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Connect Claude to Bill.com: Multi-Entity Setup Guide

Connect Claude to Bill.com for every entity you manage with one DeepLedger connector. Switch entities by asking; DeepLedger never pays or approves.

Published by DeepLedgerUpdated 8 min read

Claude connects to Bill.com through DeepLedger's hosted MCP server: you add one custom connector in Claude, and Claude can read and draft in the Bill.com organization of every entity you manage, switching between entities when you ask. DeepLedger never pays, approves or sends anything in Bill.com. This guide is for accounting firms, bookkeepers and multi-entity finance teams who run payables and receivables in Bill.com (now called BILL) next to QuickBooks Online or Xero.

What you are connecting

https://mcp.deepledger.ai/mcp

That one address serves every app connected in your DeepLedger workspace: QuickBooks Online, Xero (beta), Bill.com, and Stripe for reporting. Bill.com is an optional app on a company, next to its QuickBooks Online or Xero books. An owner or admin connects it once per company on the company's Connections tab, with your own BILL credentials.

What Claude can do in Bill.com through DeepLedger:

CanCannot
Read bills (with approval status), vendor credits, payments made and received, invoices and credit memosPay a bill or record a payment
Run AP aging by days past due, per vendor and currencyApprove a bill or change approval workflows
Read vendors, customers, the chart of accounts and classificationsSend or email an invoice
Create draft bills, invoices, vendor credits and credit memosDelete anything
Update vendors, customers, bills and open invoices; archive vendors and customersRead bank, card or tax ID fields (DeepLedger removes them)

Approvals and payments happen in BILL, by the people you authorize, so your controls and segregation of duties do not change.

Why one sign-in for all your entities

Bill.com's own answer for firms is the Accountant Console, where you pick a client organization from a list. An AI connection fixed to one organization chosen at sign-in has not caught up with that: reaching another means disconnecting and reconnecting.

For a firm paying bills for twenty clients, or a controller running five entities, it means a reconnect for every change of entity.

DeepLedger connects each entity's BILL organization to its own company, and your Claude connector reaches all of them:

  • Switch entities in the chat. "Switch to Cedar Dental Group" moves Claude to that company's Bill.com and its books together.
  • Bill.com next to the ledger. In one company, Claude can compare Bill.com bills with the QuickBooks Online or Xero side.
  • A warning for the wrong entity. If a company's Bill.com organization has a different country or currency from its QuickBooks or Xero books, DeepLedger flags that the data may belong to another entity before anything is compared.
  • Team access per company. Each person signs in as themselves and reaches only the companies they are assigned to.

Before you start

  • A DeepLedger account. The 14-day trial needs no card.
  • For each entity: a DeepLedger company with its QuickBooks Online or Xero connection, and Bill.com connected on the company's Connections tab with your own BILL credentials. The connection form in the portal explains exactly which values to copy from BILL.
  • A Claude plan with custom connectors. Anthropic's custom connector guide covers Free (one custom connector) and paid plans.

How do I connect Claude to Bill.com?

  1. In Claude, open Customize → Connectors, select + Add, then Add custom connector.
  2. Name it DeepLedger and paste https://mcp.deepledger.ai/mcp. Select Continue.
  3. Keep Sign in now, choose Register automatically for the OAuth client, then select Add.
  4. Sign in with your DeepLedger account and choose Allow. You do not sign in to BILL here; DeepLedger already holds each company's Bill.com connection.
  5. In a chat, open + → Connectors and turn DeepLedger on.
  6. Ask:

Using DeepLedger, which company am I in, and which of my companies have Bill.com connected?

The answer lists each company with its ledger and its connected apps, so you can see where Bill.com is set up.

On Team and Enterprise plans, an owner adds the connector under Organization settings → Connectors first; members then connect with their own sign-in.

If you already added DeepLedger for QuickBooks or Xero, you do not need a second connector. Bill.com appears in the same one once it is connected to a company.

Switch companies by asking

DeepLedger's companies tool has three operations: current, list, and switch by name or company id. Bill.com always follows the active company.

List my companies.

Switch to Cedar Dental Group and show unpaid Bill.com bills over 30 days past due.

Now do the same for Cedar Dental Labs LLC.

Every result names its company. Use the exact company name. If a name matches more than one company, or none, DeepLedger refuses the switch; ask the AI to list your companies and switch by the company id. Your active company is shared with your other AI apps, so confirm it when you change apps. The switching rules are explained in one sign-in, every company.

Multi-entity prompts to try

AP aging across entities

For each company with Bill.com connected, show AP aging as of today by days past due. One table per company, amounts in each company's own currency.

Approval backlog

Go through my companies with Bill.com. In each, list bills still awaiting approval, with vendor, amount, due date and the date each bill was created.

Bill.com against the books

Switch to Cedar Dental Group. Compare unpaid bills in Bill.com with open bills in QuickBooks for the same vendors and list any that appear on only one side.

Duplicate check before month-end

In Cedar Dental Labs LLC, list Bill.com bills from the last 60 days with the same vendor and amount, or the same vendor and invoice number. Do not change anything.

Intercompany bills

Show bills in Cedar Dental Labs LLC where the vendor is Cedar Dental Group, and invoices in Cedar Dental Group to Cedar Dental Labs LLC, for October. Do the totals match?

Draft a bill for approval

Switch to Cedar Dental Group. Create a draft Bill.com bill from the attached invoice, coded the way this vendor was coded last time. Do not approve or pay it; I will route it in BILL.

Vendor clean-up

List Bill.com vendors in Cedar Dental Labs LLC with no bills in the last 12 months. Suggest which to archive, but archive nothing yet.

Is it safe to let Claude work in Bill.com?

  • No money moves. DeepLedger never pays, approves or sends anything in Bill.com, records payments, or changes approval workflows.
  • Duplicates are refused. A bill with the same vendor, invoice number and amount as an existing one is refused as a duplicate, as is an invoice number already in BILL.
  • AutoPay and auto-charge are checked. Before saving, DeepLedger checks whether BILL pays the vendor automatically (AutoPay) or may charge the customer automatically, and refuses the write when it does or cannot tell. A person enters those in BILL. Read any warning returned after a save.
  • Preview before writing. Ask Claude for a dry run; DeepLedger shows the exact request without calling BILL.
  • Per-person access. Read-only members can read Bill.com but cannot write. Owners and admins can make chosen areas read-only for one member.
  • Audit history records every tool call per company, and connecting or disconnecting Bill.com is recorded too.
  • Revoking access. Remove the connector in Claude, revoke the grant under Settings → Connected apps in DeepLedger, disconnect Bill.com on the company's Connections tab (DeepLedger deletes the saved credentials), or revoke the credentials in BILL.

Troubleshooting

What you seeWhat to do
Claude says Bill.com is not connectedThat company has no Bill.com connection yet. An owner or admin connects it on the company's Connections tab.
BILL stopped accepting the saved credentialsReplace them on the company's Connections tab with new ones from BILL.
A warning that the data may be another entity'sThe BILL organization's country or currency differs from the company's books. Check the right BILL organization is connected.
"No active company"Ask Claude to list your companies, then switch to one.
A bill is missingArchived records are left out unless you ask for them. Ask Claude to include archived bills.

Frequently asked questions

How do I connect Claude to Bill.com?

Connect Bill.com to each company in DeepLedger with your own BILL credentials, on the company's Connections tab. Then add https://mcp.deepledger.ai/mcp as a custom connector in Claude under Customize, Connectors, sign in with your DeepLedger account, and ask Claude which company is active.

Can Claude work in several Bill.com organizations at once?

Yes. One DeepLedger connector reaches every company you can access, and each company has its own Bill.com connection. Ask Claude to list your companies and switch to one by name; its Bill.com bills, invoices and vendors are then the ones Claude reads.

Can Claude pay or approve bills in Bill.com through DeepLedger?

No. DeepLedger never pays, approves or sends anything in Bill.com, never records payments and never changes approval workflows. It can read your data, create drafts, and update vendors, customers, bills and open invoices. Approvals and payments stay in BILL with the people you authorize.

How is DeepLedger different from a single-organization Bill.com connection?

A connection fixed to one organization chosen at sign-in means reconnecting to move to another entity. DeepLedger reaches every entity you can access through one connector, can draft and edit bills and invoices, and sits next to each company's QuickBooks Online or Xero (beta) books.

What does connecting Bill.com to Claude cost?

DeepLedger charges $20 (USD) per Bill.com connection per month, the same as a QuickBooks Online or Xero connection, so a company with Xero and Bill.com is two connections. Users are unlimited, and the 14-day free trial needs no credit card. Your Claude plan is separate.

Who can connect Bill.com in DeepLedger?

Owners and admins of your DeepLedger workspace connect Bill.com on a company's Connections tab with your own BILL credentials. Everyone else then uses it from their own AI app, reaching only the companies they are assigned to.

See how Bill.com fits with your other apps on AI platforms and integrations, and check pricing per connection.

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