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InvoiceSonicDYLLAN VER VOSLOO Publisher description Use your connected InvoiceSonic account to find existing clients, read business defaults, preview invoice totals, save draft invoices, and open PDF download links. Your normal InvoiceSonic plan limits apply. Review draft details before saving. Download links require you to sign in to InvoiceSonic. This integration cannot email invoices, take payments, delete invoices, or enable reminders. Show in context →3 more matching sources |
Business & OperationsVersion 1.0.0 | View details → |
BROSH CRMBROSHBROSH CRM with seven AI employee skills for sales, support, marketing, prospecting, ranked owner leads, content, and CRM administration a... Publisher capabilities · listing …om objects, fields and settings CRM view and menu settings Projects, tasks and milestones Meetings, reminders and follow-ups Quotes, invoices and line items Documents and e-signature workflows Support tickets and knowledge-base answers Campaigns and customer nurturing AI SDR and personalized sales outreach State-by-state B2B prospe… Show in context →2 more matching sourcesPublisher full description …ess records, analyze data, and prepare summaries and reports. Create and update CRM records, manage reminders, and run supported business workflows directly from your AI assistant. Work with custom objects, fields, and available settings to fit your business process. Keep Business Operations Connect… …ngs, renewals, reminders, and customer follow-ups. Work with document templates, contracts, quotes, invoice records, line items, and available document-generation and e-signature workflows. Deliver Better Customer Service Review support tickets alongside customer history and previous resolutions. Us… Show in context → |
Business & OperationsVersion 1.3.6 | View details → |
Make AppAI Research PlusMake App helps you turn an idea into a working app, with no coding. It plans your app, gives ready-made starting points for common kinds ... Publisher keywords · listing make app create app with ai ios app maker app landing page launch an app plan an app start an app how to design an app how to launch an app how to plan an app make an app for free make an app fast how to m… …create an inventory app with ai make an inventory app without coding ai inventory app maker make an invoice app design an invoice app launch an invoice app how to make an invoice app how to create an invoice app invoice app maker invoice app creator invoice app generator invoice app ideas invoice ap… …ty planning app with ai make a party planning app without coding ai party planning app maker make a reminder app create a reminder app design a reminder app launch a reminder app how to make a reminder app how to create a reminder app reminder app maker reminder app creator reminder app generator re… Show in context →7 more matching sourcesPublisher capabilities · listing Turn an app idea into a clear plan Start from ready-made app types Plan screens and features Suggest app names and a look Make clickable prototypes Write and check store listings Prepare your launch Open your… Show in context →Publisher keywords · package make app create app with ai ios app maker app landing page launch an app plan an app start an app how to design an app how to launch an app how to plan an app make an app for free make an app fast how to m… Show in context →Publisher description Make App helps you turn an idea into a working app, with no coding. It plans your app, gives ready-made starting points for common kinds of apps, maps its screens and features, suggests names and a look, m… Show in context →Publisher full description Make App helps you turn an idea into a working app by chat, with no coding: it plans the app, its screens and its store listing, and when you want it built, it prepares a personalized build link after 5 qu… Show in context → |
Developer ToolsVersion 1.1.2 | View details → |
Mobile App & Website BuilderAI Research PlusApp Builder turns your app idea into something you can start building today. Answer 5 quick questions and it prepares a personalized link... Publisher keywords · listing app builder ai app builder ai app builder no code website and app builder mobile app builder web app builder iphone app builder android app builder no code app builder build an app with ai ai website… …plicaciones ai web app generator productivity app notes app creare un app journal app inventory app invoice app customer portal aplikasi untuk bisnis membership app loyalty app uygulama nasıl yapılır subscription app app bouwen ecommerce app ai app maker for iphone วิธีสร้างแอป shopping app restaura… …len mood tracker app 怎么做app mobile app kaise banaye baby tracker app app prototype maker medication reminder app criador de aplicativos reminder app app bán hàng calendar app generador de aplicaciones con ia สร้างแอปด้วย ai time tracker app creare applicazioni pomodoro app membuat aplikasi absensi s… Show in context →7 more matching sourcesPublisher capabilities · listing Start your app from 5 quick questions Open your app brief in an app builder Write working web and mobile app code Plan screens, features and data Write onboarding, sign-up and paywall copy Check web pages for SE… Show in context →Publisher keywords · package app builder ai app builder ai app builder no code website and app builder mobile app builder web app builder iphone app builder android app builder no code app builder build an app with ai ai website… Show in context →Publisher description App Builder turns your app idea into something you can start building today. Answer 5 quick questions and it prepares a personalized link that opens an online app builder with your app ready to build:… Show in context →Publisher full description App Builder helps you go from an app idea to a working app by chat. Answer 5 quick questions about your idea and it prepares a personalized link that opens an online app builder with your app ready to… Show in context → |
Developer ToolsVersion 2.4.3 | View details → |
MoniaryMoniaryConnect ChatGPT to your accounting in Moniary. Publisher capabilities · listing Search received invoices, receipts and credit notes Show invoice details with line items, VAT and payment terms List documents that need attention or are overdue Summarize spending by supplier or category Run read-on… …s and what each customer 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… Show in context →3 more matching sourcesPublisher full description Ask about invoices, suppliers, spending, and receivables in your Moniary workspace. 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 → |
SmartFlowHUGO GEBEL Publisher full description …gs its client portal into the conversation, so the work between a service provider and its clients happens in the conversation instead of in a browser tab. Clients read their project board stage by stage, see what is waiting on them, declare it done or ask about it, read and download their documents and invoices, tell their provider an invoice was paid, read announcements, raise requests, message their provider and search their conversations, manage who in their organization has access, ask for a cha… …(including a file shared in the conversation) and signature requests, draft invoices, publication, reminders and payments, recurring billing contracts with their rates, the e-mails sent and scheduled, meetings, announcements, client requests, messages and saved replies, logged time, workspace setti… Show in context →6 more matching sourcesPublisher capabilities · listing …teams Build projects, stages and tasks Upload documents, request signatures Draft, publish and send invoices Download invoice PDFs and document files Set up recurring billing Schedule meetings Read and send messages Search conversations and discuss board items Publish announcements Handle client req… Show in context →Publisher keywords · listing smartflow client-portal projects invoices recurring-billing mcp Show in context →Publisher description Run a SmartFlow client portal from the conversation: projects, boards, client actions, documents, invoices, recurring billing, meetings, messages and team access, through the SmartFlow MCP server. Show in context →Publisher translations · package …l agit avec les droits du compte SmartFlow connecté. Le rôle et le périmètre sont vérifiés à chaque appel sur les données elles-mêmes, jamais d'après ce que le modèle demande. Un client ne voit jamais une autre organisation, ni ce que le prestataire a marqué comme interne ou laissé en brouillon. Les… Show in context → |
Business & OperationsVersion 1.3.0 | View details → |
bimetricsbimetrics GmbHAccounting and e-invoicing in chat: create invoices and quotes, upload receipts, track receivables and prepare payment reminders. Publisher capabilities · listing Find receipts, bank transactions, contacts and prepared bookings Check outstanding invoices and payment matches Create and edit contacts, invoice drafts, quotes and order confirmations Create and preview ZUGFeRD/Factur-X and XRechnung e-invoices View invoice drafts interactively while making changes in chat Prepare payment reminders, invoice corrections and recurring invoice drafts Record refund and credit-offset information without moving money Upload receipts where file transfer is supported, or open the app upload Match payments and correct supported receipt fields Check month-end readiness before a DATEV export Show in context →4 more matching sourcesPublisher description Accounting and e-invoicing in chat: create invoices and quotes, upload receipts, track receivables and prepare payment reminders. Show in context →Publisher full description …businesses. Connect bimetrics to ChatGPT to find receipts and bank transactions, check outstanding invoices and prepare month-end before a DATEV export. With write access, manage contacts and create invoices, quotes and order confirmations. Create ZUGFeRD/Factur-X or XRechnung e-invoices, prepare payment reminders, invoice corrections and recurring invoice drafts. For invoice drafts, use the interactive view to see changes made in chat and inspect the preview. Upload receipts as PDF, JPEG, PNG or e-in… Show in context →Publisher keywords · listing …laden offene posten zahlungsabgleich DATEV accounting invoicing e-invoicing receipts quotes payment reminders Show in context → |
FinanceVersion 1.2.0 | View details → |
ToolMatchHIẾU QUANG LEDescribe a task or problem to find relevant ChatGPT apps from a curated catalog. Each result explains why it fits and highlights importan... Publisher keywords · listing app finder ai app finder find an app for find the right app find me an app app recommendation recommend an app find the right tool find me a tool find an ai tool best ai apps best ai tools best apps f… …s is there an app to make charts which app can make charts best app for making charts app to create invoices is there an app to create invoices which app can create invoices best app for creating invoices invoice creation app invoice creation tool find an app for tracking expenses app to track expen… …ge my client projects is there an app that tracks time for freelance work what app can send payment reminders to clients which app can build a quiz for my team what app can clean up background noise in a recording which app can edit a podcast episode what app can generate hashtags for my posts is th… Show in context →4 more matching sourcesPublisher keywords · package app finder ai app finder find an app for find the right app find me an app app recommendation recommend an app find the right tool find me a tool find an ai tool best ai apps best ai tools best apps f… Show in context →Publisher description Describe a task or problem to find relevant ChatGPT apps from a curated catalog. Each result explains why it fits and highlights important limitations. ToolMatch links to app pages in ChatGPT, requires no login, and does not sell products or process pa… Show in context → |
ProductivityVersion 1.0.5 | View details → |
BillabexBillabex Publisher full description Billabex is an AI-powered accounts receivable and invoice collection platform that helps finance teams manage customer payment follow-up directly from ChatGPT. Review customer accounts, contacts, invoices, credit notes, credit allocations, outstandin… …priorities, update customer and billing records, manage contacts, pause or resume automated payment reminders, respond to tasks raised by the AI agent, prepare scheduled communications, and send personalized payment reminder emails. Billabex centralizes receivables management, customer communication… Show in context →3 more matching sourcesPublisher description Manage customer receivables, invoices, communications, and payment follow-up tasks from ChatGPT. Show in context → |
FinanceVersion 2.0.3 | View details → |
CRM ConnectorCRM ConnectorThe integration hub for your CRM, field service and accounting apps, in two parts: AI agents that read, change and automate the records o... Publisher keywords · listing …accounting integration accounting integrations field service integration field service integrations app integration app integrations integration hub connector connectors connect apps crm sync data sync contact sync invoice sync two way sync sync apps invoices gohighlevel highlevel ghl go high level quickbooks quickbooks online xero jobber hubspot pipedrive salesforce zoho zoho crm zoho books keap infusionsoft ac… …books ai agent bookkeeping invoicing quotes estimates deals leads contacts pipeline tasks follow up reminders reporting scheduling appointments jobs agency sub-accounts sales sales crm field service management lead management customer management gohighlevel ai hubspot ai quickbooks ai xero ai zoho a… Show in context →4 more matching sourcesPublisher keywords · package …accounting integration accounting integrations field service integration field service integrations app integration app integrations integration hub connector connectors connect apps crm sync data sync contact sync invoice sync two way sync sync apps invoices gohighlevel highlevel ghl go high level quickbooks quickbooks online xero jobber hubspot pipedrive salesforce zoho zoho crm zoho books keap infusionsoft ac… …books ai agent bookkeeping invoicing quotes estimates deals leads contacts pipeline tasks follow up reminders reporting scheduling appointments jobs agency sub-accounts sales sales crm field service management lead management Show in context →Publisher full description The integration hub for your CRM, field service and accounting apps. One plugin, two separate parts: AI agents that work with the records of one of your systems right in the chat, and integrations that keep two of your systems in sync. It connects the CRM, field… …right in the chat. Part 1. AI Agents inside one system Ask ChatGPT about your own customers, deals, invoices and quotes, and let it do the work in that system for you. Ask what an agent can do in your system without an account, plan it in the chat, and finish it in CRM Connector, where you sign in t… Show in context →Publisher capabilities · listing AI Agents: ask about and update one system's records, with undo AI Agents: automations you approve once, then run by the platform AI Agents: see what an agent can do in your system, then plan it Integrations: see what two systems can sync, and plan one in the chat Integrations: check your i… Show in context →Publisher description The integration hub for your CRM, field service and accounting apps, in two parts: AI agents that read, change and automate the records of one of your systems right in the chat, and integrations that keep two of your systems in sync. Show in context → |
Business & OperationsVersion 1.4.9 | View details → |
İhracat Cep AsistanıMuhammed Ali Özdemir Publisher description Prepare quotations, proforma invoices, commercial invoice drafts and packing lists for global trade. Calculate profit, shipment volume and indicative currency conversions; build road, sea or air transport plans and task lists with suggested reminder dates. Discover approved public B2B and logistics listing summaries. Turkish and English supported. Documents and plans are unsaved drafts. No actual notifications, bookings, messaging, account synchronization or HS/… Show in context →1 more matching sources |
Business & OperationsVersion 1.0.0 | View details → |
Counzel for OdooCounzel AI Publisher full description …o suppliers, the profit and loss, balance sheet and trial balance, the VAT return and tax calendar, invoices, journal items, sales and purchase orders, stock and margins. Beyond the books it helps sell and plan: a go-to-market strategy from the company's own customers, prospect research and lead bri… …can also prepare changes in Odoo: a customer invoice or quotation as a draft, a contact, a payment reminder, an approved supplier bill. Each change is a separate tool that ChatGPT asks about before it runs, and the company can switch changes off entirely. Who it is for: owners, finance staff and accountants of… Show in context →3 more matching sourcesPublisher capabilities · listing Cash position and forecast Receivables, payables and payment reminders Profit and loss, balance sheet, trial balance VAT return and tax calendar Invoices, orders, stock and margins Sales strategy, prospect research and lead briefs Draft invoices, quotations, contacts and CRM leads with confirmation Show in context →Publisher description Ask about your Odoo books in ChatGPT: cash, receivables and payables, VAT, results and invoices, computed by Counzel from the company's own ledger. Show in context →Publisher translations · package …e. Avec confirmation, il prépare aussi des modifications : facture ou devis en brouillon, contact, rappel de paiement. Il faut un compte Counzel avec l'Odoo de la société connecté. Je Odoo-boekhouding in ChatGPT Counzel for Odoo beantwoordt vragen over de Odoo-boekhouding van een bedrijf vanuit de e… Show in context → |
FinanceVersion 1.0.2 | View details → |
FotoAsistVolkan Yörük Publisher full description FotoAsist is a business management app for photographers and photo studios. Connect it to work with your own studio's records right in the chat. See: today's and upcoming shoots, a client's jobs and payments, who still owes you money, monthly collections, whether a day is free, pending reminders, and a job's photos (thumbnails in the chat; tap one to see it larger). Do: add and update clients and jobs, set reminders, and add a photo from the chat to a job. With your approval: paymen… …ents / Send to clients; sending is off by default). Nothing can be permanently deleted, refunded or invoiced through the connection, and client phone numbers and email addresses stay hidden unless you choose to share them. You can disconnect at any time. Requires a FotoAsist account. Show in context →1 more matching sourcesPublisher capabilities · listing …and balances Show a job's photos as thumbnails with a larger view Add and update clients, jobs and reminders Prepare payments and client messages for approval in FotoAsist Show in context → |
ProductivityVersion 1.0.0 | View details → |
SubCenter for TeamsClearstack LabsTrack what your team pays for software and AI tools: spend, renewals, cancel-by dates, seats, invoices and client bill-back. Publisher capabilities · listing Spend summaries Renewal and cancel-by reminders Invoice review Tool and seat management Offboarding Client bill-back reports Show in context →3 more matching sourcesPublisher full description …nd cancel-by deadlines coming up in the next days or weeks, so nothing renews by accident. - Review invoices that were forwarded to the workspace inbox, and confirm or dismiss them. - Add, update, keep or cancel tools, and assign or release seats. - Prepare an offboarding when someone leaves: their… …or Teams account, and works only with the one workspace you connect, within the role and scopes you approve. - It doesn't connect to banks or cards, and it doesn't make payments or change anything with your vendors. Marking a tool as cancelled records the decision in SubCenter; you still cancel with… Show in context →Publisher keywords · listing saas spend ai tools subscriptions renewals invoices seats bill-back Show in context →Publisher description Track what your team pays for software and AI tools: spend, renewals, cancel-by dates, seats, invoices and client bill-back. Show in context → |
FinanceVersion 1.0.1 | View details → |
Website BuilderAI Research PlusWebsite Maker helps you plan, write, build and improve websites. Answer 5 quick questions about your business and it prepares a personali... Publisher keywords · listing …make a website please make a website for me make a website kaise kare website builder website maker app builder ai app builder web app builder mobile app builder no-code app builder website planner plan my website write my homepage website audit website seo saas builder mvp builder build an mvp web… …e calculator app mileage tracking app grocery list app wedding planning app budget planner app bill reminder app kids chore tracker app fitness tracking web app habit tracking web app meal planning web app recipe sharing web app expense tracking web app budgeting web app invoicing web app appointmen… …s is there an app to make charts which app can make charts best app for making charts app to create invoices is there an app to create invoices which app can create invoices best app for creating invoices invoice creation app invoice creation tool find an app for tracking expenses app to track expen… Show in context → |
CreativityVersion 2.3.9 | View details → |
BillGridANTON MARGOLINE Publisher full description BillGrid helps freelancers and small studios manage invoices, estimates, time and clients. See overdue balances separately by currency, inspect invoice and estimate details, and find work that has not been invoiced. Log time and expenses, manage projec… …e invoice or estimate drafts with discounts and tax. Before sending an invoice, estimate or payment reminder, the assistant shows the recipients, subject, amount or price basis, message opening and PDF attachment state. It waits for your explicit confirmation in a later reply. Connecting BillGrid does not approve an email. The assistant connection cannot charge cards, transfer or refund money, record payments, delete records or change your subscription. Sending uses BillGrid's own document messages. Ma… Show in context →2 more matching sourcesPublisher description Invoices, estimates, time and clients for freelancers and small studios. Show in context → |
FinanceVersion 1.0.8 | View details → |
Counzel for Exact OnlineCounzel AIAsk about your Exact Online books in ChatGPT: cash, receivables and payables, VAT, results, invoices and orders, computed by Counzel from... Publisher capabilities · listing Cash position and forecast Receivables, payables and payment reminders Profit and loss, balance sheet, trial balance VAT return and tax calendar Invoices, orders, items, stock and margins Projects, timesheets, manufacturing and subscriptions Quotations, purchase orders, bills, contacts and items with confirmation Show in context →3 more matching sourcesPublisher full description …igure, budget against actuals, the Belgian VAT return and tax calendar, the month-end close checks, invoices and journal items, sales and purchase orders, items, stock, slow movers and margins, projects and timesheets, manufacturing orders and bills of materials, subscriptions, the documents filed o… …supplier bill, a customer or supplier and their delivery address, an item and its prices, a payment reminder. Each change is a separate tool that ChatGPT asks about before it runs, and the company can switch changes off entirely. Who it is for: owners, finance staff and accountants of small and medi… Show in context →Publisher description Ask about your Exact Online books in ChatGPT: cash, receivables and payables, VAT, results, invoices and orders, computed by Counzel from the company's own ledger. Show in context →Publisher translations · package …rmation, il effectue aussi des modifications : devis, commande d'achat, facture, contact, article, rappel de paiement. Il faut un compte Counzel avec l'administration Exact Online de la société connectée. Exact Online in ChatGPT Counzel for Exact Online beantwoordt vragen over de Exact Online-boekho… Show in context → |
FinanceVersion 1.0.4 | View details → |
DocsAutomatorDocsAutomator Publisher full description …makes documents from your data and gets them signed or accepted. Ask ChatGPT for a quote, contract, invoice, e-invoice, certificate or report, and DocsAutomator fills your template with your data and makes a PDF or Word document in your brand. Send any document for electronic signature, or for accep… …cept. ChatGPT follows every signing and acceptance request, tells you who has not signed yet, sends reminders and resends invitations. The signed or accepted PDF and its record appear in DocsAutomator under Documents. Invoices can also be e-invoices. When the e-invoice add-on is switched on in the DocsAutomator app, an invoice that ChatGPT creates is also a ZUGFeRD or XRechn… Show in context →4 more matching sourcesPublisher capabilities · listing …able, Notion, Google Sheets and more Use ready-made templates from the DocsAutomator gallery Make e-invoices (ZUGFeRD, XRechnung) when the e-invoice add-on is on Show in context →Publisher keywords · listing documents document pdf word quote quotes contract contracts invoice invoices e-invoice e-invoices acceptance signature e-signature Show in context →Publisher translations · package …okumente. Rechnungen können auch E-Rechnungen sein. Wenn das E-Rechnung-Add-on in der DocsAutomator App eingeschaltet ist, ist eine Rechnung, die ChatGPT erstellt, auch eine E-Rechnung im Format ZUGFeRD oder XRechnung. ChatGPT kann eine neue Vorlage im Stil deiner Website gestalten, eine fertige Vor… Show in context → |
ProductivityVersion 1.0.4 | View details → |
InvoisataKMA Tech Holding Limited Publisher full description Invoisata is an invoicing app for freelancers, sole traders and small businesses. Tell ChatGPT who you're billing, for what and how much, and Invoisata creates the invoice in your account, using your saved prices, your customer's details, the next invoice number and VAT. Ask who still owes you, look up any invoice, get its PDF, email it to your client or send a payment reminder, and mark invoices paid. Works with your team's businesses too. Sign in with your Invoisata account; ChatGPT only acts when you ask. Show in context →3 more matching sourcesPublisher keywords · listing invoice invoicing freelance sole trader small business VAT Show in context →Publisher description Create, send and track invoices in your Invoisata account by chatting. Show in context → |
FinanceVersion 1.0.0 | View details → |
Car LogRustam Samandarov Publisher full description Car Log turns service receipts, invoices and typed details into a vehicle history you can question, correct and share. Give ChatGPT a photo, PDF or description of a service; ChatGPT reads it and passes Car Log the date, odometer, co… …ields while preserving the values they replaced. Ask what you spent in a year, when a service last happened, which invoice line items match a search or what service is due from your recorded intervals. Totals stay separate by currency. Share a read-only history link with a buyer or mechanic. It expi… …on file availability. Due items depend on saved history and service intervals; Car Log cannot send reminders later. Show in context →1 more matching sourcesPublisher capabilities · listing Save service records Review history and spend Look up services and invoice line items Check service intervals Correct saved values Share a read-only history link Export records and originals Delete records Show in context → |
ProductivityVersion 1.0.0 | View details → |
SARA by AitomicAitomic Publisher description Ask about your orders, invoices, claims, vendors, inventory and budget in plain English, and make routine updates in SARA with your approval. Show in context →2 more matching sourcesPublisher full description …SARA account to ChatGPT and ask about your business in plain English: open purchase orders, overdue invoices, claims, vendor performance, inventory across Shopify, Square, Clover and Lightspeed, and your open-to-buy budget. You can also have ChatGPT make routine updates for you: set reminders, add or edit notes on orders and invoices, change an order's ship date, and file or withdraw a vendor claim, with an optional photo. Every change is drafted first. You see exactly what will… Show in context →Publisher keywords · listing retail analytics purchase orders invoices claims vendors Show in context → |
Data & AnalyticsVersion 1.1.1 | View details → |
Zovo AR Aging ReportZovo Publisher description Accounts receivable aging reports, customer statements and past-due reminders from your open invoices. Show in context →3 more matching sourcesPublisher full description Make an accounts receivable aging report from your open invoices and see who owes you money, without building a spreadsheet. Zovo AR Aging Report is an AR aging report template that fills itself in. Type or paste your open invoices, or attach a CSV or Exce… …table aging PDF (summary by customer plus detail), an Excel workbook (aging summary, open invoices, reminder emails, rows left out), a CSV, and one-page customer statements as a PDF with the open items, an aging strip and the balance due. Polite past-due reminder email drafts are written from the in… Show in context →Publisher keywords · listing accounts receivable aging report ar aging report aging report customer statement past due invoices dso quickbooks xero Show in context →Publisher translations · package …ditumsatz einer Periode erhalten Sie die DSO. Downloads sind ein druckbares PDF, eine Excel-Arbeitsmappe, eine CSV, einseitige Kontoauszüge je Kunde als PDF und höfliche Entwürfe für Zahlungserinnerungen, die nur Rechnungsdaten enthalten. Eine Währung pro Bericht. Keine Verbindung zu QuickBooks oder… Show in context → |
FinanceVersion 1.0.0 | View details → |
FirmaryFirmary LLC Publisher full description …hich clients still owe documents for their return, what is overdue on your team's work queue, which invoices are past due, or what changed on a client since last week. Summarize a client's history before a call, review signature and proposal status, or pull an A/R aging, WIP, or realization report.… …atGPT can also do the work: create and assign tasks, request documents, draft and send invoices and reminders, message clients, send signature requests, log time, and assign tax organizers. Built for firm data from the start: - Reading and changing data use separate tools. Lookups never change anything, and every change asks for approval before it runs: in ChatGPT's own confirmation prompt, and on a Firmary page where your firm's agent rules require it. - Critical actions (voids, recorded payments, security, and roles and sta… Show in context → |
Business & OperationsVersion 1.3.1 | View details → |
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