Ask Claudeabout your bills.

Claude and your bills

How to use Claude to keep track of bills

Claude is good at reading, explaining and comparing. Connected to Figa, it has something real to read: your bills, months ahead.

What changes when Claude can see your bills

Without a connection, Claude only knows what you paste into the chat. Ask what next month will cost and it can only guess, or ask you for a list. Every answer starts from zero.

Connected to Figa, Claude reads the plan you already keep: every recurring bill in its month, estimates for variable ones, installments and what is already paid. It answers from that plan, and with write access it can update it, so the next answer starts from where the last one ended.

Questions worth asking

The most useful questions are the ones that would take you ten minutes of scrolling:

• The month: “What is still unpaid this month?” or “What does December need?”
• Changes: “Which bills went up this year?” or “How did utilities change compared with last year?”
• Decisions: “Could I add a €1,440 laptop in 12 installments from March?”
• Cleanup: “Put my streaming services in one category and tag them Subscriptions.”
• Invoices: “Here is the gas invoice. Update the bill and show me before saving.”

Claude picks the Figa tools it needs, such as listing expenses, comparing periods or reading a bill, and you see each call in the chat.

Invoices: Claude reads, Figa keeps

Drop a PDF or a photo of an invoice into the chat. Claude reads the amount and billing period, finds the matching recurring bill in Figa and confirms the actual amount, so the estimate becomes the real number. For a bill that does not exist yet, it creates one.

Ask it to mark the bill paid only when it really is: marking paid records the payment, it does not send money. Figa stores the amount and the bill data, not your inbox: Claude only sees the files you give it.

Let Claude write, on your terms

Start with Read only. Claude can answer everything above without changing anything. When you want it to keep bills current, reconnect with Read & write for the workspaces you choose.

For changes, say how far they reach, just like in the app: this occurrence only, this and future ones, or the whole series. Ask Claude to show what it will save before it saves. Pausing or ending a recurring bill is previewed first, and nothing changes until you confirm.

Keep the answers accurate

Check the workspace, the dates and the currency in each answer, especially when you have more than one workspace. Estimates and confirmed amounts are different things: a good answer says which is which, and you can ask Claude to keep them apart.

On Figa Free, Claude sees the same 20 expenses a month that you see in the app, and Figa tells it when a plan limit hides some of them.

Beyond the chat

The same connection works in the Claude apps on the web, desktop and mobile. Other clients that support remote MCP with OAuth connect with the same URL, and agents that load skills can use the Figa agent skills for repeatable workflows such as monthly invoices.