Finance & Accounting · Altoviz + Claude
Altoviz MCP with Claude: Faster Invoicing and Billing Admin
The short answer
Claude works with Altoviz through the Model Context Protocol, an open standard that acts as a secure adapter between the two. Once connected with an API key, Claude can read billing records and carry out approved tasks such as generating invoices, tracking payments and managing billing documents, all through plain-language instructions.
What is Altoviz?
Altoviz is a cloud-based billing and invoicing platform for businesses. It helps companies send invoices, accept online payments, track expenses and manage customisable invoice templates from one place. Finance teams, accounts receivable staff, small business owners and operations managers typically use it to keep billing organised and payments moving without manual paperwork.
How Claude connects to Altoviz through MCP
The Model Context Protocol, or MCP, is an open standard that lets Claude securely use other software. Think of it as a universal adapter: it gives Claude a controlled way to read information from a tool and take actions in it. Altoviz offers its own MCP server, and a direct API is also available, so the connection can be set up in the way that suits your systems best.
Once connected, Claude can work with Altoviz using everyday language. For example, a staff member could ask for a draft invoice for a client, check which invoices are still unpaid, or pull together expense records for a given month. Claude can read billing data and, where you allow it, create or update documents in Altoviz on your behalf.
Permissions and approvals keep people in charge. Access is granted using the API key, and we set it up with least-privilege access so Claude only sees and does what your team needs. Consequential actions, such as issuing an invoice to a customer or recording a payment, can require a person to review and approve them first. Every action is logged so you can see who asked for what.
What you can automate
Drafting invoices from plain instructions
A account manager finishes a project and asks Claude to draft an invoice for the client using the agreed rates and milestones. Claude prepares the invoice in Altoviz, and the finance lead reviews it before it is sent. This saves time on repetitive data entry and reduces typing errors in amounts and client details.
Chasing overdue payments
Each morning, a credit controller asks Claude which invoices are overdue and by how many days. Claude lists the outstanding items, grouped by customer. The team can then prepare reminders quickly, giving collections staff a clear starting point rather than hunting through reports.
Tracking business expenses
An operations manager asks Claude to summarise expenses logged in Altoviz for the last quarter, grouped by category or department. This makes month-end reviews faster and helps spot unusual spending early, so the finance team spends less time gathering figures and more time analysing them.
Managing billing documents
When a customer asks for a copy of a past invoice or a statement, support staff can ask Claude to locate and retrieve the right billing document. This shortens response times for customer queries and keeps the billing record in one trusted system instead of scattered files.
Reconciling payments with accounts
A bookkeeper asks Claude to match recent payments received in Altoviz against open invoices and flag any mismatches. Claude highlights differences for a person to check, so reconciliation becomes a review task rather than a manual search through records.
An end-to-end workflow: Month-end billing and cash follow-up
TriggerThe first working day of each month, or when a finance lead asks for the monthly billing review.
Claude pulls all invoices issued in Altoviz during the previous month and summarises totals by customer.
Claude identifies invoices that remain unpaid past their due date and lists them by age.
Claude checks the summary against confirmed project completions held in the company's project management or ERP system to catch any work not yet invoiced.
Claude drafts a reminder list and suggested follow-up messages for the credit team.
A finance manager reviews the list and approves which reminders and new invoices should go out.
Approved invoices are issued in Altoviz and the outcome is logged for the monthly close.
OutcomeFinance teams typically spend less time preparing the month-end billing review, catch uninvoiced work sooner, and follow up on overdue payments more consistently, with a person approving every outgoing action.
How we set it up
Free automation audit
We start with a no-cost review of your invoicing, payment and expense workflows to find the tasks where Claude can save the most time with Altoviz.
Secure connection
We connect Claude to Altoviz using the API key sign-in method, through the Altoviz MCP server or the direct API, with least-privilege access so only the required permissions are granted.
Workflow design
We design the end-to-end process across Altoviz and your other systems such as Microsoft 365, your CRM or ERP, with clear points where people review and approve.
Testing with real cases
We test the workflow against past invoices, payments and expense records to confirm accuracy before anything goes live.
Launch, monitoring and training
We launch with audit logs and monitoring in place, then train your finance and operations teams so they can use Claude with confidence.
Who benefits
- Finance director
- Gains a clearer view of billing, cash flow and expenses without waiting for manual reports.
- Accounts receivable or credit controller
- Spends less time searching for overdue invoices and more time following up with customers.
- Operations manager
- Can check expense and billing status quickly during reviews and planning.
- Small business owner
- Handles invoicing and payment tracking with less administrative effort.
Security and control
- Access is granted with an API key and least-privilege permissions, so Claude sees only what it needs.
- Invoices, payments and other consequential actions can require human approval before they take effect.
- Every action taken through Claude is logged with an audit trail for review.
- Sensitive billing and customer data is handled in line with your internal policies and the rules that apply to your organisation.
- Access can be revoked at any time by rotating or disabling the API key.
For teams in the US, UK, India and the Middle East
Organisations in the United States and the United Kingdom can have Altoviz connected to Claude in a way that supports their internal controls and data handling expectations. Businesses in India must consider the Digital Personal Data Protection Act, 2023, when handling customer records, and we design workflows around it. Companies in the Middle East, including the UAE and Saudi Arabia, must meet local data protection laws, and we take these into account. We choose the Claude hosting region, whether India, the United States, the United Kingdom or the European Union, to match your requirements.
Learn more about Claude and MCP
Anthropic's AI model and assistant.
Secure links between Claude and business tools.
How engineers build and change software with Claude.
Hosted agents that run multi-step work.
The open standard Claude uses to connect to tools.
Frequently asked questions
What does the Altoviz MCP server do?
The Altoviz MCP server acts as a secure bridge between Claude and your Altoviz account. It lets Claude read billing information and carry out permitted tasks, such as preparing invoices or retrieving billing documents, using natural language. It can be used alongside or instead of the direct API, depending on what suits your systems.
Is connecting Claude to Altoviz secure?
Security depends on how the connection is configured. We use an API key with least-privilege access, so Claude only has the permissions your team needs. Consequential actions can require human approval, and activity is logged for audit. We also review the setup against your internal security and data protection requirements before launch.
What can Claude do with Altoviz once connected?
Typically, Claude can draft and generate invoices, process payments where permitted, track expenses, and manage billing documents. Users give instructions in plain language, such as asking for unpaid invoices or a summary of last month's expenses. The exact actions available depend on the permissions you grant.
How long does setup take?
Timelines vary with the complexity of your workflows and the number of other systems involved. A focused connection with a few workflows is often quicker than a full end-to-end process spanning several tools. We confirm the timeline during the free automation audit, once we understand your needs.
What access do we need to provide?
Generally, you need an Altoviz account with permission to generate an API key and the access level your chosen workflows require. We will confirm the exact requirements for your plan and permissions during the audit, so you know what to prepare before setup begins.