MCP server · Claude · ChatGPT · Recurring billing

Ask Claude or ChatGPT about your books.
Then bill everything you sell.

TallyLoop AI is a remote MCP server with the billing built in. Connect it to Claude or ChatGPT once and every question about customers, invoices, aging and margins is answered from your live workspace - while the catalogue, recurring assignments, billing runs and typeset invoices run the business underneath.

Create your workspaceLog in

No card required. A new workspace comes seeded with example customers, services and invoices, so every screen works immediately.

Last security remediation: Oct 16, 2026

Everything a services business bills for

Built for the shape of real work: hardware you resell once, services you run every month, and the follow-up that turns invoices into cash.

One catalogue, two shapes

One-off products and recurring managed services live in the same catalogue, each with its own price, cost, tax rate and billing interval.

Customers and their addresses

Full billing and shipping addresses, VAT identifiers, payment terms and per-customer currency. Invoices freeze a snapshot, so editing a record never rewrites history.

Billing runs, not busywork

Pick a period, preview exactly what will be billed for every customer, and generate the drafts in one action. Running the same period twice changes nothing.

Aging you can act on

Outstanding and overdue balances bucketed at 30, 60 and 60-plus days, per customer and in total, without running a single report.

AI recommendations

Claude reads your actual margins, aging and subscription mix and returns specific moves on pricing, upsell, churn risk and collections - each linked to the customers it refers to. Or connect your own Claude or ChatGPT and just ask.

Invoices that print properly

A typeset invoice document with a real print stylesheet. Print to PDF and send it - no template wrangling, no layout surprises.

Claude · ChatGPT · MCP

Ask your assistant about your actual books

One URL connects Claude or ChatGPT to your workspace. From then on every question about customers, invoices, aging and margins is answered from live records - and the assistant can draft an invoice or preview a billing run while it is at it.

Connect in a minute

Paste one URL into Claude or ChatGPT. It registers itself, sends you here to sign in and approve, and is connected. No API key, nothing to install.

Live answers, real records

Overdue balances, what next month's run would invoice, where margins are thin - every answer links back to the customer or invoice it came from.

Yours to revoke

Every connection is listed in Settings with when it was authorised and last used. Revoke it and the next call fails. Nothing is used to train a model.

How to connect Claude or ChatGPT

And built-in insights, no assistant required

On the Insights screen, Claude reads your margins, aging and subscription mix and returns ranked recommendations on pricing, upsell, churn risk and collections - on the web and in the iOS app.

The same books, on iPhone and iPad

The native client works the same ledger: dashboard, invoices, customers, the catalogue and the billing run — and prints the same invoice, exported as a PDF from the share sheet.

TallyLoop AI dashboard on iPhone: recurring revenue, outstanding and overdue totals, a billed-by-month chart and receivables aging.
The invoice list on iPhone, each row showing its customer, amount and status.
A single invoice on iPhone, typeset as the A4 sheet the customer receives.
The customer list on iPhone, with each customer's currency and outstanding balance.
Managed service assignments on iPhone, showing what is billed to whom and how often.
The billing run on iPhone: a period preview of exactly what will be billed for each customer.
AI insights on iPhone: recurring revenue and overdue balances, with ranked recommendations.
The catalogue on iPhone, listing one-off products and recurring services with their prices.

Coming to the App Store.

Four steps to your first invoice

Most of it is already filled in when you sign up.

Set up your company

Your address, VAT id, currency, default tax rate and payment terms. It all flows onto every invoice.

Build the catalogue

Add the products you resell and the managed services you run, with cost prices so margin analysis works.

Assign services

Attach recurring services to customers with quantities and any negotiated rate.

Bill and follow up

Run the period, send the drafts, record payments, and let the insights page tell you what to chase.

Start billing in about a minute

Create a workspace, look around a seeded book of business, then replace it with your own.

Create your workspace