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Use KOI from Claude or ChatGPT.

Connect through KOI's MCP endpoint. Your AI can search finance evidence, inspect proposals, answer questions about aging and cash flow, and prepare review requests.

Each API key is pinned to one legal entity. Action tools stage work for review. They do not approve it or write directly to an accounting provider.

Claude / ChatGPT / Cursor / MCP clients

Financial evidence passing through a controlled approval gate into an AI workspace

Ask from the AI you already use

  • Which invoices and bills are due in the next 30 days?
  • Show me recent proposal failures and their evidence.
  • Prepare this vendor bill for review.

One controlled path from source to books.

KOI handles the preparation. Your team sees the evidence and decides what moves forward.

  1. 01

    Capture the source

    Upload documents directly or sync the ledger you already use. Your source system stays authoritative.

  2. 02

    Prepare the work

    KOI extracts structured data, checks it and assembles the evidence needed for review.

  3. 03

    Review the proposal

    Your team sees what KOI found, how confident it is and the exact accounting draft it proposes.

  4. 04

    Approve the gate

    A person approves by default. KOI writes the approved draft once and preserves the audit trail.

The work can move quickly without moving beyond your control. 

An explicitly enabled, owner-configured deterministic policy can approve eligible provider-side drafts. No model can approve its own output.

Human approval by default
The model prepares work. It cannot approve its own output or write directly to your books.
Evidence on every change
Keep the source, decision, approver and destination record together for review and audit.
Exact money
Amounts use integer minor units with an explicit currency, avoiding floating-point drift and silent rounding.

Put your next close in motion.

Upload the first documents in minutes. Connect a ledger when you are ready.

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