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How it works

Your assistant asks. Your finance system answers. You stay in control.

Cloud Konnekt is a control gateway between your AI assistant and your finance system. It turns the API's many calls into a short list of actions AI understands — the same actions whichever supported system you run — checks who is asking, and passes the answer straight back.

Your AI assistant

Bring your own bot: Claude, ChatGPT, Grok…

Understands the question, chooses which Cloud Konnekt tools to call and writes the answer.

MCP connection

Cloud Konnekt

We let your finance system speak AI

Turns dozens of API calls into a few clear actions. You control who connects and what they can call. The data returned isn’t stored.

Finance system API

Your finance system

Your ledger. Your data.

Remains the single source of truth. Answers reflect what's in it at the moment you ask.

Follow one question through.

“Which customers have invoices more than 60 days overdue?” Select a step to see what happens.

You ask in plain English

The question goes to your AI assistant exactly as you typed it. Cloud Konnekt is one of the connectors it can use to help answer the question.

user › Which customers have invoices more than
       60 days overdue? Total it up.

Simplified illustration with sample data.

What the assistant can reach today.

Read access in early access. Tool names shown for technical buyers.

Customers

Find customers, view account details and produce customer statements as PDFs.

customer_list · customer_get · customer_statement_pdf_get

Contacts & activity

Look up contacts and recent activity against accounts.

contact_list · contact_get · activity_list

Suppliers

Find suppliers and produce supplier reconciliations as PDFs.

supplier_list · supplier_get · supplier_reconciliation_pdf_get

Sales orders

Open a sales order and see the order types in use.

sales_order_get · sales_order_type_list

Purchase orders

Open a purchase order and see the order types in use.

purchase_order_get · purchase_order_type_list

Projects

List projects and view a project’s details.

project_list · project_get

Transactions

Search posted transactions by date, account, amount and more.

transaction_list

Products

List products and view product details.

product_list · product_get

Documents

Fetch documents as PDFs and retrieve attachments.

document_pdf_get · attachment_list · attachment_get

Coming next Released when ready and dependable
  • KPIs and dashboard feedsMore endpoints focused on dashboard and KPI creation.
  • TransactionsDraft, edit and submit transactions.
  • Builder supportWorks smoothly with AI app builders like Cursor and OpenAI's tools (Pro).

What you need, and what onboarding covers.

You'll need

  • A supported finance system, live or sandbox — iplicit today, with Sage Intacct, Access Financials and Aqilla next (supported systems)
  • Your own bot: Claude, ChatGPT, Grok or another assistant that supports MCP connectors — connect once and use it on any device
  • A Cloud Konnekt plan for your organisation

Onboarding covers

  • Connection setup to your finance system
  • Access configuration for named users
  • Testing the supported tools against your data
  • A handover to your team

Before you connect

Connecting an AI service allows it to request and receive business information within your configured access permissions. Confirm that your organisation has approved the service and its data-handling arrangements before connecting. AI & data privacy →

Use it against your own finance data.

Join early access