YESbusiness in Claude and ChatGPT

How it works

1. 1Connect. Add YESbusiness in your client — from its directory, or with the connector address — and sign in with your YESbusiness account.
2. 2Choose what it may do. On the consent screen, pick the companies, a rights level (read, booking with confirmation, or autonomous within an amount cap) and whether your receipt files may be read.
3. 3Ask. The assistant reads your books and prepares entries. With confirmation, you apply each one with a click — on the card in your chat or in the app. Autonomous entries are recorded directly and can be undone at any time.

What the assistant can do

Everything in the yearly accounting cycle, with the same role checks and the same company scoping as the app:

• Read any figure or report: balance sheet, income statement, account statement, VAT statement, open customer invoices, monthly flows and analyses per account or counterparty.
• Export reports and statements as a download link.
• Book receipts and bank transactions — with your click, or autonomously under your cap.
• Import bank files (CAMT.053, MT940) and spreadsheets of entries, with a check before anything is written.
• Apply your booking rules, and manage accounts, VAT codes, VAT periods, cost centres and accounting years, including closing a year.
• Explain Swiss bookkeeping conventions — account numbering, VAT codes, booking rules — the way the in-app assistant does.

What stays in the app, on purpose

One-time or security steps are not accounting, so the connector never touches them:

• Creating a company and its chart of accounts.
• Connecting a bank (EBICS, Wise, Stripe): secrets and bank letters.
• Subscription and billing. Nothing is sold through the connector.
• Members, invitations and fiduciary mandates.
• Deleting a company, and customer invoicing (the connector only reads open receivables).

Built so you keep control

Privacy policy, connected AI assistants

Works with

Claude.ai on the web and on mobile, ChatGPT, Claude Desktop, Claude Code, Cursor, Visual Studio Code — and any other client that speaks MCP over HTTP with OAuth. The guide gives the steps for each.

Open the guide

Questions

Does the connector cost extra?

No. It is included in every YESbusiness subscription; no AI plan is needed. You pay your assistant's provider for their service, as you already do.

Who can connect an assistant?

Any user with an active subscription for at least one company. The rights you can grant never exceed your own role: a viewer grants read access only, an accountant or administrator can also allow entries.

Can the assistant delete or change my books without me knowing?

No. It never deletes anything and never writes in a closed year. In the default level every entry waits for your click; in autonomous mode it stays under the cap you set, and everything it writes is listed in the AI activity and can be undone.

Does the assistant see my receipts?

Only if you tick “Allow reading my receipt files” on the consent screen. Without it, the assistant sees the entries and the document names, not the content of the files.