Finance Codex plugins

Publisher full description

…tomer payment follow-up directly from ChatGPT. Review customer accounts, contacts, invoices, credit notes, credit allocations, outstanding balances, overdue receivables, incoming emails, outgoing emails, payment communications, and account tasks in one place. Identify unpaid invoices and silent customers, inspect complete account and communication histories, monitor collection priorities, update customer and billing records, manage cont…

Publisher description

…It replaces spreadsheets and scattered checklists with a single system connected to your GL or ERP: tasks, team assignments, and close status all in one place. Connect it to ChatGPT and you can act on your close without switching apps. Create and reassign tasks, turn meeting notes into action items, and draft status updates for your team or clients, with changes writing back to Double in real time. You control what ChatGPT can read or update in your account. Works with Qu…

Publisher full description

…it without leaving the conversation. Ask about overdue customers, aged debt, open invoices, credit notes, payments and payouts, and collection performance. If you grant write access when connecting, ChatGPT can also log notes and tasks, record promises to pay, pause or resume chasing a customer, set customer risk and assign customer owners. You sign in with your Kolleno login, and ChatGPT only sees the companies and data your…

Publisher description

…a client before a call, list unpaid invoices, and create or update client accounts, contacts, jobs, tasks and notes. Clients of a TaxDome firm can see what their accountant still needs, where their tax return stands and what they owe, fill in the firm's questionnaires and reply to the firm. Everyone signs in…