Let AI simplify your finances.
Claude, ChatGPT, Microsoft 365 Copilot, Gemini, Grok and Grok Bot can look up customers, invoices, suppliers, products and bookkeeping in your company's Fortnox. They can also save invoice drafts and approve supplier invoices, always after your confirmation.
Works with
Answers you can check
Every answer says which period and currency the figures are for, how much was checked and where in Fortnox they come from. Reports come straight from the bookkeeping and are checked against it.
Period and currency. This year so far, compared with the same period last year.
How much was checked. How many vouchers were read, and whether the answer is complete.
The source in Fortnox. Which part of Fortnox the figures come from.
Checked against the books. The totals are reconciled with the booked vouchers.
Connect your AI assistant
Add the server address in your assistant and sign in with Fortnox. Menu names are in English, as the apps show them.
Server address
If it doesn't work
Sign-in says your company hasn't activated fortnox-mcp
A Fortnox system administrator at your company activates it once, for everyone.
Send your administrator a ready-written requestYour assistant is switched off for your company
Your company chooses which AI assistants may use Fortnox. An administrator can switch it on in the fortnox-mcp admin portal.
You can't find where to add a connector
On some plans an administrator turns custom apps or connectors on first. The note under the steps says when.
You stay in control
Nothing changes without your confirmation
Saving an invoice draft or approving a supplier invoice in Fortnox always needs your confirmation first.
Your company decides
An administrator chooses which tools and AI assistants may be used, and which always need confirmation.
One company view
The assistant reads through your company's service account, so everyone at the company sees the same data. Individual Fortnox user permissions aren't applied.
Revoke at any time
Your administrator can remove access in Fortnox under Manage integrations.
What you can ask
Everything below is included once your company's activation covers that Fortnox data. Ask your assistant what it can read.
Bookkeeping and reports
“Which costs have grown compared with the same period last year?”
Income statement, balance sheet and general ledger from the bookkeeping, plus financial years, the chart of accounts and individual vouchers.
Who owes you money
“Who owes us money, and what is most overdue?”
Open customer invoices with aging and the largest debtors. Find any invoice by status, customer, date or OCR number.
What you need to pay
“Which supplier invoices are due in the next two weeks?”
Open supplier invoices by due date, the ones not yet booked and the ones waiting for approval. With the separate approval permission, approve one after confirming.
Invoice drafts
“Prepare a customer invoice for consulting.”
Prepare a customer invoice, with Swedish VAT or EU reverse charge, or a SEK supplier invoice and, after confirmation, save an unbooked draft in Fortnox.
Cash forecast and follow-up
“What needs our attention this week?”
Money in and out per week by invoice due date, the invoices that need follow-up, approval or booking, and the payments registered against them.
Bank accounts
“Which payments came into the bank this week?”
Balances and transactions on the company's business accounts, read once an administrator connects the bank. Nothing can be paid or moved.
Receipts and documents
“Which vouchers this year are missing a receipt?”
Find receipts and other files in the inbox and archive, read a receipt photo or PDF, and spot vouchers without documents. With the separate bookkeeping permission, book a receipt as a voucher with the receipt attached, after confirming.
Customers
“Tell me about Pine Retail AB.”
Find a customer and see them at a glance: contact details, what they owe and their latest invoices.
Suppliers
“How much do we owe Cloud Hosting AB?”
Find a supplier and see their details, bankgiro and what you owe them.
Orders
“Which orders haven't been invoiced yet?”
The open order book, late deliveries and each order with its rows and invoice.
Products and prices
“What do we charge for consulting?”
Find articles and see their unit, VAT, stock tracking and price-list prices.
Your own tools
“Make me a month-end check I can run every month.”
Combine the read tools into your own tool, try it, and keep it for later chats. Only you see it, and it can only read.
Your company
“Which company are you connected to, and what can you read?”
Company details, the current financial year and which Fortnox data this connection can read.
Bring your company on board
Send your Fortnox administrator a ready-written request. Your company activates once, and then everyone connects their own AI assistant.