.

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.

Master data

  • Debtor and creditor maintenance
  • Item groups, items, locations, and additional item UOMs
  • Read-only tax, credit-term, agent, project, account, area, department, currency, document-number, and company reference data

Sales / AR

  • Quotations, sales orders, delivery orders, and delivery-order invoices
  • Direct cash sales
  • AR invoices, payments, credit notes, debit notes, refunds, knock-offs, and balance queries

Purchase / AP

  • Purchase orders, goods received notes, and purchase invoices
  • AP invoices, payments, credit notes, debit notes, refunds, knock-offs, and balance queries

Inventory & GL

  • Stock balance and stock card
  • Stock receive, positive adjustment, issue, write-off, and transfer
  • Manual journal entries and cash book receipts/payments

Reporting & compliance

  • Debtor and creditor aging
  • Trial balance, profit and loss, and balance sheet
  • Debtor and creditor statements

AI ON YOUR TERMS

Start with AI. Keep control of your costs.

One AI platform, your choice of model access, and a free connection underneath.

SELF-SERVICE · FREE CORE

Core connection

Freewithin usage limits

Your bridge between local accounting and the tools you build.

  • Local middleware
  • Managed cloud gateway & ordinary API
  • Documentation & diagnostics
  • Self-installation & self-service use
Start free core access
HUMAN SERVICES · OPTIONAL

A little expert help

Let’s talkscope and quote agreed first

Hands-on help for a particular installation or integration project.

  • Assisted installation & configuration
  • Troubleshooting sessions
  • Custom integration development
  • Partner & multi-site rollouts
Discuss a 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 few practical answers

Before you connect.

Which AutoCount modules can my software connect to?

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.

Does the AutoCount connector use the native SDK?

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.

Which AutoCount financial reports can I ask AI about?

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.

How does the 60-day BYOK / external MCP platform trial work?

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.

Can I use my own AI API key?

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.

Will AI change my accounting data automatically?

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.

What is free?

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.

Do I need to keep my accounting computer online?

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.

Is human support included?

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.

AI EARLY ACCESS

Bring AI to your AutoCount workflow.

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.

60-day customer-funded AI platform trial

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.

Your account book stays in control

Current AI tools read data. Future write workflows show the data and impact, and ask for confirmation before executing.

Free core, self-service

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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