Ask a useful question.
Explore sales, receivables and payables in plain language. Supported answers come from the selected accounting instance.
AutoCount MCP availableAI FOR SQL ACCOUNTING
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
“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.
START WITH A REAL BUSINESS QUESTION
The planned read-only AI tools will help you explore supported SQL Accounting data. 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 SQL Accounting installation and a Windows machine with access to your account book. The local connector needs outbound internet access.
Read setup prerequisitesSelect SQL Accounting in Portal and follow its account-book configuration steps.
Run the correct Windows package, then verify connector and tunnel status.
Test a supported API read. SQL AI activation follows in its own rollout.
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/sqlacc/reference-data/customers/v1/sqlacc/ar/invoices/v1/sqlacc/ar/statementRead each operation’s method, permissions and schema in OpenAPI before calling it.
PUBLISHED API COVERAGE
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.
AI ON YOUR TERMS
One AI platform, your choice of model access, and a free connection underneath.
SQL Accounting AI access is planned for a separate rollout. 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.
Explore supported questions, model choices and upcoming workflows.
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 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.
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.
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.
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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