Charles Fox

Using AI and your data - Bi4 MCP Server

1. Works With
2. Working with AI - Claude, Chat GPT

You can use ChatGPT, Claude and other AI assistants to process, transform and analyse data. You can put that data into then by dropping in a spreadsheet or PDF but there is a more streamlined way -...

• Edited November 12, 2026 03:16
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Connecting Bi4 MCP to ChatGPT

1. Works With
2. Working with AI - Claude, Chat GPT

The following instructions install Bi4 MCP on ChatGPT. 1/ Open and browser, type ChatGPT.com and login. Then access Plugins and select Add Custom MCP Server2/ Enter a name for the MCP Server eg Bi4...

• Edited November 12, 2026 02:48
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Connecting Bi4 MCP to Claude

1. Works With
2. Working with AI - Claude, Chat GPT

The following instructions install Bi4 MCP on Claude. The screenshots are Claude Desktop install and Clause Browser is similar 1/ Open Claude Desktop, and access Settings:2/ Click on the Customize ...

• Edited November 12, 2026 01:48
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Setup workflows and navigating reports

1. Become an Expert
2. Advanced Tips & Tricks

In Bi4Cloud reports are contained with workbooks with each workbooks having similar focus areas like Profit & Loss, Sales, Receivables, Inventory, Payables and so on.While it useful to keep similar...

• Edited November 03, 2026 23:15
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Search in Filters

1. Dashboards
2. WorkBooks

New filter functionality has been introduced in Oct 2026 Bi4 Release. to allow advanced searching in filters which improves working with large data sets in filters.As background  existing functiona...

• Edited October 28, 2026 20:47
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October 2026 Release Notes

1. Technical FAQ
2. Release Notes

Summary This is the latest features and release notes for Bi4Cloud build available 24 October 2026 Rapid Sync - see article Filter enhancement - see article    Profit and Loss with EBITDA - see a...

• Edited October 25, 2026 10:26
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MYOB AccountRight Urgent Action Required

1. Become an Expert
2. Advanced Tips & Tricks

You use MYOB AccountRight and Bi4Cloud.You need to re-authenticate each company connected to continue for the data to sync to Bi4Cloud.Please follow these instructions for re-authentication Re-Auth...

• Edited September 01, 2026 02:49
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Commercial Divisional Reporting with BI4Cloud

1. Become an Expert
2. Divisional Reporting

Bi4Cloud help-centre guide for finance and operational reporting Purpose: Use BI4Cloud to report and budget across companies, branches, projects, jobs, locations, service lines and other commercial...

• Edited August 31, 2026 08:33
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NFP Divisional Reporting with BI4Cloud

1. Become an Expert
2. Problems we solve

Bi4Cloud help-centre guide for finance, program and ministry reportingPurpose: Use BI4Cloud to report and budget across entities, programs, ministries, grants, projects, locations, services and fun...

• Edited August 31, 2026 13:39
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Divisional Budgets with Balance Sheet Accounts

1. Become an Expert
2. Divisional Reporting

Typically Divisional Budget will implement a "division" using Jobs, Classes, Tracking Categories and the Income and Expense Activities will be budgeted to Profit and Loss Accounts.These budget are ...

• Edited July 06, 2026 08:06
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