Stop searching the books.Start understanding the numbers.
Kvalo checks. You decide.
Reads by default. Never writes to your books without your explicit yes.
Kvalo connects to your accounting system, goes through the books, finds what doesn't add up and explains the numbers in plain language, right in the AI assistant you already use.
Fortnox today, more systems on the way. Missing yours? Get in touch.
Example of a morning check
Example · made-up test company
Kvalo check
· Exempelbolaget AB
Done 07:03
October in brief
Sales came to SEK 262,000, 6% more than in September. After costs the result was SEK 31,000. Cash lasts the next eight weeks: the balance is lowest in week 49, at SEK 312,000.
- Sales, Oct
- SEK 262,000
- Reconciled
- Result, Oct
- SEK 31,000
- Reconciled
- Bank balance 31 Oct
- SEK 468,000
- Reconciled
Checks
12 findings to look at
K1 Payments
3 incoming payments have no matching invoice
SEK 48,730 (Kvalo found something)
K2 Documentation
7 vouchers are missing a receipt
SEK 23,415 (Kvalo found something)
K3 Currency
2 exchange differences are not booked
−SEK 588 / +SEK 650 (Kvalo found something)
K4 Liquidity
No week below your limit of SEK 150,000
Adds up
You decide
Kvalo reads, checks and explains. People decide.
Nothing is written without your yes
Saving an invoice draft or approving a supplier invoice in Fortnox always needs your confirmation first.
Your company decides
An administrator chooses which tools and AI assistants may be used, and which always need confirmation.
One company view
The assistant reads through your company's service account, so everyone at the company sees the same data. Individual Fortnox user permissions aren't applied.
Revoke at any time
Your administrator can remove access in Fortnox under Manage integrations.
Every figure can be traced
Every answer says which period and currency the figures are for, how much was checked and where in Fortnox they come from. Reports come straight from the bookkeeping and are checked against it.
Period and currency. This year so far, compared with the same period last year.
How much was checked. How many vouchers were read, and whether the answer is complete.
The source in Fortnox. Which part of Fortnox the figures come from.
Checked against the books. The totals are reconciled with the booked vouchers.
Read the income statement in Fortnox
Really well! Sales so far this year are SEK 2,400,000, 20.0 % more than the same period last year (SEK 2,000,000). services grew the most, by 25.3 %.
Connect your AI assistant
Claude, ChatGPT, Microsoft 365 Copilot, Gemini, Grok and Grok Bot work with Kvalo. Add the server address in your assistant and sign in with Fortnox. Menu names are in English, as the apps show them.
Server address
How to get started
Your company activates it once
A Fortnox system administrator at your company activates Kvalo one time. It then reads your company's data through its own Fortnox service account.
You connect and sign in with Fortnox
Add the server to your AI assistant and sign in with Fortnox. That tells the server which company you belong to. There's no token to copy or share.
Ask in Swedish or English
Ask about customers, invoices, payments or the books, in the chat you already use.
If it doesn't work
Sign-in says your company hasn't activated Kvalo
A Fortnox system administrator at your company activates it once, for everyone.
Send your administrator a ready-written requestYour assistant is switched off for your company
Your company chooses which AI assistants may use Fortnox. An administrator can switch it on in the Kvalo admin portal.
You can't find where to add a connector
On some plans an administrator turns custom apps or connectors on first. The note under the steps says when.
Claude
Open Customize › Connectors and choose Add custom connector.
Enter the name
Fortnoxand the server addresshttps:/, then choose Add./ mcp.staging.kvalo.se/ mcp Choose Connect and sign in with Fortnox.
In a chat, turn Fortnox on from + › Connectors.
On Team and Enterprise plans, an Owner adds it first under Organization settings › Connectors.
ChatGPT
In settings, turn on developer mode for apps.
Create a custom app with the name
Fortnoxand the server addresshttps:/./ mcp.staging.kvalo.se/ mcp Choose OAuth for authentication and sign in with Fortnox.
Needs a plan or workspace that allows custom apps.
Microsoft 365 Copilot
Your Microsoft 365 admin opens Copilot › Connectors in the admin center and chooses Create a new connector › Connect to MCP server.
They enter the name
Fortnoxand the addresshttps:/, and roll it out to your team./ mcp.staging.kvalo.se/ mcp In Copilot Chat, open Settings › Sources and connect Fortnox.
Sign in with Fortnox.
Needs a Microsoft 365 Copilot licence.
Gemini
Open Settings › Connected Apps and choose Add a custom app.
Enter the server address
https:/and choose Next./ mcp.staging.kvalo.se/ mcp Sign in with Fortnox.
In a chat, type
@and choose Fortnox.
Google offers custom apps for personal Google accounts, so far in the US and in English.
Grok
Open Connectors and choose New Connector › Custom.
Paste the server address
https:/./ mcp.staging.kvalo.se/ mcp Sign in with Fortnox.
Needs a Grok plan that includes connectors.
Grok Bot
In a chat, ask your bot to add an MCP server called
Fortnoxwith the addresshttps:/./ mcp.staging.kvalo.se/ mcp Sign in with Fortnox when it asks.
Ask it to list the Fortnox tools to check the connection.
What you can ask
Everything below is included once your company's activation covers that Fortnox data. Ask your assistant what it can read.
Bookkeeping and reports
“Which costs have grown compared with the same period last year?”
Income statement, balance sheet and general ledger from the bookkeeping, plus financial years, the chart of accounts and individual vouchers.
Who owes you money
“Who owes us money, and what is most overdue?”
Open customer invoices with aging and the largest debtors. Find any invoice by status, customer, date or OCR number.
What you need to pay
“Which supplier invoices are due in the next two weeks?”
Open supplier invoices by due date, the ones not yet booked and the ones waiting for approval. With the separate approval permission, approve one after confirming.
Invoice drafts
“Prepare a customer invoice for consulting.”
Prepare a customer invoice, with Swedish VAT or EU reverse charge, or a SEK supplier invoice and, after confirmation, save an unbooked draft in Fortnox.
Cash forecast and follow-up
“What needs our attention this week?”
Money in and out per week by invoice due date, the invoices that need follow-up, approval or booking, and the payments registered against them.
Bank accounts
“Which payments came into the bank this week?”
Balances and transactions on the company's business accounts, read once an administrator connects the bank. Nothing can be paid or moved.
Receipts and documents
“Which vouchers this year are missing a receipt?”
Find receipts and other files in the inbox and archive, read a receipt photo or PDF, and spot vouchers without documents. With the separate bookkeeping permission, book a receipt as a voucher with the receipt attached, after confirming.
Customers
“Tell me about Pine Retail AB.”
Find a customer and see them at a glance: contact details, what they owe and their latest invoices.
Suppliers
“How much do we owe Cloud Hosting AB?”
Find a supplier and see their details, bankgiro and what you owe them.
Orders
“Which orders haven't been invoiced yet?”
The open order book, late deliveries and each order with its rows and invoice.
Products and prices
“What do we charge for consulting?”
Find articles and see their unit, VAT, stock tracking and price-list prices.
Your own tools
“Make me a month-end check I can run every month.”
Combine the read tools into your own tool, try it, and keep it for later chats. Only you see it, and it can only read.
Your company
“Which company are you connected to, and what can you read?”
Company details, the current financial year and which Fortnox data this connection can read.
Every company.One overview.
Accounting firms and groups connect through a firm plan of their own. Each employee works in the client companies the firm has assigned to them, in their own AI assistant, with the same checks for every company. Kvalo still reads by default and writes nothing without a yes.
Sign in as a firmBring your company on board
Send your Fortnox administrator a ready-written request. Your company activates once, and then everyone connects their own AI assistant.
Nothing is written to the books until you say yes.