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Publisher description

…budget in check: review budget performance, analyze spending trends across periods, find recurring expenses, plus access monthly reviews and financial health snapshots. Plan ahead: use PocketSmith's forecasting engine to predict future cashflow and net worth, and manage the budget events that map o… …new category rules, manage files and sync bank feeds. Seamlessly jump to PocketSmith: describe the report you need to see in PocketSmith, and you'll get a deep link to that exact report in PocketSmith. ChatGPT connects to PocketSmith via OAuth - when you connect, you sign in with PocketSmith and ca…

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…h your spending: Find out what you spent on software, subscriptions or a specific vendor, and which expenses grew the most. • Stay on top of your statements: Upload a bank statement right in the chat, check whether it has finished processing, and find missing months. • Clear your review queue: See w… …for you to confirm. Your data stays under your control Your assistant can only see the businesses, reports, transactions and statements available through your ProfitBooks account. It never sees your password or bank login. What to know Nothing changes in your books until you say so. When your assis…

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…ivate classification models your team trained in AMT on its own labelled examples: support tickets, expenses, documents, product photos. It also helps you keep those models accurate. What you can do: - Categorise pasted items, or picture links for a picture model, with your trained model: one catego… …t delete models, files or workspaces. Results, counts, scores, confidence values and plan usage are reported only as StayCharted's tools return them; ChatGPT does not estimate, calculate or fill in any figure, and a confidence is always the model's own. Training rows, examples, labels, file names, l…

Publisher description

…egorisation, invoices, customers, a receipt inbox and document vault, a time tracker, and financial reports. The SuperBooks plugin lets ChatGPT work your books from your own account: list and inspect transactions, fix a category or workflow status, find unpaid or overdue invoices, draft a new invoic… …fit & loss, burn rate, runway, spending by category, revenue, balances, top customers and recurring expenses. Access runs through OAuth 2.1 with PKCE and dynamic client registration; you approve read and write scopes on the consent screen, and a tool whose scope you did not grant is never offered. D…

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…ts the moment - Track tasks and projects with groupable dashboards by week, month, or year - Manage expenses alongside hours in one place - Sign in with Google or Microsoft SSO; provision teams via SCIM/JIT - Export clean timesheets and reports for clients or payroll Good for solo consultants tracking billable hours, agencies invoicing clients, and teams that need a tidy record of where the week went.

Publisher description

…rmation for companies you are authorized to access. List your authorized companies, review revenue, expenses and financial results, and compare reporting periods using natural-language questions. An active Contador Xpress/Xpress BI account and permission to access the selected companies are required. This version provides read-only queries.

Publisher description

…a personal finance app for tracking money across wallets. Through ChatGPT a user can log income and expenses in plain language, add a whole list of them at once, correct or delete an entry they got wrong, and move money between their own wallets as a proper double-entry transfer. It also answers questions about where the money went: totals by category, spending trends, monthly and yearly reports, how each budget is tracking, upcoming subscriptions, progress toward saving goals, and who owes what in the user's debt book. Wallets are created in the ZeniFlow app rather than here, so the…

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…teams to their company data in Granatum Empresarial. Track accounts payable and receivable, income, expenses, due dates, account balances, cash flow and income statements. Investigate the financial entries behind each report. Create, edit or delete financial entries and record payment settlements or reversals in Granatum. Manage installments, recurring and split entries, records of transfers between accounts, peopl…