Overview
Essentio is invoicing software for small businesses in Europe. Connect it to Claude and work with your books in plain language, for the one Business you choose when connecting and within your Role there. - Clients and Products: find, create and update them. - Documents: draft Invoices, Proforma Invoices, Credit Notes and Quotes, check them, then issue and send them to the Client. Convert a Proforma, cancel a document, or delete a Draft. - Payments: record, amend and reverse Payments against a document. Recording a Payment moves no money: it only notes one you already received. - Reports: read the month's reported VAT and income from Essentio's own figures. Every amount is exact to the cent in its currency. A refused action says why in plain words, for example an Invoice that is already issued, or a plan limit. Nothing is sent to a Client without an explicit send.
Tools
essentio_cancel_document
Claudeessentio_convert_proforma
Claudeessentio_create_client
Claudeessentio_create_draft
Claudeessentio_create_product
Claudeessentio_delete_draft
Claudeessentio_get_business_setup
Claudeessentio_get_client
Claudeessentio_get_document
Claudeessentio_get_report
Claudeessentio_issue_document
Claudeessentio_record_payment
Claudeessentio_reverse_payment
Claudeessentio_search_clients
Claudeessentio_search_documents
Claudeessentio_search_payments
Claudeessentio_search_products
Claudeessentio_send_document
Claudeessentio_update_client
Claudeessentio_update_draft
Claudeessentio_update_product
ClaudeLinks
App Stats
22
Tools
3
Prompts
ChatGPT, Claude
Platforms
Category
Track FinancesWorks with
Similar Apps
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