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Use cases

One request instead of four tasks.

Real jobs from finance and operations teams. Cloud Konnekt supplies the finance-system side; your assistant brings in the other tools you've connected and does the legwork.

Account management

Prepare for a client meeting

Ask on your phone on the way in, and walk in knowing what they’ve bought, what’s open and what they owe.

Without Cloud Konnekt

  1. 01Pull this year’s sales
  2. 02Check open orders
  3. 03Read the CRM notes
  4. 04Check the diary and recent emails

With Cloud Konnekt

One request. You review the result before anything goes out.

customer_get · transaction_list · sales_order_get

Your AI assistant · mobile · 3 connectors
Listening
  • iplicit · via Cloud Konnekt Waiting
  • Your CRM connector Waiting
  • Your calendar connector Waiting

Brief ready: £126,400 sales this year, two open orders and one invoice 67 days overdue (£9,870). There’s a £15k expansion at proposal stage — worth clearing the overdue invoice first.

One-page brief
Illustration with sample data, shown with iplicit; names and figures are fictional. Cloud Konnekt supplies the finance-system side. Files, mail, calendar and CRM come from connectors added to your own assistant. Scheduled tasks are a feature of your AI assistant, where it offers them.

Next on the list.

  • Planned · Business Raise purchase orders from a conversation Turn a supplier quote into a purchase order, check the PDF preview, then submit it for approval.
  • Planned · Pro Expense claims from your receipts Pick up this week’s receipts from Google Drive and draft the expense claim with them attached, then review it and submit it for approval.
  • Planned · Pro Sales orders and invoices Create a sales order or invoice from a customer email and submit it for approval.
  • Planned · Pro Build your own apps Calls for AI app builders such as Cursor, so your developers can build apps and automations around your finance system.

Try it · sample data

Every figure clicks through to the document behind it.

Ask your assistant to build a dashboard and it stays connected to your finance system. Pick a customer to see their transactions, then open the invoice or statement as a PDF.

Debtors · Demo Company Ltd
Live from iplicit · sample data

Total outstanding

£212,480

Over 60 days

£48,210

Customers with balances

6

Over 60 days, share

23%

Current £96,300 1–30 days £44,170 31–60 days £23,800 Over 60 days £48,210
Select a customer to see their transactions
Customer Current 1–30 31–60 Over 60 Total
£28,700 £14,300 £7,200 — £50,200.00
£21,600 £9,120 £5,600 £9,870.00 £46,190.00
£12,400 £6,200 £4,100 £18,640.00 £41,340.00
£19,500 £8,300 £5,000 — £32,800.00
£8,900 £3,450 — £12,355.20 £24,705.20
£5,200 £2,800 £1,900 £7,345.20 £17,245.20

Interactive example built from Cloud Konnekt tools (customer_list, transaction_list, document_pdf_get, customer_statement_pdf_get). Fictional company and figures. Dashboard features depend on your assistant.

Try it on your own finance data.

Delivered through finance-system partners, starting with iplicit. Join early access and we'll put you in touch.

Join early access