Connect your Twinfield administration to Perplexity and ask your bookkeeping questions in plain language. From general ledger balances to VAT per rate, you ask it and Perplexity retrieves it straight from your administration. The connector works on Perplexity Pro, Max and Enterprise.
Do you want to connect Twinfield to Perplexity? If you have Perplexity Pro, Max or Enterprise, the connector is set up in a few minutes. From then on you query your Twinfield administration in the chat and get answers from your current figures.
Below you can read how to connect Perplexity to Twinfield, which questions you can ask and what to watch out for. Are you looking for the explanation of the connector itself, separate from an AI tool? You will find that in How does the Twinfield AI Connect connector work?
Does Perplexity work with Twinfield?
Yes. Perplexity works with Twinfield via Twinfield AI Connect, a connector based on MCP (Model Context Protocol): the open standard that connects AI to your own tools and data. You add the connector as a custom connector, authorise once with Twinfield and then ask your questions in the chat. This works on Perplexity Pro, Max and Enterprise.
Connecting Twinfield to Perplexity, step by step
This is the connector link you add to Perplexity:
https://mcp-twinfield.iwebdevelopment.com
Requires Perplexity Pro, Max or Enterprise. On a free account you cannot add your own connector. Are you working with Enterprise? Then an administrator first has to allow members to add custom connectors themselves, which is off by default.
1Go to Account settings and choose All settings → Connectors.
2Click + Custom connector in the top right and choose Remote.
3Give the connector a name (for example Twinfield AI Connect) and paste the connector link into the server URL field.
4Tick the box confirming you understand that custom connectors can carry risks and click Add.
5Click the connector to start authorisation. You are redirected to Twinfield. Log in and click Authorise. You only have to do this once.
6In the chat, click the + (Connectors and sources), turn on Twinfield AI Connect and ask your question.
Tip: is the connector ready but you are not getting an answer from your figures? Check that Twinfield AI Connect is ticked under the + menu before you ask your question. If you work in an Enterprise workspace or a Project, authorise the connector again there, because a connector from your personal account is not carried over automatically.
What can you ask Perplexity about your bookkeeping?
As soon as the connector is active, you can query your Twinfield administration directly. Perplexity looks up the answer in your figures and can, once you agree, also prepare something for you. A few examples:
"Compare my costs for this period with the same period last year."
"Which debtors have the longest outstanding invoices?"
"Give an overview of my turnover per cost centre."
"Create a draft credit note for debtor Z."
So looking up and preparing, with you in control. An action is first prepared as a draft and only processed in Twinfield after your approval. You will find the complete overview of what the connector can do in How does the Twinfield AI Connect connector work?
Is the connector with Perplexity safe?
Your bookkeeping data stays in Twinfield. The authorisation runs through Twinfield itself, so you do not share your password with Perplexity and you can revoke the access whenever you want. You can read more about security and privacy in the general connector article.
Prefer a different AI assistant?
Twinfield AI Connect also works with other assistants. Prefer something else? Have a look at the instructions for Claude, ChatGPT, Microsoft Copilot or Gemini.
Frequently asked questions
Custom connectors work on Perplexity Pro, Max and Enterprise; with a free account you cannot add your own connector. The connector sits at account level, so once you have set it up you have it ready in all your conversations.
Usually the connector is not switched on in that conversation. Check whether Twinfield AI Connect is ticked under the + menu (Connectors and sources) before you ask your question. If it is off, Perplexity retrieves nothing from Twinfield.
Yes, besides looking things up Perplexity can prepare actions, such as a sales transaction or a credit note. These are only processed in Twinfield after you have approved them, so you stay in control.
No. The authorisation runs through Twinfield itself: you log in there and give permission once. Your password does not reach Perplexity and you can revoke access again at any time.
You try the connector free for 30 days. After that you choose a plan that suits your use. Contact us for the current prices.
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