ChatGPT is where many teams already ask their questions. With the HisabKitab MCP connector, those questions can be answered from your real books instead of copied reports.
Example prompts
"Summarise this month's sales and compare them with last month."
"List customers with outstanding balances older than 45 days."
"Show item-wise profit for my top 10 items."
"What is my cash flow this quarter and where did most of the cash go?"
"Switch to my second company and show its balance sheet."
Use cases by role
Business owner: daily and weekly health checks without opening several reports.
Accountant or CA: quick ledger statements and profit and loss pulls before client calls.
Sales head: customer-wise sales and receipts.
Store or warehouse manager: stock summary and slow-moving items.
What data the connector reaches
The HisabKitab connector gives the assistant read-only analytics over sales, purchases, receipts, payments, journals, ledgers, item master, item-wise profit, stock summary, trading profit and loss, cash flow and the balance sheet. You can also list your companies and switch between them.
ChatGPT or Claude
Both assistants can use the same connector idea. Pick the one your team already uses; the HisabKitab data and tools behind it are the same. See our post on using Claude with HisabKitab for the Claude version.
How to set it up
Add the HisabKitab connector in ChatGPT's connector settings and sign in with your HisabKitab account. Ask the HisabKitab team for the connector details for your account.
Good practice
Treat the assistant as an analyst, not an auditor. Verify important numbers against the report, keep access limited to authorised users, and avoid sharing conversations outside your team.
Book a demo to try the connector on your own data.
Continue Reading
