Invoist + Claude
Ask Claude about your invoices
Connect Invoist to Claude, then ask in plain words: what you spent with a supplier, which invoices need checking, or where last month's power bill is.
- claude.ai and the Claude app
- Included in every Invoist plan
3 days free · Cancel anytime
AI assistant
What you get
Answers from your invoices
Claude answers from the invoices in your Invoist account, so you can check its source.
Approved by you
You approve the connection on an Invoist page, and can disconnect it at any time.
It can't delete or send
Claude can read your invoices. It can't delete them, send them anywhere or move money.
What you can ask Claude
Claude
Invoist connected- How much did we spend with Northwind Paper this quarter?
- Which invoices are waiting for someone to check them?
- Find the invoice from City Power in March.
- How many invoices did we receive this month?
Set up Invoist with Claude
Invoist's address, the one thing Claude needs
- 1
In Claude, open Settings, then Connectors, and choose Add custom connector.
- 2
Name it Invoist and paste Invoist's address, shown above.
- 3
Choose Connect. Claude opens Invoist so you can approve it, then you're back in Claude.
- 4
Start a chat and ask something, for example: what do we still have to pay this month?
Good to know
- You approve it in Invoist
- The assistant opens an Invoist page where you see what it's asking to do, and you approve it. No password is shared with the assistant.
- What it can change
- Only one thing, and only if you allow it: marking an invoice Invoist held for a second look, such as one with new bank details, as checked.
- Disconnect at any time
- In Invoist, open Settings, then AI assistants, to see every connected assistant and disconnect any of them.
- Don't see Add custom connector?
- Custom connectors depend on your Claude plan. If the option isn't there, check Claude's help pages for your plan.
More ways to connect Invoist
All integrationsTry it on a real invoice.
3 days free · Cancel anytime