AccountFUN

AI-assisted accounting

Less busywork.
More possibility.

Turn “I need to sort the books” into a conversation. Connect your AI assistant to AccountFUN to draft documents, find answers and make sense of your numbers.

Explore the possibilities Connect your assistant →

Your assistant. Your books. The access you choose.

FROM CONVERSATION TO ACCOUNTING Example
You

“Turn this receipt into a draft bill.”

PAPER & PINEOffice supplies · Receipt
NotebooksHK$48.00
Printer paperHK$72.00
TotalHK$120.00
Shared in your AI chat
AccountFUNDraft
BILL · PAPER & PINEHK$120.00
Supplier
Matched
Line items
Prepared
Original receipt
Attach via link
Ready for your review

“The draft is ready. Check the details, then attach the original receipt using the upload link.”

AI prepares the draft. You review it before approval.

Work in natural languageAsk for the outcome you need

Connected to your recordsCustomers, documents and reports

API & MCP on all three plansCompare plans →

A few words. A useful next step.

See what a conversation can do.

Explore three everyday tasks. These illustrative examples show how your assistant can work with AccountFUN.

From receipt to draft

Example
You

Draft a bill from this receipt. Find the supplier and leave it ready for me to review.

Your connected assistant

I matched Paper & Pine and prepared a draft with two line items. Review the account and tax treatment, then attach the receipt with the upload link.

ACCOUNTFUN / BILL

Paper & Pine

Draft · Review needed
Draft bill line items, in HKD
DescriptionSuggested accountAmount
NotebooksOffice suppliesHK$48.00
Printer paperOffice suppliesHK$72.00
Draft total · HKDHK$120.00
Next: review details and attach the original receipt

A draft you can check, without retyping every line.

Access used: Contact lookup + bill drafting

From chasing to clarity

Example
You

Which customer invoices are overdue? Show me the oldest ones and what’s still outstanding.

Your connected assistant

Here are three overdue invoices, ordered by due date. Northstar Studio has the oldest balance. Check each invoice and its payment history before following up.

ACCOUNTFUN / RECEIVABLES

A clearer follow-up list

Read only
Illustrative overdue invoices, in HKD
Customer / invoiceOverdueOutstanding
Northstar StudioINV-104232 daysHK$2,400.00
Fieldwork Co.INV-105718 daysHK$1,800.00
Sunday GoodsINV-10637 daysHK$650.00
Outstanding · HKDHK$4,850.00

A focused follow-up list, grounded in your records.

Access used: Invoice lookup + receivables reporting

From numbers to insight

Example
You

Compare this month’s profit and loss with last month. What changed in revenue and expenses?

Your connected assistant

Revenue rose by HK$6,000.00 and expenses rose by HK$2,000.00. Net profit increased by HK$4,000.00. Review the expense lines to understand what drove the change.

ACCOUNTFUN / PROFIT & LOSS

The change, at a glance

Read only
Last monthThis month

Illustrative figures in HKD · Compare the same reporting basis and periods.

A clearer starting point for your next business decision.

Access used: Read-only financial reports

Familiar conversation. Connected accounting.

Bring your assistant into the loop.

MCP is the connection between your AI assistant and AccountFUN. You work in your assistant’s chat; it uses the accounting tools you’ve allowed.

  1. 01 / YOUR ASSISTANT

    Start with a request

    Ask a question or share a receipt in a compatible AI assistant.

  2. 02 / YOUR CONNECTION

    You choose the access

    Sign in, choose your organization and approve the permissions.

    MCP + OAuth
  3. 03 / YOUR ACCOUNTING

    Make real progress

    Read records, prepare drafts and retrieve reports in AccountFUN.

Changes are attributed to you and the connected application in the audit trail.

Find the setup steps for your assistant →

Your assistant must support remote MCP and OAuth. Connector availability depends on its plan.

Helpful by design. Permission by permission.

Give AI a task.
Keep control of the books.

Start with reading records and preparing drafts. Approval and money actions have their own opt-in access, and your AccountFUN role still sets the limit.

Understand the permissions →

A connection you control

Illustrative access choices

Read records & reportsWithin the access you grant
Allow
Prepare draft documentsCreating a bill doesn’t approve it
Allow
Approve, post or move moneySeparate opt-in access + role permission
Opt-in

Disconnect the grant whenever you no longer need it. Authorized money actions can post immediately.

Good to know

A little clarity
before you connect.

Is my accounting data safe and private when I connect AI?

You choose the organization and permissions when connecting. The assistant can only access records and perform actions allowed by both your grant and your AccountFUN role. Approval and money actions require separate opt-in access, and changes are recorded in the audit trail.

Data returned to your assistant is shared with its provider. Check that provider’s privacy, retention and model-training settings before connecting or sharing sensitive documents. You can revoke the connection to stop future access, but this does not remove data already shared. AccountFUN does not use customer data for general-purpose model training. Read our Privacy Policy and security overview for more details.

Is there an AI chatbot inside AccountFUN?

This workflow uses a compatible external AI assistant connected to AccountFUN’s remote MCP server. You chat in your assistant and review the accounting records in AccountFUN.

Can AI read the receipts in my AccountFUN files?

No. MCP tools do not open files stored in AccountFUN. Share a receipt in your assistant’s chat for it to read. After a draft is created, use the short-lived upload link to attach the original to AccountFUN. These are separate steps.

Will it approve bills or make payments on its own?

Bill and invoice creation produces drafts. Approval and money-moving tools need separate opt-in access and your role’s permission. Authorized money actions can post immediately, so choose your access carefully. Review the draft, amounts, accounts and tax treatment before approval.

What should I check in an AI-generated result?

Check extracted receipt details, supplier matches, account coding, tax treatment and report periods. AI can make mistakes. Use the underlying AccountFUN documents and reports to verify its work.

Do I need a separate AccountFUN plan?

API and MCP connections are included in both AccountFUN plans. Your assistant may require its own paid plan for custom connectors. Follow the setup guide for current client-specific requirements.

From possibility to your first prompt

Ready to make the connection?

Connect your assistant

Follow the setup steps for your MCP-compatible assistant.

Explore tools & permissions

See the available accounting tools, scopes and audit behavior.

Build your own integration

Work with the same accounting records through the REST API.

Already connected? Get troubleshooting help →

Everything included. Room to grow.

Make your books feel like yours.

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