Danish finance overview with Dinero or Billy and Enable Banking

Reconcile bookkeeping with open banking balances for a unified cash and receivables snapshot.

Outcome: A single summary of posted entries, outstanding invoices, and live bank balances

Integrations in this workflow

Dinero

Billy

Enable Banking

Example questions

Try asking your AI client

Connect to my bookkeeping (Dinero or Billy - whichever is active) and Enable Banking. Summarize posted entries this month, list overdue sales invoices, and compare totals to current account balances across connected banks. Flag any large unmatched differences.
Which overdue Dinero or Billy invoices still have no matching Enable Banking incoming payment?
Did the payment from Jack ever hit the bank, and is it booked in Dinero or Billy yet?
Write a short month-end brief for Amalie: bookkeeping totals, bank balances, and invoices I should chase - do not send reminders.
Find transactions over 5,000 DKK in Enable Banking from the last 14 days that I cannot see in Dinero or Billy.

The problem

Bookkeeping tools and bank balances live in separate systems. Month-end reviews require manual exports and spreadsheets.

Gateway tools

Pick one bookkeeping integration:

Dinero: dinero__list_invoices, dinero__list_entries
Billy: billy__list_invoices, billy__list_entries

Open Banking:

enable-banking__list_accounts → enable-banking__list-transactions-tool

Governance

Enable Banking connections are read-only by design — agents cannot initiate payments.
Bookkeeping data is sensitive; restrict API tokens to finance stakeholders and review audit logs weekly.
OAuth tokens for Dinero, Billy, and banks expire — reconnect from My Integrations if tools return 422 errors.

Connect via private gateway

Activate the integrations above, create an API token scoped to mcp:private-gateway, then add this config to your MCP client.

Config file: ~/.cursor/mcp.json

{
    "mcpServers": {
        "stackgate-private-gateway": {
            "url": "https://stackgate.ai/mcp/private",
            "headers": {
                "Authorization": "Bearer YOUR_API_TOKEN"
            }
        }
    }
}