Accounting AI / SQL Accounting

AI FOR SQL ACCOUNTING

Understand your SQL Accounting data with AI.

Ask about sales and outstanding balances in plain language. The first planned AI rollout uses a compatible MCP client, with Portal AI planned for a later stage.

SQL read-only MCP rollout planned · Portal BYOK later · 60-day platform trial on availability

SQL Accounting AIEXAMPLE QUESTION · READ-ONLY TOOLS

“Summarise invoice sales for a date range.”

When SQL AI access opens, select an account book and ask through a compatible MCP 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.

The planned read-only AI tools will help you explore supported SQL Accounting data. Expanded workflows are opening in stages.

  • “Summarise invoice sales for a date range.
  • “Find the customers with the largest outstanding balances.
  • “Read a customer statement or rank outstanding suppliers.

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 SQL Accounting installation and a Windows machine with access to your account book. The local connector needs outbound internet access.

Read setup prerequisites
  • Windows · .NET + COM BizObjects
  • A dedicated API for your accounting instance
  • Outbound connection · no inbound port forwarding
Read the integration guide
  1. 01

    Create your connection

    Select SQL Accounting 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 API read. SQL AI activation follows in its own rollout.

FOR YOUR OWN SOFTWARE

A documented SQL Accounting 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.

SQL Accounting route examples
/v1/sqlacc/reference-data/customers/v1/sqlacc/ar/invoices/v1/sqlacc/ar/statement

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

PUBLISHED API COVERAGE

Supported SQL Accounting modules.

The public SQL Accounting V2 API is read-only. These documented queries have their own filters and limits; SQL AI summaries are planned through a separate curated tool set.

Reference data

  • Customer lookup and bounded customer pages

Sales compliance

  • E-invoice status queries

Accounts receivable

  • Customer statements and invoice pages

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 SQL Accounting API operations are available today?

The public SQL Accounting V2 gateway supports read-only customer lookup, AR invoice queries, e-invoice status queries and customer statements. Each operation has its own documented filters and limits. SQL AI summaries are planned through a separate curated read-only tool set.

Where does the SQL Accounting middleware run?

Install the .NET connector on a Windows machine with a valid SQL Accounting installation and access to its COM BizObjects components and company database. The connector uses an outbound tunnel; inbound port forwarding, a static IP and a VPN are not required.

Can I write invoices through the SQL Accounting API or AI?

The current public SQL Accounting V2 API is read-only. SQL AI access is planned; additional write operations need separate implementation and verification. Upcoming AI write flows will show the proposed data and impact and require confirmation before execution.

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 SQL Accounting 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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