Using the Bizdivers connector
The Bizdivers connector lets Claude work with your company's books. You can ask questions about your finances, work through your month-end close, and hand Bizdivers documents. Anything that changes your books is staged for you to confirm in Bizdivers. Claude never commits it for you.
Connect Bizdivers to Claude
- In Claude, open the connectors directory, find Bizdivers, and choose Connect.
- Sign in to Bizdivers with your normal email, password and two-factor code. Claude never sees your password.
- Choose the company the connection is for. A connection covers exactly one company.
- Review the permissions on the consent screen, tick the optional ones you want, and approve.
What Claude can read
Every connection can read your books. Ask things like:
- Can I close September yet? What is left?
- Which bills are waiting for approval, and how much do we owe each vendor?
- What cash is committed to go out in the next 30 days?
- Which contractors are missing a W-9?
- Show me the trial balance, balance sheet, or income statement for last month.
Reads cover vendors, customers, bills, customer invoices, payments, bank transactions, journal entries, contracts, tasks, the chart of accounts, aging and cash forecasts, financial statements and the month-end close plan.
Permissions you choose
Reading is always included. Everything else is a separate permission on the consent screen, so you only grant what you want Claude to do.
- Add documents (ticked by default). Claude can create a secure upload link or send in a document, such as a vendor invoice. It lands in your Inbox as a draft for a person to review.
- Create vendors (optional). A vendor Claude creates stays a draft until someone activates it in Bizdivers.
- Stage bookkeeping changes (optional). Claude can propose changes such as categorizing a bank line, coding an invoice, or requesting a W-9. Each one waits for you to confirm it.
- Stage money actions (optional, off by default). This covers approving or paying a bill, posting a journal entry and closing a period. These are staged for confirmation in Bizdivers like everything else.
You stay in control
Changes are staged, not made. When Claude proposes a change, you get a link to review it in Bizdivers. Nothing is committed until you confirm it there.
Your role still applies. The connector can only do what your own role in Bizdivers allows. A role that cannot approve an invoice in the app cannot approve one through Claude either.
One company only. A connection is bound to the company you chose when you approved it.
Every action is recorded. Each tool call, upload and confirmed change appears in your company's audit log.
What Claude can see
Information Claude reads from Bizdivers becomes part of your conversation, so it is handled by Claude under your own Claude plan and Anthropic's terms. Ask about only what you are comfortable having in that conversation. How Bizdivers itself handles your data is described in our Privacy Policy and on our Security page.
Disconnect
- In Bizdivers, open Settings, then Security, then Connected apps.
- Find Claude and choose Revoke.
Access also ends when you reset your password, when an administrator resets your two-factor authentication, or when you are removed from the company.
Need help or have a question about the connector? Email support@bizdivers.com.