See the money
“Show my receivables by customer and tell me who to call first.”
Real balances from InvoicifyAI, ranked so you can act on them.
Claude custom connector
Run your business from Claude.
Connect Claude to the invoices, customers, calls, and jobs already in InvoicifyAI. Ask for the full picture, then choose what to do next.
Sign in once · No passwords shared · Scoped to your role
Your whole business, one chat
Invoices · Estimates · Customers · Pipeline · AI receptionist calls · Expenses · Appointments
Claude
InvoicifyAI connector on
Claude asks · InvoicifyAI verifies
Two minutes
Connect from inside InvoicifyAI.
Sign in, open Settings, then Integrations, and choose Claude. InvoicifyAI shows you the exact steps and the address to paste. Claude then opens InvoicifyAI so you can approve the connection.
- 01Sign in to InvoicifyAI and open Settings, then Integrations.
- 02Choose Claude and follow the steps shown.
- 03Approve the permissions when Claude opens InvoicifyAI.
Works on every Claude plan. On Team and Enterprise, an organization owner adds InvoicifyAI first. Any InvoicifyAI plan works, including the free trial.
Ready when you are
Connect Claude in about two minutes.
The exact steps for Claude are inside InvoicifyAI after you sign in, so they always match the current Claude settings. Nothing to install.
Ask for outcomes
Less app hunting. More business context.
Claude handles the conversation. InvoicifyAI supplies the authorized records, applies business rules, and verifies what was saved.
Quote faster
“Draft an estimate for the bathroom renovation using my standard rates.”
Claude uses your services and rates to create the estimate record. Sending remains a separate action.
Review a call
“Pull the transcript of my last receptionist call and list what the caller asked for.”
The saved transcript, not a guess from memory.
Log the expense
“Record a fuel expense for today under vehicle costs.”
InvoicifyAI applies your approved permissions and returns the saved expense.
No passwords to hand over
You sign in to InvoicifyAI yourself. Claude never sees your password, you see exactly what it is asking for, and you can disconnect it any time from Settings.
Only your business, only your role
Claude sees your company's records and nothing else. If you are a viewer in InvoicifyAI, Claude is a viewer too. Every change it makes is logged under your name.
Read and write access stays separate
Claude can use only the scopes you approve. Creating, sending, and recording payment remain separate permissions, so one does not silently grant another.
Questions
Before you connect
Which InvoicifyAI plan do I need?
Every InvoicifyAI plan can connect an AI assistant, including the free trial. If your subscription ends, existing connections stay listed in Settings so you can still disconnect them.
Can Claude send invoices or record payments on its own?
No. When you connect, you approve which permissions Claude can use, and creating, sending, and recording a payment are separate permissions. InvoicifyAI also tells Claude to show you a summary and get your confirmation in the chat before every send or payment. Every change is logged under your name.
What can Claude see?
Only what InvoicifyAI returns for your requests, limited to your company and your role. How your conversations are stored is covered by the privacy settings of the AI app you use.
How do I disconnect Claude?
In InvoicifyAI, open Settings, then Integrations, and choose Disconnect. Access ends right away, and changes already made stay in InvoicifyAI. Owners can also disconnect a teammate's connection.
Does my Claude organization need to approve it?
On Claude Team and Enterprise, an organization owner adds InvoicifyAI as a connector first. Each person then signs in to InvoicifyAI to approve their own access.
Get your workspace ready
Put live business context behind your next Claude conversation.
Claude is a product of Anthropic. InvoicifyAI is not affiliated with or endorsed by Anthropic. Connecting works on Claude Free, Pro, Max, Team, and Enterprise plans; on Team and Enterprise an organization owner adds it first. It works today while the directory listing is under review.