AI inventory management with an assistant inside the real screens
Cash Flow Inventory has an AI assistant that works inside the app: it answers questions about stock, sales and the books, explains figures, audits the records and fills the real screens — and every change it proposes is yours to approve. Any AI app you already use can also connect over the Model Context Protocol and work with your own rights, never more.
The problems it solves
Too much routine work
In one study of 5,179 support agents, an AI assistant raised issues resolved per hour by 14% on average and 34% for newer staff (Brynjolfsson, Li & Raymond, NBER working paper 31161, 2023).
Value sits in everyday operations
Generative AI could add $2.6–4.4 trillion a year across 63 uses, about 75% of it in customer operations, marketing and sales, software engineering and R&D (McKinsey Global Institute, 2023).
A chat box that cannot act
An assistant that sits beside the software, without the business’s records or rules, can only guess — and one that acts without asking is a risk to the books.
How the assistant works in Cash Flow Inventory
Ask in plain words
“How do I…” gets the steps and a link to the page. “Show, find, how much” reads lists, records and reports. “Why did this change” explains a report. Attach a sheet, PDF or photo and it works from the file.
Check that all is in order
Ask “is everything in order” and the assistant runs an audit — books, ledger anomalies, people and access, controls, data quality and compliance — with where to fix each finding.
Act on many at once
“Show the waiting orders” opens a work queue: tick the records, approve them together, and each still goes through its own rules — rights, approval limits, credit control, period lock and stock.
Watch it work the screen
With Operator on, the assistant opens the real pages and works them like a person, with a visible cursor and a caption for each step. You can stop or take over at any step.
Approve every change
Anything that saves, approves, sends or deletes asks you first. Every change goes through the same rules as the screens and is recorded in the audit trail.
What you can do
Answers with links and charts
Answers come with record links, cards and charts, and the assistant remembers earlier chats, so a follow-up question needs no repeating.
Explain and audit
Explain why a figure changed, run a business audit across the books, access, controls and data quality, and see Risk watch — who is likely to pay late and what is likely to run out.
Work queues
Waiting sales and purchase orders, transfers, adjustments, bills, returns and quotations as a list to tick and act on together, followed by the next step — pick, receive or pay.
Operator mode
The assistant works the real menus and screens step by step at Human, Fast or Instant speed. Stop ends it at once, and you can take control at any step.
Tutor mode
Ask “teach me how to approve orders”: a lesson card with numbered steps, Pause, Next, Step by step and Read aloud — then you do it yourself.
Planning on request
A 13-week cash forecast, what-if scenarios on profit and cash, and a demand plan per product with its forecast method and backtest error shown.
Any AI app over MCP
Claude, ChatGPT, Cursor or any MCP app connects at the Model Context Protocol server, with 424 resources to read and work the business as you.
Your rights, never more
A connected app sees only the pages, figures, locations and approval limits you have. The owner can make every change by an AI app wait for a yes, keep areas away from it, and end any connection.
Outside tools
Connect another company’s MCP server — such as Meta Ads, Stripe or Notion — so the assistant can use it too. Each person signs in with their own account.
Where it is not the right fit
- A business that wants AI to run the books on its own: every change the assistant proposes is the person’s to approve.
- Restaurants and cafés: table service, kitchen display and recipe costing are not its focus.
- Very large enterprises that need a global multi-company ERP rollout with on-premise hosting — this is a cloud product per business.
- A business with no stock and no invoicing may not need most of it.
Questions and answers
Using an AI assistant to read stock, sales and purchase records, spot what needs attention and do the routine steps. In Cash Flow Inventory the assistant works inside the app on the live records, and any change it proposes is yours to approve.
No. Anything that saves, approves, sends or deletes asks you first, and goes through the same rules as the screens: your rights, approval limits, the period lock and stock never below zero. Every change is in the audit trail.
The assistant works the real screens through the menus, like a person: a visible cursor moves to each button and a caption explains each step. You watch beside it, can stop it at once, and can take control at any step.
Yes. Add a custom MCP connector with the address https://cashflowinventory.com/mcp.php, sign in, choose the business and what the app may do — read, write, delete, reports, learn, personal data. It works as you, with your own rights.
Only what you may see, and only as the answer to a request it makes — nothing leaves on its own. Text typed into records is marked as untrusted so the AI does not follow instructions hidden in it, and every request is logged.
Yes. The owner decides whether members may connect, which apps are allowed, whether two-step sign-in is required, which areas are kept away and whether changes by AI apps wait for a yes — and can pause or end every connection.
Yes. Tutorial mode plans a lesson with numbered steps and explains each one as it shows it; on its own it points and waits for your click, so the person learns by doing.
Learn more
Step-by-step guides
Articles
Related
Start with the free plan
Create a business in a few minutes. The free plan has no time limit and needs no card; move to a paid plan when you need more users, locations or orders.