Overview
Connect your EasyInvoiceFlow business to Claude to review customer, invoice, quote and saved-item information without leaving the chat. What you can do: - Get a business overview or a money summary of issued, outstanding and overdue amounts. - Find a customer and see their open invoices. - List and open invoices and quotes, including their lines. - Create customers and reusable saved items (products and services). - Prepare invoice and quote drafts, using saved items for the lines. Drafts are saved in EasyInvoiceFlow, where you review, issue and send them. The connection cannot send emails, delete records, record payments, or change settings, users or billing. Customer business IDs are shared only when you ask, and are limited to ABN, ACN and NZBN. You need an EasyInvoiceFlow account with your business setup finished. You choose which business to connect and can disconnect at any time in Account settings, Connected apps.
