What it does
Aprilis builds the technical accounting workpapers and memos your reviewers sign off on: revenue recognition under ASC 606, business combinations and purchase accounting under ASC 805, and other technical accounting analyses, built from your own contracts, order forms, amendments, schedules, valuation reports and management responses.
The connector puts the whole Aprilis workflow in your conversation. You upload documents in a panel that appears in the chat, describe the work in your own words, and Aprilis replies through Vee, its engine, with a plan: what it will build, the inputs it read, the open items it needs from you, and what the build uses on your account. When you confirm, Aprilis builds the workpaper and hands back a download link.
[REQUIRES INPUT: ...] instead of inventing a figure. Correct, or loudly incomplete. Never a polished wrong number.Connect Aprilis to Claude
- Add the connector. In Claude, open the connectors directory (Customize, then Connectors) and find Aprilis. If your organization adds connectors by address instead, the connector address is
https://aprilisgo.com/mcp. - Sign in with Aprilis. Claude opens the Aprilis sign-in page. Use the email or User ID and password you use at aprilisgo.com. The page tells you which assistant is asking and what it will be able to do; choose Allow.
- New to Aprilis? Choose Start your free trial on the same page. We email you a link to confirm your address; once confirmed, return to Claude and connect. The trial, plans and credits are the same ones you see in the Aprilis app.
- Start working. Ask Claude for an Aprilis workpaper, or ask it to upload documents to Aprilis, and the upload panel appears in the conversation.
You can disconnect at any time from Claude's connector settings. Aprilis keeps your chats, documents and workpapers in your account, exactly as if you had worked in the app.
Build a workpaper
- Upload. Ask for the work ("Build an ASC 606 contract review from these documents"). Claude opens the Aprilis upload panel; drop in your files and wait for the panel to confirm they are in. Word, PDF, Excel, CSV, text and image files are accepted.
- Describe the work in your own words. Say which file is which: "File 1 is the master agreement, file 2 the order form, file 3 management's responses." Claude passes your words to Aprilis unchanged.
- Review Vee's plan. Aprilis replies with its plan: what it will build, the inputs it read from your documents, the estimates and their basis, the open items, and a final line saying what this build uses (a free trial project, a project in your plan, or a credit). Claude shows it word for word. Ask for changes, add context, or answer the open items; everything you say goes to Aprilis.
- Confirm. Say "proceed". A full workpaper typically takes 5 to 15 minutes. Claude tells you the build has started and reports progress until it is done.
- Download. When the build completes you get a download link for the Excel workbook. Links are valid for 24 hours; the workpaper stays in your Aprilis account, and you can ask for a fresh link any time.
Revisions and follow-ups
Stay in the same conversation. Ask Aprilis questions about the documents or the workpaper, request a revision, or add a document, and it continues the same project. Each Aprilis chat is one piece of work; a new engagement or a different company starts a new one, and Aprilis asks when it is not sure.
Ask and research without documents
You do not need to upload anything to ask Aprilis how a transaction is treated, what a standard requires, or how a position holds up. Ask the question and Claude sends it to Aprilis, which opens a chat and answers. Aprilis's accounting positions follow the firm's rulings; Claude relays them rather than substituting its own analysis, and if you want Claude's own view it will give it, labelled as its own.
What each tool does
Claude uses these tools on your behalf. Read-only tools only look things up; the two tools that change anything send documents or messages into your own Aprilis account and nowhere else.
| Tool | What it does | Access |
|---|---|---|
| upload_documents | Shows the upload panel in the conversation. Your files go straight into an Aprilis chat. | Writes to your account |
| ask_aprilis | Sends your message into an Aprilis chat and returns Vee's reply: a plan, an answer, a revision, or a started build. | Writes to your account |
| build_status | Where a build is: queued, running (current step and elapsed time), complete with a download link, or failed. | Read-only |
| download_link | A 24-hour link to a workpaper Aprilis built for you. | Read-only |
| list_documents | The documents in an Aprilis chat: waiting to be used, and already read. | Read-only |
| list_chats | Your recent Aprilis chats, so you can continue earlier work. | Read-only |
| my_account | Your plan, projects used, credits and trial status, and what each plan covers. | Read-only |
Plans and usage
The connector uses your Aprilis account: the same free trial, plan projects, credits and team pool as the app at aprilisgo.com. Vee's plan always ends by saying what the build will use, and no build starts until you confirm. Prices and purchases are handled in the Aprilis app only; the connector never takes a payment.
Your data
- What is sent to Aprilis: the documents you upload through the panel, the messages you send to Aprilis, and, at sign-in, the account you choose to connect. Everything travels over HTTPS to aprilisgo.com and is stored in your Aprilis account under the same terms as uploads made in the app.
- What Claude receives back: Aprilis's replies, build progress, document and chat listings, your plan status, and download links. Aprilis does not read your Claude conversation, memory or files; it only receives what the tools send.
- Access: signing in creates a connection scoped to your account. It can be ended from Claude's connector settings, and Aprilis can end it on request. Download links expire after 24 hours.
- Policies: the Aprilis Privacy Policy and Terms of Service apply to work done through the connector exactly as they do in the app.
Requirements and limits
- An Aprilis account with its own password. An account that still has a temporary password must sign in at aprilisgo.com first to set one.
- Administrator accounts that use two-step verification must set it up in the app before connecting; the connector then asks for the code at sign-in.
- Accepted files: .docx, .doc, .pdf, .xlsx, .xls, .xlsm, .csv, .tsv, .txt, .md, .png, .jpg. Scanned or photographed pages are read visually.
- A build counts against your account only when it starts; a plan you do not confirm costs nothing.
Support
Email [email protected]. Tell us the Aprilis account you connected with and, for a build, the chat or workpaper name, and we will pick it up from there.