Features · Beta
AI Connections
Ask your AI assistant about your month end in plain English
Connect Claude, ChatGPT and other assistants to RecHound. Sign in, pick your companies, and they can read your reconciliations, support and attachments to answer questions and check your work, with read-only access.
Three accounts don't tie to their support for October:
- Prepayments: $1,250.00 unsupported
- Accrued expenses: $3,480.00 unsupported
- Clearing account: 4 transactions not cleared
Want me to check the prepayments schedule against its invoices?
Everything behind your reconciliations, one question away
Your assistant reads the same reconciliations, support and files you see in RecHound, then answers in seconds instead of you clicking through every workpaper.
Companies & periods
List the companies you can access, their reporting periods and when they last synced from Xero.
Balance sheet reconciliation
Every account's Xero balance against its support for a period, and which accounts don't tie.
Workpaper support
Schedules and their transactions, prepayments, accruals and manual support behind each workpaper.
Attachments
Read the statements, invoices and spreadsheets attached as support, and check them against the numbers.
Accruals
Accrual accounts, recurring accrual schedules and the files attached to accrual lines.
Setup & governance
Account groups, tracking categories, and (for admins) company settings and approvers.
Things you can ask
Built for financial data: look, don't touch
Read-only
Assistants can look but never touch: no reconciling, editing support, signing off or posting to Xero.
Your access, never more
An assistant acts as you, with your roles. If you lose access to a company, it does too.
Choose the companies
When you sign in, tick only the companies the assistant needs, so it only sees what you intend.
Change or disconnect any time
Change a connected app's companies, or disconnect it, from Settings → AI Connections in RecHound.
What an assistant reads from RecHound is sent to that AI provider and handled under their terms. Only allow the companies each assistant needs.
Connect your assistant
Paste RecHound's server URL into your assistant, sign in with your RecHound login and choose which companies it can see. No API key needed. Pick your assistant for the exact steps.
Claude
by Anthropic
Most people. Chat about your reconciliations in claude.ai or the Claude apps.
Setup guide →
ChatGPT
by OpenAI
ChatGPT users on a paid plan.
Setup guide →
Claude Code
by Anthropic
People comfortable with a terminal.
Setup guide →
Cursor
by Anysphere
Teams already working in Cursor.
Setup guide →
VS Code (GitHub Copilot)
by Microsoft
People who use GitHub Copilot in VS Code.
Setup guide →
Gemini CLI
by Google
Gemini users comfortable with a terminal. The Gemini web and mobile apps can't add custom connectors.
Setup guide →
Frequently asked questions
Do I need an API key?
No. You paste RecHound's server URL into your assistant and sign in with your RecHound login. API keys are still available in Settings → AI Connections for tools that can't sign in this way.
Can an AI assistant change anything in RecHound or Xero?
No. AI Connections are read-only. An assistant can read your reconciliations and support, but it can't reconcile, edit support, sign off workpapers or post anything to Xero.
Which companies can the assistant see?
Only companies you can see in RecHound, and only the ones you ticked when you allowed access. If you lose access to a company, every connected assistant loses it too.
How do I change the companies, or disconnect an assistant?
In RecHound go to Settings → AI Connections. You can change which companies each connected app can see, or disconnect it. Disconnecting takes effect straight away.
Where does my data go?
When an assistant reads something from RecHound, such as a balance or an attachment, it's sent to that AI provider (for example Anthropic for Claude) and handled under their terms and your settings with them. Only allow the companies you need, and check your AI provider's data settings.
Can my team share one connection?
Each person should connect with their own RecHound login. The assistant then acts as that person, with their roles and companies.
Does it work with ChatGPT?
Yes, on paid ChatGPT plans using Developer mode. See the ChatGPT setup guide for the steps.
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