10 questions to ask your books through Claude

The 10 questions, and what comes back

Each question below is one you can type into Claude or ChatGPT right now, word for word. The connector picks the right tool; you do not need to know a tool name or an API call. The answers come from your live Nidhi Books ledger and the apps connected to it.

1. "Who owes me, and how late?"

Claude returns your receivables ageing report: every customer who owes you, broken into current, 1–30 days, 31–60 days, 61–90 days and 90+ days overdue, with the amount in each bucket. Use it on Monday morning to decide who to call this week.

What you get: the same ageing report your CA looks at, pulled from your real invoices and payments — not from a number you remembered. If a customer paid over the weekend, it shows in the next answer.

2. "What is my GST position this month?"

Claude returns a GST summary shaped like GSTR-3B: outward tax on sales, reverse-charge liability, input tax credit on purchases, and the net payable or refundable. Ask it on the 15th to see where you stand before the filing deadline.

What you get: the three figures your accountant needs — output tax, ITC and net payable — derived from your actual invoices and bills, not from a spreadsheet someone exported two days ago.

3. "How much does Sharma Traders owe?"

Claude looks up one customer by name and returns their outstanding balance with every open invoice: number, date, total, amount paid and amount still due. Useful before a phone call or a meeting.

What you get: the customer's full open-invoice list. If the name is ambiguous, Claude asks you to pick from the matches.

4. "Is invoice INV-0142 paid?"

Claude fetches one invoice by number and shows every payment made against it: date, amount, mode and whether the invoice is fully settled or partially paid. Faster than opening the app and searching.

What you get: a one-line status (paid, partially paid, unpaid) plus the payment details. If the number is wrong, Claude says so instead of guessing.

5. "What did we sell and collect last month?"

Claude returns two summaries for the period you name: total sales (invoiced) and total receipts (cash and bank received). Compare the two to see whether collections are keeping up with billing.

What you get: sales and receipts as separate numbers, so you can spot a gap. You can narrow it — "sales in October" or "collections this week" — and the period adjusts.

6. "How much of item X is left in each godown?"

Claude returns stock on hand for an item, broken down by warehouse. Ask about a specific SKU or a product name and get the quantity in each location.

What you get: per-warehouse stock. If you run Nidhi Inventory alongside Nidhi Books, the stock number reflects every sale and purchase posted today.

7. "Which supplier bills are still unpaid?"

Claude returns your open supplier bills: supplier name, bill number, date, total with tax and TDS, and the amount still payable. Use it to plan cash flow or to catch a bill that slipped past the payment date.

What you get: the payables side of your ledger. It reads the same way as the receivables — one row per open bill, with what is still due.

8. "Give me the usual Monday report."

If you have saved a report recipe in Nidhi Books — a set of calls, periods and columns you run the same way every week — Claude runs it in one request. Name it whatever you like: "Monday report", "end-of-day summary", "CA packet".

What you get: the same report, the same way, without opening the app. Saved recipes are the fastest path from "I need a number" to having it.

9. "What was our top-selling item last quarter?"

Claude pulls the sales summary for the period and sorts it. You can ask by quantity or by value, for a specific warehouse or across all of them, and for any date range your books cover.

What you get: a ranked list of items sold, with quantity and value. Useful for reorder decisions or for answering "what is actually moving?".

10. "Are any deliveries still pending from this week?"

If your organisation runs Nidhi Delivery, Claude reads the delivery register: jobs by status (scheduled, picked up, delivered), each rider's day, and which ones are still open. It never returns the drop address or the contact's phone number.

What you get: delivery status without opening a separate app. The connector also reads Nidhi Assets (the asset register and depreciation), Nidhi Appointments (bookings, no-show rate, busiest staff), Nidhi Signage (screen status and playlists), Nidhi Staff (people, leave, attendance — never pay) and Nidhi Campaigns (send and receipt counts — never a recipient's name).

Who this is for — and who it is not for

If you run a shop, trading firm or service business on Nidhi Books and already use Claude or ChatGPT for anything, this fits: your follow-up list and GST position come from the ledger, not from a spreadsheet you pasted in. If your books live in TallyPrime, this connector does not reach them — Tally has only community-built MCP servers that need the desktop running locally. If your books are in Zoho Books, Zoho has its own official Claude connector; pick on the books, not on the connector.

What the connector will not do

It cannot create an invoice, record a payment, send a message or change anything. Every tool is read-only. It does not return salaries, customer phone numbers or a delivery drop address. And 399Apps is not in the ChatGPT app directory yet — you add it by URL. These are limits, not bugs: read-only is a safety choice, and we would rather say that than have an assistant promise something it cannot do.