Invoicing
EasyInvoiceFlow now works in Claude
Connect EasyInvoiceFlow to Claude from the Claude directory. Ask about unpaid invoices, find customers and prepare invoice and quote drafts in chat.
EasyInvoiceFlow is now listed in the Claude connectors directory. Connect your business once, then ask Claude about your invoices, quotes and customers, or have it prepare drafts for you to check.
What you can ask
- “Which invoices are still unpaid?”
- “Find my customer Harbour Cafe and show their open invoices.”
- “Draft an invoice for Harbour Cafe using my saved item Switchboard inspection.”
Drafts are saved in EasyInvoiceFlow. You review, issue and send them from the app.
How to connect
- Open EasyInvoiceFlow in the Claude directory.
- Select Connect to Claude and sign in to EasyInvoiceFlow.
- Check the business and permissions, then select Approve.
Full steps, including ChatGPT, are in our guide to connecting an AI assistant.
What it can and cannot do
Claude can read your customers, invoices, quotes and saved items, and create customers, saved items and draft invoices and quotes. It cannot send emails, delete anything, record payments, or change your settings, users or billing. Always check customer details, prices, tax and totals before you issue a document.
Connecting is optional, and you can disconnect at any time in Account settings, Connected apps. Read our AI Assistant Policy to learn how information is shared.
