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| Plugin / developer | Category | Follow |
|---|---|---|
Bank Statement ConversionMTTenterprise IncConvert bank statements, invoices, and receipts into accounting-ready files in ChatGPT. Upload PDF, CSV, Excel, OFX, QBO, QFX, MT940, or ... Plugin name Bank Statement Conversion Show in context →2 more matching sourcesPublisher description Convert bank statements, invoices, and receipts into accounting-ready files in ChatGPT. Upload PDF, CSV, Excel, OFX, QBO, QFX, MT940, or CAMT.053 documents and export to CSV, Excel, QuickBooks, OFX, QFX, MT940, CA… Show in context → |
FinanceVersion 1.0.2 | View details → |
BankstatementlyUncommon Goods Lab Pte. Ltd.Convert your bank statements into structured, queryable financial data — transactions, accounts, and balances from any PDF statement, the... Plugin name Bankstatemently Show in context →7 more matching sourcesPublisher capabilities · listing Convert PDF bank statements Export to CSV, Excel, QBO, or Xero List converted statements Categorize transactions Group spending by category, merchant, or month Show in context →Publisher keywords · listing bank statements convert pdf csv excel transactions bookkeeping accounting reconciliation qbo xero Show in context →Publisher description Convert your bank statements into structured, queryable financial data — transactions, accounts, and balances from any PDF statement, then analyze them across every statement you've uploaded. Show in context →Publisher full description Bankstatemently converts PDF bank statements into structured transaction data. Attach a bank statement PDF to get its accounts, balances, and transactions in the chat, or as a CSV, Excel, QBO, or Xero fil… Show in context →Publisher translations · package Convierte extractos bancarios Bankstatemently convierte extractos bancarios en PDF en datos de transacciones estructurados. Adjunta un extracto bancario en PDF para obtener sus cuentas, saldos y transacciones en el chat, o como un arc… Show in context → |
FinanceVersion 0.19.1 | View details → |
Tallyproof Statement ConverterZovoConvert bank and credit card statement PDFs to Excel or CSV, reconciled to the cent. Publisher subtitle Bank statement PDF to XLSX/CSV Show in context →6 more matching sourcesPublisher keywords · listing bank statement converter convert bank statement to excel bank statement pdf to excel bank statement to csv credit card statement to excel pdf to excel reconcile bank statement bank reconciliation quickbook… Show in context →Publisher description Convert bank and credit card statement PDFs to Excel or CSV, reconciled to the cent. Show in context →Publisher full description Convert a bank statement PDF to Excel or CSV and check that it balances to the cent: opening balance + money in - money out = closing balance. Attach a bank or credit card statement (a text PDF from your bank's webs… Show in context →Publisher translations · package …er aufgeht. Hängen Sie einen Konto- oder Kreditkartenauszug an (ein Text-PDF von der Website Ihrer Bank oder deren CSV- bzw. Excel-Export), und Tallyproof liest die einzelnen Buchungen aus: Datum, Beschreibung, Betrag mit Vorzeichen (Ausgaben negativ), laufender Saldo, falls gedruckt, und eine vorg… Show in context → |
FinanceVersion 1.0.2 | View details → |
KontoCSVKontoCSVInspect and convert bank statement PDFs and transaction CSVs into accounting-ready exports using a connected KontoCSV account. Publisher subtitle Bank statements to accounting Show in context →5 more matching sourcesPublisher capabilities · listing Inspect bank statements Prepare accounting conversions Convert with existing credits Track conversion status Download accounting exports Show in context →Publisher description Inspect and convert bank statement PDFs and transaction CSVs into accounting-ready exports using a connected KontoCSV account. Show in context →Publisher full description KontoCSV inspects bank statement PDFs and transaction CSVs, checks document and accounting constraints, and creates supported accounting exports such as standard bank CSV, DATEV, Lexware, Xero and Exact Online. The plugin u… Show in context →Publisher translations · package …e non avvia acquisti o pagamenti in ChatGPT. Afschriften naar boekhouding KontoCSV controleert PDF-bankafschriften en transactie-CSV's en maakt ondersteunde boekhoudexports. De plugin gebruikt alleen bestaande KontoCSV-credits en start geen aankoop of checkout binnen ChatGPT. Show in context → |
FinanceVersion 1.0.0 | View details → |
BizdiversBizdivers LLCAsk about your books, prepare month-end close, and stage changes you confirm in Bizdivers. Publisher capabilities · listing Read bills, invoices and payments Review bank transactions and reconciliation Read financial statements and aging reports Prepare month-end close Stage changes for confirmation in Bizdivers Show in context →3 more matching sourcesPublisher full description …re month-end close without leaving the chat. Bizdivers is accounting software for small businesses: bank feeds, bills from vendors, invoices to customers, payments, the general ledger and month-end close. This plugin lets ChatGPT work with your own company's books. Ask what is blocking this month's… …h bills await approval and what you owe each vendor, and review aging, cash forecasts and financial statements. You can hand Bizdivers documents, which land in your Inbox as drafts for a person to review. Changes are staged, never committed: you get a link to review each one in Bizdivers and nothing… Show in context →Publisher keywords · listing accounting bookkeeping accounts payable accounts receivable bank reconciliation month-end close Show in context → |
FinanceVersion 1.0.3 | View details → |
Formula GeniusDEXIUM LABS LLCCreate and review spreadsheet formulas, SQL, automation scripts, and bank statement Excel exports (Beta). Publisher capabilities · listing …Draft reconciliation formulas for described tables Draft SQL, regex, and spreadsheet scripts Review bank statement PDFs for Excel export (Beta) Show in context →3 more matching sourcesPublisher description Create and review spreadsheet formulas, SQL, automation scripts, and bank statement Excel exports (Beta). Show in context →Publisher full description …application versions, reconciliation formulas, and reviewable automation drafts. Convert supported bank statement PDFs to Excel in a private review workspace (Beta): choose local text extraction or explicitly consent to AI vision for an English, single-account checking statement up to 3 MiB, 3 pages, an… Show in context → |
ProductivityVersion 1.3.0 | View details → |
RelayRelay FinancialAsk ChatGPT about your Relay business banking — balances, transactions, and card spend across every account, in plain language. Publisher keywords · listing business banking balances transactions statements Show in context →4 more matching sourcesPublisher full description Relay is the business banking and money management platform built for small business owners and the accountants who support them. This connector gives ChatGPT read-only access to your Relay data, so you can ask about your… …re transactions across any period — month over month, by account, or by vendor • Find which monthly statements are available and get a secure download link for the PDF you need • Work across multiple businesses, if you have access to more than one Relay organization Relay is built around keeping mon… Show in context →Publisher capabilities · listing …pare transactions across any period — month over month, by account, or by vendor Find which monthly statements are available and get a secure download link for the PDF you need Work across multiple businesses, if you have access to more than one Relay organization Show in context →Publisher description Ask ChatGPT about your Relay business banking — balances, transactions, and card spend across every account, in plain language. Show in context → |
ProductivityVersion 1.0.0 | View details → |
MoniaryMoniaryConnect ChatGPT to your accounting in Moniary. Publisher capabilities · listing …ustomer owes Prepare, issue and e-mail invoices; create credit notes; send payment reminders Review bank transactions and match them to invoices Mark documents as paid, checked or with a new workflow status Look up companies by name or VAT ID Manage suppliers, customers and document tags Preview VAT return, control statement and EC sales list Convert currencies and check the workspace credit balance Show in context →1 more matching sourcesPublisher full description …Open document details, look up companies, and with your approval issue or email an invoice, match a bank payment, mark something paid, or add a tag. Show in context → |
FinanceVersion 1.0.0 | View details → |
ProfitBooksDocytAsk about your business and get answers from your ProfitBooks books: profit, spending, statements and your review queue, with changes onl... Publisher capabilities · listing Read profit and loss, balance sheet and cash flow Search bank transactions Check bank statement status Upload a bank statement Propose categories and verification (you confirm) Save notes on transactions Show in context →3 more matching sourcesPublisher keywords · listing accounting bookkeeping bank statements profit and loss small business Show in context →Publisher full description Ask about your business. Get answers from your books. ProfitBooks does your bookkeeping from your bank statements — upload the PDFs and it reads, categorizes and keeps your books current. Connect it to your AI assistant and ask the questions you'd ask a bookkeeper sitting next to you, whenever you want… Show in context →Publisher description Ask about your business and get answers from your ProfitBooks books: profit, spending, statements and your review queue, with changes only after you confirm. Show in context → |
FinanceVersion 1.0.0 | View details → |
Tanod DocumentsTanod LabsPDF and Office document tools: extract text and tables, OCR, convert between PDF, Word, Excel and PowerPoint, and edit PDFs. Publisher capabilities · listing Convert PDF to Word and Office files to PDF Bank statement PDFs to CSV, Excel, OFX or QIF Tables from PDFs to CSV or Excel Merge, split, rotate, compress and watermark PDFs Fill PDF forms and DOCX templates OCR scanned PDFs and images Show in context →1 more matching sourcesPublisher full description …l or PowerPoint to PDF, HTML to PDF, images to PDF, PDF to images. Extract: tables to CSV or Excel, bank statement PDFs to transactions (CSV, Excel, OFX, QIF), any Office or PDF file to Markdown, Excel to JSON, OCR for scanned PDFs and images. Edit PDFs: merge, split, reorder, rotate, crop, resize, compr… Show in context → |
ProductivityVersion 1.0.3 | View details → |
TickenderALDY tech and development s.r.o.Read-only access for event organizers to their Tickender organization: events, ticket sales, orders, attendees, check-ins, statements and... Publisher capabilities · listing …admissions over time Live admitted and sold counts during an event Monthly and per-event financial statements Commission invoices and payouts to your bank account Customers and the marketing consents they gave your organization Show in context →2 more matching sourcesPublisher full description …ed versus sold, no-shows, admissions per 15 minutes, live counts during the event. - Money: monthly statements, the statement of one event, commission invoices and payouts to your bank account. - Your audience: customers who bought from you and the marketing consents they gave you. Who it is for: organizers of concerts, clubs, festivals, theatre, conferences and workshops who s… Show in context →Publisher description …ent organizers to their Tickender organization: events, ticket sales, orders, attendees, check-ins, statements and payouts. Remote MCP server with OAuth sign-in. Show in context → |
Business & OperationsVersion 1.0.1 | View details → |
Wealth TrackerDigital Front LLPTrack your net worth and its full daily history across cash, investments, crypto, property and debts, keep balances and statements up to ... Publisher capabilities · listing …e earned List holdings that need an update Record balances, trades, income and fees Sync an account statement or screenshot Undo a change within 30 days Set update reminder periods Read spending, transactions and subscriptions from connected banks Categorise bank transactions Refresh or disconnect a connected bank Manage workspaces and their members Show in context →2 more matching sourcesPublisher description …and its full daily history across cash, investments, crypto, property and debts, keep balances and statements up to date, and review spending from banks connected in Wealth Tracker. Show in context →Publisher full description …n update. - Record a balance, a buy or sell you already made, interest or a fee, or a whole account statement or screenshot at once. Every change can be previewed first, returns a receipt, and can be undone within 30 days. - Hold any of about 30 currencies and the main cryptocurrencies, converted da… …for example for a client or a family member, and manage who can see each one. - If you connected a bank in the Wealth Tracker app: see spending and income by category, merchant and period, search and annotate transactions, review subscriptions and other recurring payments, recategorise transactions… Show in context → |
FinanceVersion 1.0.5 | View details → |
WalleKEmrah Kahvecioglu Publisher description …curring bills and mark them paid, follow loan installments and salary records, and read an uploaded bank or card statement and turn it into ledger entries for the user to approve. It works in multiple currencies. Every write goes to the signed-in user's own ledger only. Show in context →1 more matching sources |
FinanceVersion 1.0.1 | View details → |
AccountsOSTHRIVE VENTURE LABS LTDAccountsOS is an AI accountant. Ask Finn about your books in plain English, and set up your business and add bank statements right here i... Publisher keywords · listing …t bookkeeping bookkeeper tax VAT Making Tax Digital corporation tax self assessment Companies House bank statements receipts invoices expenses profit and loss cash flow payroll small business sole trader limited company founder accountancy practice Show in context →2 more matching sourcesPublisher description …S is an AI accountant. Ask Finn about your books in plain English, and set up your business and add bank statements right here in the chat. Show in context →Publisher full description …mpanies House deadlines. New to AccountsOS? Finn sets up your business in the chat and reads in the bank statements, receipts and invoices you attach. Accountancy practices can ask across their whole client book. Finn never files a return or makes a payment from ChatGPT. Show in context → |
FinanceVersion 0.5.0 | View details → |
Better Analyst PDF to ExcelBetter AnalystConvert PDFs such as bank statements, invoices, and reports into clean Excel workbooks with Better Analyst AI Extract. Publisher keywords · listing pdf excel xlsx bank statement invoice table extraction Show in context →2 more matching sourcesPublisher description Convert PDFs such as bank statements, invoices, and reports into clean Excel workbooks with Better Analyst AI Extract. Show in context →Publisher full description …get back an Excel workbook. Better Analyst AI Extract pulls the rows and columns you ask for out of bank statements, invoices, receipts, and reports, and shows a preview right in the chat. Show in context → |
ProductivityVersion 1.0.1 | View details → |
SaffLenouarRead the results already extracted in your Saff workspace: tables, rows, extracted values with confidence and evidence, correction histor... Publisher keywords · listing pdf to excel document extraction invoices bank statements ocr arabic Show in context →1 more matching sourcesPublisher full description Saff turns PDFs, scans and photographs (invoices, bank statements, delivery notes, receipts) into tables with the columns you define, in English and Arabic. This plugin lets ChatGPT read the results already in your Saff workspace: the tables you approve,… Show in context → |
ProductivityVersion 1.0.3 | View details → |
Zovo PDF to SpreadsheetZovoTurn the tables in a text PDF into a real Excel workbook and CSV files. Publisher keywords · listing pdf to excel convert pdf to excel pdf table to excel pdf to csv extract table from pdf pdf to xlsx bank statement pdf to excel pdf to spreadsheet convert pdf to excel free copy table from pdf Show in context →2 more matching sourcesPublisher full description …d real XLSX files that open in Excel: Zovo PDF to Spreadsheet reads the tables in a text-based PDF (bank statements, invoices, product lists, reports) and returns one Excel sheet per table plus a ZIP of CSV files. Numbers within spreadsheet precision stay numeric; higher-precision values remain text with… Show in context →Publisher translations · package …(jedno arkusze na tabelę) oraz plików CSV. Wtyczka odczytuje tabele w tekstowym pliku PDF (wyciągi bankowe, faktury, cenniki, raporty), rozpoznaje typy kolumn i pokazuje podgląd pierwszych wierszy. Liczby pozostają liczbami, daty stają się datami Excel w formacie amerykańskim, a nagłówek powtarzany… Show in context → |
Data & AnalyticsVersion 1.0.0 | View details → |
CuentixCuentix Publisher full description …to ChatGPT to ask about your company's stored facturas (CFDI), accounts payable and receivable, and bank movements, with links back to the source records in Cuentix. Built for business owners and their contadores. When you connect, you choose which company ChatGPT can read. Answers keep each currenc… …name already stored on the factura. When Libro is enabled, it is four read-only reports: the income statement and balance sheet, the balanza, account movements, and one póliza. Show in context →2 more matching sourcesPublisher capabilities · listing Read stored facturas Read CXP/CXC balances Read visible bank evidence Show in context →Publisher description Read stored facturas, CXP/CXC and visible bank evidence from your connected Cuentix company. Show in context → |
FinanceVersion 0.1.3 | View details → |
DaffyDaffy Charitable Fund Publisher full description …giving history. Pull up donations by year or charity, review your contributions, and export a fund statement as CSV for tax time. • Give in the moment. Say "give $100 to the local food bank" and Daffy recommends the donation from your fund to that charity. ChatGPT confirms the charity and amount before anything happens, and you can cancel a donation until it's paid out. • Find the r… Show in context →1 more matching sourcesPublisher capabilities · listing Search charities Read fund activity Export statements Make donations Cancel eligible donations Show in context → |
FinanceVersion 1.0.2 | View details → |
InfolegaleInfolegale Publisher full description …'s legal identity, establishments, executives, shareholders and subsidiaries. - See which financial statements are available, with their closing dates and types. - Assess solvency with the Infolegale score, the recommended credit limit and payment-term indicators. - Check fraud indicators, cyber ris… …o your own monitoring portfolios. It cannot change official registries, file declarations or access bank accounts. Scores and indicators are decision-support information provided by Infolegale and should be reviewed alongside your own analysis. Show in context →2 more matching sourcesPublisher capabilities · listing …tity and establishments Retrieve executives, shareholders and subsidiaries List available financial statements Retrieve solvency score and recommended credit limit Retrieve fraud and cyber risk indicators Retrieve KYC and Sapin II screening results List and update monitoring portfolios Show in context →Publisher description …n and third-party risk indicators from Infolegale: legal identity, executives, ownership, financial statements, solvency, fraud, cyber, KYC and monitoring portfolios. Show in context → |
Business & OperationsVersion 1.0.0 | View details → |
MagnosMagnos AI Inc. Publisher full description Magnos turns your exported trial balances, ledgers, bank statements, budgets, CRM and subscription files into reviewed results: a month-end close review, a bank reconciliation that ties out, budget against actual with the lines that explain the gap, an Exce… Show in context →2 more matching sourcesPublisher capabilities · listing Close review Bank reconciliation Budget variance Excel model review SaaS metrics Data profiling Board pack HTML pages Show in context →Publisher description Finance workflows on your own exported files: close review, bank reconciliation, budget variance, Excel model review, SaaS metrics, data profiling, board pack and HTML pages. Every figure is computed in code and checked against the files. No account needed. Show in context → |
FinanceVersion 0.1.0 | View details → |
WorthbaseArigato Consulting Pty Ltd Publisher full description …base account to track shares, crypto, super, property, cash and loans, priced daily. Give ChatGPT a statement and it records it for you: you see a preview card and save it with one click, and every change can be undone. Open the dashboard from the sidebar for your net worth, its trend, holdings and… …we own, person by person - Our home was valued at $1.85M today. Update it. Worthbase never asks for bank or broker logins. Show in context →1 more matching sourcesPublisher capabilities · listing …of net worth, its trend, holdings and goals, also in the sidebar Import broker, exchange and super statements with a preview card before saving Net worth for the household or one person, by asset class and owner Performance, total return and XIRR over time Gain or loss on each holding, and simulate… Show in context → |
FinanceVersion 1.0.2 | View details → |
bakuChester LeungManage the statement credits and perks on the credit cards you hold: see what is left on each credit and the last day to use it, record a... Publisher keywords · listing credit cards card credits statement credits card benefits personal finance Show in context →2 more matching sourcesPublisher description Manage the statement credits and perks on the credit cards you hold: see what is left on each credit and the last day to use it, record a credit as used, and undo an entry. Show in context →Publisher full description …that was recorded by mistake. What it can reach is deliberately narrow. baku never connects to your bank or card accounts and holds no card numbers, credentials, or transactions; it knows which cards you hold and what you have recorded. A connected assistant can read your credits and record or undo… Show in context → |
FinanceVersion 1.0.0 | View details → |
FinometrFINOMETR LTD Publisher description …, transactions, the forecast, budgets and a daily brief — and let it add accounts, transactions and bank statements. Show in context →2 more matching sourcesPublisher full description Finometr shows the cash flow of your business units from your bank accounts and manual accounts. Ask for a daily brief, balances, transactions, planned payments, the cash-flow forecast with the day your cash goes below its threshold, and spending against the mon… …ual account, manual or planned transactions, a business unit or a month's target, and import a bank statement you share. It never moves money and never deletes anything; bank connections are made in the Finometr app. Show in context →Publisher keywords · listing cash-flow-forecast cash-gap-alerts budget-vs-actual planned-payments daily-brief open-banking sme-finance Show in context → |
FinanceVersion 0.1.1 | View details → |
VibooksBlock Software Inc. Publisher full description …ookkeeping software for small businesses and bookkeeping firms. Turn receipts, bills, invoices, and bank or card statements into source-linked, reviewable records. Record transactions through proper workflows, reconcile accounts, independently review entries, and prepare for month end. Books stay on your device… Show in context →1 more matching sourcesPublisher keywords · listing vibooks bookkeeping small-business receipts invoices bills bank-reconciliation month-end accounting local-first ai-agent Show in context → |
FinanceVersion 0.7.0 | View details → |
Belgian Annual AccountsOutlin BV Publisher description Annual accounts filed with the National Bank of Belgium, as structured JSON with the official rubric codes and labels in Dutch, French, German or English. Look up a Belgian company by name, fetch its balance sheet, income statement, social balance sheet and notes. Show in context → |
FinanceVersion 1.0.0 | View details → |
Credit CompassThe Credit Compass Publisher full description Compare interest rates from India's major banks, see the rate you are likely to get, and find out what a loan will really cost you before you sign. Use Credit Compass whenever you are planning, comparing or already paying a home, personal, ca… …take-home pay, with stress tests if rates rise • Offer check: share a sanction letter or Key Facts Statement to spot hidden charges and RBI rule breaches, or compare several offers by total cost • Loans you already have: what an RBI repo rate change does to your EMI, whether to switch lenders, ask… Show in context →1 more matching sourcesPublisher description Interest rates, EMI and true loan cost for Indian borrowers: current bank rates, the rate you are likely to get, affordability, offer and KFS audits against RBI rules, repo rate impact, refinancing, government schemes and study-abroad loans. Show in context → |
FinanceVersion 1.0.3 | View details → |
Dados B3Lemon Tech (Dados B3) Publisher full description …s fundamentals and market statistics for the ~450 companies listed on B3 (Brazil's stock exchange), banks and insurers included, from 2010 to today, plus real estate funds (FIIs), market indices, ETFs, BDRs and public data that moves listed sectors. Every figure carries its source (for company numbe… …), point-in-time valuation multiples (P/E, P/B, EV/EBITDA) and the standardized annual or quarterly statements. - Real estate funds (FIIs): the profile of any fund (P/B history, 12-month yield, distributions, vacancy) and rankings by P/B and yield. - Ready-made dated lists (highest dividend yield, P… Show in context → |
FinanceVersion 1.0.3 | View details → |
DibslyDibsly Publisher full description …income and transfers ("coffee 4.50"), record or discard the drafts Dibsly caught from Apple Pay and bank notifications, edit, move or delete operations and transfers, import a bank statement from a PDF, CSV or screenshot, set the month's limits, add, pause or mark paid calendar payments, create and order goals, create, rename, merge or delete categories and accounts, choose a br… Show in context → |
FinanceVersion 1.1.0 | View details → |
FGO.roi-Tom Solutions Publisher description …-Factura status; mark invoices as paid or unpaid; review customers, suppliers, overdue receivables, bank balances, sales, purchases, and trial balances; check the company's public ANAF financial indicators; and generate private PDF archives and partner statements. Show in context → |
FinanceVersion 1.3.8 | View details → |
Hypothèques en ligneEncelade Conseil Publisher description …s (état hypothécaire), property deed copies, condominium regulations (RDC) and descriptive division statements (EDD). The app quotes the public price of each service, simulates prices across subscription tiers, and guides you to the right service for your profession — lawyer, bank, credit broker, property manager or real-estate agent. It also searches the Hypothèques en ligne guides to answer your questions on mortgages, the land registry and property documents, then provi… Show in context → |
ProductivityVersion 1.0.1 | View details → |
ImmoFlussFinn Jung (ImmoFluss) Publisher full description …- Check incoming rent for a month, see who is behind and draft a friendly payment reminder - Search bank transactions, expenses and pending receipts; upload a receipt and book it as an expense - Prepare the annual utility cost statement (Nebenkostenabrechnung) from the property manager's statement, including a PDF - Get upcoming deadlines, tax summaries for the German Anlage V and current mortgage rates - Create or update p… Show in context → |
FinanceVersion 1.0.1 | View details → |
invoisoinvoiso Publisher full description …expenses and supplier bills, see what customers owe and what you owe suppliers, match payments and bank statement lines, manage contacts, products and stock, and ask for reports such as revenue, overdue invoices or VAT. Sign in with your invoiso account; the workspace you choose there is the one ChatGPT… Show in context → |
FinanceVersion 0.1.4 | View details → |
LayerzLayerz Publisher full description …r any period. - Build a new model from a description or from a template (SaaS, business plan, three statements). - Update assumptions and formulas, and see the impact on revenue, EBITDA, cash or any output. - Work on scenarios as branches, compare them, and review the version history of each line. -… …ades or give investment advice. It only reads and edits the models of the signed-in Layerz account. Bank and accounting connections, when the user sets them up in Layerz, are read-only imports of actuals. Show in context → |
FinanceVersion 1.0.2 | View details → |
LedgerBooksTC Systems NY Corp. Publisher full description …es and payments, post journal entries, add customers, vendors, items and jobs. Categorize and match bank transactions, read a bank statement and reconcile an account to $0.00, and run health checks that find duplicates and explain an account that doesn't look right. Built for trust: each connection is pinned to one company you ch… Show in context →1 more matching sourcesPublisher description …y accounting for small businesses. Ask about your numbers, enter invoices and bills, categorize the bank feed and reconcile accounts, right from ChatGPT. Show in context → |
FinanceVersion 1.0.0 | View details → |
MonthweKunho Lim Publisher full description …s. Search transactions by month, description, category, account or signed amount. Preview extracted statement rows and duplicate warnings, then import only after you explicitly approve the preview. Compare a one-off expense or changed budget items without saving the scenario. Requires a Monthwe acco… …hat household. The MCP connection does not access email accounts or raw statement files, connect to banks, retrieve bank balances, make payments, or automatically edit budgets. Show in context →1 more matching sourcesPublisher description Connect Monthwe to review a monthly budget, find recorded transactions, preview and confirm statement imports, and compare budget scenarios without saving changes. Show in context → |
FinanceVersion 0.1.6 | View details → |