Bizflow
Bizflow AI

Your finance data, ready to talk.

Bizflow AI connects Claude to your live Bizflow data through MCP. Ask about spend, bills, projects, and invoices in plain English, then ask Claude to raise the request, approve it, or send the invoice.

Get started Book a demo

How it works

Not another dashboard. A conversation with your books.

MCP (Model Context Protocol) is an open standard that lets an AI assistant use another system's tools. The Bizflow MCP server gives Claude a set of Bizflow tools, so its answers come from your records, not from guesswork.

Your assistantClaudeYou ask in plain English, or ask it to do something.
Bizflow MCP serverBizflow toolsTells Claude what Bizflow can look up and do, and runs it with your company's key.
Your companyLive Bizflow dataRequests, POs, bills, invoices, projects, and budgets, as they are right now.
  • Connect onceInstall the Bizflow extension in Claude Desktop and paste your company's API key. No coding.
  • Live records, not exportsEvery answer is looked up in Bizflow when you ask, so it matches what your team sees in the app.
  • Answers you can checkClaude shows which Bizflow tools it used, so you can see where each number came from.
Bizflow AI · connects Claude through MCP

Ask it anything about the money.

Ask the question the way you'd ask your accountant. Claude looks it up in Bizflow, shows you which records it used, and you can ask the follow-up straight away.

How Bizflow AI works
Bizflow AI Connected to Claude

Which supplier bills are due this week?

Claude read from Bizflow · Bills · Projects

5 bills, KES 684,200, due by Friday. One is on a project line that is nearly used up.

  1. Gypsum World LtdWed · Westlands partitions line, 98% usedKES 123,160
  2. Soundwave ProductionsThu · SUV launchKES 186,000
  3. Fibre Supplies EAFri · Ruiru rolloutKES 243,250

Ask and act

Then ask it to do the work.

Bizflow AI doesn't stop at answers. Ask Claude to raise a request, approve one, turn a quotation into a project, or send an invoice. Claude shows which Bizflow tool it wants to use before it runs.

Raise a petty cash request: KES 6,500 for fuel, Ruiru rollout.

Claude wants to use Bizflow

Create petty cash request · createPettyCash

Allow onceDeny
PC-0431 · Fuel for site visitsWaiting for approval
Amount
KES 6,500
Project
Ruiru rollout
Pay to
J. Otieno · M-PESA

The request appears in Bizflow straight away and goes to the approver like any other.

What it covers

Thirteen areas of Bizflow, one chat.

Bizflow AI reaches the parts of Bizflow your team works in every day. Claude can look things up across all of them, and act where you ask it to.

  • Petty cash

    Ask Spend by person and project, unaccounted cash

    Do Raise, edit, approve, or cancel requests

  • Expenses

    Ask Spend by category, department, person, or month

    Do Add claims and approve or reject them

  • Requisitions

    Ask Open requests, budget status, approval history

    Do Raise, submit, approve, or comment

  • Supplier quotes

    Ask Compare quotes on a request

    Do Pick the winner and turn it into a PO

  • Purchase orders

    Ask Open POs and what's still to be delivered

    Do Create, approve, send to the supplier, receive goods

  • Bills

    Ask What's due, what's paid, bill history

    Do Add bills and record payments

  • Suppliers

    Ask Supplier details and groups

    Do Add or update suppliers

  • Customers

    Ask Customer details and history

    Do Add or update customers

  • Invoices

    Ask Unpaid invoices and recurring invoices

    Do Create, send, and match payments

  • Sales quotations

    Ask Open quotations and their revisions

    Do Create, approve, revise, convert to a project

  • Projects

    Ask Budget, spend, and margin per project

    Do Request change orders and supplementary budgets

  • Budgets and people

    Ask Active budgets and who holds them

    Do Add budgets and employees

  • Briefs

    Ask Briefs, their status, and task progress

    Do Log briefs, update status, tick off tasks

Answers and actions for every role.

  • Finance leads

    See the position without asking the team for another report.

    • “What do we owe suppliers this month, and to whom?”
    • “Which projects have the lowest margin this quarter?”
  • Accounts

    Find the detail behind a number, and record the routine work.

    • “Which invoices are unpaid after 30 days?”
    • “Record the payment for BILL-912 from the bank.”
  • Procurement

    Keep track of quotes, orders, and deliveries without digging.

    • “Which POs are still waiting for delivery?”
    • “Compare the quotes on REQ-1214.”
  • Project managers and producers

    Know what's left in the budget before committing more.

    • “How much is left on the SUV launch branding line?”
    • “Request a KES 30,000 supplementary budget for 6 extra banners.”
  • Approvers and directors

    Clear the queue from a chat, with the context in front of you.

    • “What's waiting for my approval, oldest first?”
    • “Approve REQ-1205.”
  • Teams in the field

    Ask for money and check its status without opening another app.

    • “Raise a petty cash request for KES 6,500 fuel.”
    • “Has my last request been paid?”

Set up

Connect once, ask any time.

  1. 1Generate an API key in BizflowIn Bizflow, go to Settings and generate an API key for your company.
  2. 2Add the Bizflow extension to Claude DesktopInstall the extension and paste your key when it asks. No coding.
  3. 3Start askingOpen a chat in Claude and ask about your Bizflow data, or ask it to raise a request.
Set up Bizflow AI

Staying in control

  • Connected with your company's keyClaude reaches Bizflow only through the API key you generate. Treat it like a password, and share it only with people who should see your company's data.
  • Your company's data onlyEvery call is tied to your company. A call that isn't is refused.
  • Sensitive details kept out of logsBizflow logs which tool ran and when, not what you asked or what came back. Phone numbers, KRA PINs, and bank details are masked.
  • You see every actionClaude shows each Bizflow tool before it uses it, and asks before running one you haven't allowed. Everything it creates or changes appears in Bizflow straight away.

Frequently asked questions

What is MCP?

MCP (Model Context Protocol) is an open standard that lets an AI assistant use tools from other systems. The Bizflow MCP server gives Claude a set of Bizflow tools, so it can look up your records and act on them when you ask.

Which AI assistants does it work with?

Claude, through the Bizflow extension for Claude Desktop.

Is this the same as an integration?

No. Integrations move data between systems on a fixed schedule. Bizflow AI lets you ask questions, explore your data, build reports, and take actions in a conversation.

Can Claude change things in Bizflow?

Yes, when you ask it to. Claude can raise and approve requests, create purchase orders, convert quotations to projects, record bill payments, and send invoices. It shows which Bizflow tool it wants to use before running it, and asks before using one you haven't allowed.

Can it move money?

No. Claude can record a payment against a bill, but it cannot send money from your Wallet or bank.

Who can see what?

The API key works for your whole company, so anyone using it can reach your company's Bizflow data through Claude. Give it only to people who should have that access.

Why are the answers more reliable than a general AI chat?

Claude looks up your records in Bizflow when you ask, instead of guessing. It shows which Bizflow tools it used, so you can check where each answer came from.

Do I need technical skills?

No. Generate a key in Bizflow, add the extension to Claude Desktop, and start asking in plain English.

Which plans include Bizflow AI?

Every plan, from Starter to Enterprise.

Ask more of your finance data.

See Bizflow AI on your own data: ask questions, build reports, and get the work done in Claude.

Get started Book a demo