BillDesk.

Guided demos

Try BillDesk in two minutes

Everything runs against Acme Labs, a demo company. Connect it to your own Claude and paste the prompts below.

Try the full flow in 60 seconds

5 steps
https://billdesk.totest.fyi/api/mcp/4cd61fb052787cafd4a85dc730c28146c08d4638
  1. Copy the demo connector URL above.
  2. In Claude: Settings → Connectors → Add custom connector, name it BillDesk, paste the URL. Other clients
  3. Open a sample invoice, screenshot it, drop it into a new chat with BillDesk enabled: “add this to BillDesk”.
  4. Sign in at /login with demo@billdesk.app / demo1234 and approve the new bill.
  5. Open the vendor link Claude gave you. It now says Approved.

Scenarios

Five things to try

Add a bill from an invoice

Goal: See Claude read a document and file it as a pending bill.

First: Open a sample invoice, save it as PDF or take a screenshot, and attach it to your Claude message.

Paste into Claude

Here's an invoice from one of our suppliers. Add it to BillDesk, and tell me the bill ref and the vendor status link.

What happens

  1. Claude extracts vendor, invoice number, dates and every line item.
  2. It calls create_bill — the bill appears as Pending with source “Claude”.
  3. Claude replies with the ref (e.g. B-1006), a dashboard link and a public vendor link.

Where to look

Ask what needs attention

Goal: Use BillDesk as memory: answers come from stored data, not the chat.

Paste into Claude

What's waiting for approval in BillDesk, and what's due this week? Give me totals.

What happens

  1. Claude calls list_bills with status=pending and spend_summary.
  2. You get a short list with refs, vendors, amounts and due dates.
  3. Open a new chat and ask again — same answer, because BillDesk remembers.

Where to look

Approve and reject in one go

Goal: Let Claude drive the workflow — and watch BillDesk enforce the rules.

First: For a real duplicate, add the Metro Courier invoice twice first.

Paste into Claude

Approve the Dell laptops bill. Then look for anything that looks like a duplicate (same vendor and amount, or same invoice number) and reject it with a short note.

What happens

  1. Claude finds the Dell bill and calls set_bill_status → approved.
  2. It compares bills, picks the duplicate and rejects it with a reason.
  3. Each change lands in the bill's history with “Claude” as the actor.

Where to look

Edit in the dashboard, re-check in Claude

Goal: Prove there is one source of truth shared by people and Claude.

First: Sign in at /login (demo@billdesk.app / demo1234), open any pending bill and change its due date or a line item.

Paste into Claude

Look up that bill again in BillDesk. What changed, who changed it, and when?

What happens

  1. Claude calls get_bill and reads the activity history.
  2. It reports your edit, attributed to your name with a timestamp.
  3. Now ask Claude to change a paid bill — BillDesk refuses, and Claude explains why.

Where to look

Share the vendor status link

Goal: See what the vendor sees — no login, always current.

Paste into Claude

Give me the vendor status link for the Dell bill so I can send it to their AR team.

What happens

  1. Claude returns the public /b/… link for that bill.
  2. Open it in a private window: company, invoice #, amount, due date and a status timeline.
  3. Mark the bill Paid in the dashboard and refresh — the vendor page updates.

Where to look

Sample invoices

Invoices to feed Claude

Realistic, printable invoices billed to Acme Labs. Use “Print / Save as PDF”, or download as an image with a screenshot (macOS ⌘⇧4, Windows Win+Shift+S), then drop the file into Claude.

Open the dashboardTools reference