Connect AI to live Reckon Accounts Hosted data, securely

Give your AI assistants, copilots, and agents direct access to your Reckon Accounts Hosted data—no exports, no ETL, no waiting.

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Using Connect AI for AI-powered Reckon Accounts Hosted analytics, reporting, & actions

You have the data. It's accurate. It's valuable. But asking a simple question like "What's driving churn in Q2?" — still takes dashboards, analysts, and days. Connect AI changes that.


Natural Language Querying for Real Enterprise Data

  • Query Reckon Accounts Hosted naturally. Answer precisely.

    Let executives, PMs, and analysts use natural language to query live Reckon Accounts Hosted data—without needing SQL, BI tools, or training.

    Those questions you've avoided asking because the answer would require yet another reporting request? Ask them, and let AI help you explore your Reckon Accounts Hosted data.

Ask Claude a question
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Which vendors have overdue invoices over $10,000?
I'll help you analyze your Reckon Accounts Hosted data to answer this question. First, let me query Reckon Accounts Hosted structure and data to understand what we're working with.

View result from Reckon Accounts HostedMCP_run_query from Reckon Accounts HostedMCP (local)

AI that knows your data—and respects your rules

  • Connectivity—One endpoint. Every AI tool.
    A single MCP endpoint connects your AI tools to live Reckon Accounts Hosted data—no ETL, no replication, no custom code.
  • Context—Not just data. Business meaning.
    Connect AI surfaces business meaning behind your Reckon Accounts Hosted data, so agents reason more accurately at a fraction of the token cost.
  • Control—Your permissions. Your rules.
    Your existing Reckon Accounts Hosted permissions and RBAC rules follow your data into AI—with full query logging for IT visibility.

Use cases for Reckon Accounts Hosted + Connect AI

Connect AI doesn't replace your data tools. It turns them into something everyone can use.

  • Your leadership asks better questions.
  • Your teams get faster insights.
  • Your org gets compound leverage.

That's what great software should do!

Stakeholder
Ask in English
What Connect AI Does
Controller
Which vendors have overdue invoices over $10,000?
Queries live accounting system data, filters by payment status and amount, returns clean, filtered view.
CFO
Show me our top 10 expense categories last quarter across all departments.
Aggregates expense data from multiple entities, sorted and grouped for analysis.
Finance Analyst
What is our average accounts receivable aging time by customer segment?
Joins invoice, customer, and AR aging data; applies segmentation logic.
Auditor
List all journal entries over $50K with no matching documentation.
Queries GL entries and supporting documents table; flags inconsistencies or gaps.
Operations Analyst
Which records in our partner system API haven’t been updated in over 90 days?
Pulls data from an external system via API, compares timestamps, and returns stale entries.
Data Engineer
What is the query volume by schema over the last 7 days?
Queries usage logs or other data to track query counts and load by schema.
Head of Analytics
Which campaigns generated the highest ROI last quarter?
Joins campaign spend, attribution, and revenue data; returns ranked performance by campaign and channel.

Make AI Actually Work with Reckon Accounts Hosted

No complicated data movement, ETL, or data integration required. Securely connect live Reckon Accounts Hosted data with any AI tool that supports MCP. Select your preferred tool below to learn more.

Working with Connect AI + Reckon Accounts Hosted

Getting started with Connect AI in four simple steps:

01

Sign up for a free trial

Sign up for (or sign into) Connect AI and start the experience.

02

Configure your Reckon Accounts Hosted Connection

Configure your connection to Reckon Accounts Hosted by securely authenticating.

03

Connect AI to your data

Connect your AI client, LLM, or agent to Connect AI with the remote MCP server endpoint.

04

Stay connected

Source tools map directly to approved system actions for predictable execution in production.

Interested in traditional analytics?

Connect directly to Reckon Accounts Hosted data from the clients and tools you use everyday

ETL Tools
AWS Glue
Azure Data Factory Azure Data Factory
Low-Code Apps

Ready to get started? Try Connect AI + Reckon Accounts Hosted today!

Turn questions into answers — with the infrastructure you already trust.