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Numeric CloseNumericNumeric Close helps accounting teams review close tasks and reconciliations, inspect financial reports and transaction lines, attach supp...

Publisher subtitle

Manage month-end close

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Plugin name

Numeric Close

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Publisher capabilities · listing

Review close tasks Read financial reports Update close workflows

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Publisher description

Numeric Close helps accounting teams review close tasks and reconciliations, inspect financial reports and transaction lines, attach support evidence, and update close workflows through ChatGPT.

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FinanceVersion 1.0.3
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DoubleDoubleDouble manages the month-end close. It replaces spreadsheets and scattered checklists with a single system connected to your GL or ERP: t...

Publisher subtitle

Automate the month-end close

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1 more matching sources

Publisher description

Double manages the month-end close. 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…

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FinanceVersion 2.0.0
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MaximaMaximaManage month-end accounting close tasks and spreadsheets.

Publisher subtitle

Manage month-end close tasks

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Publisher description

Manage month-end accounting close tasks and spreadsheets.

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Publisher full description

Maxima helps accounting teams manage the month-end close. Track close checklists, review task dependencies, find accounting records, and complete sign-offs. Use Maxima Sheets to analyze data and prepare reconciliations, with your existing workspace pe…

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ProductivityVersion 1.0.0
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BizdiversBizdivers LLCAsk about your books, prepare month-end close, and stage changes you confirm in Bizdivers.

Publisher capabilities · listing

…nts Review bank transactions and reconciliation Read financial statements and aging reports Prepare month-end close Stage changes for confirmation in Bizdivers

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Publisher keywords · listing

accounting bookkeeping accounts payable accounts receivable bank reconciliation month-end close

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Publisher description

Ask about your books, prepare month-end close, and stage changes you confirm in Bizdivers.

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Publisher full description

…zdivers connects ChatGPT to your company's accounting system so you can read your books and prepare 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 plu…

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Publisher subtitle

Books, bills, bank and close

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FinanceVersion 1.0.3
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DataFlowrDataFlowrWork in your Exact Online administration from Codex and ChatGPT: reporting, month-end close and cashflow forecasting over the DataFlowr M...

Publisher keywords · listing

finance erp exact-online accounting month-end-close forecasting

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Publisher description

Work in your Exact Online administration from Codex and ChatGPT: reporting, month-end close and cashflow forecasting over the DataFlowr MCP server.

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Publisher full description

…Online. Connect Codex and ChatGPT to your administration to retrieve financial reports, review the month-end close and forecast cash flow. Ask for figures directly from the ledger: trial balance and profit and loss using the RGS classification, debtor and creditor aging, VAT positions, and project and fixed-…

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Publisher capabilities · listing

Retrieve Exact Online financial reports Review month-end accounting checks Forecast business cash flow

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ProductivityVersion 0.1.0
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CaribooksPeich Technologies IncCaribooks helps business owners and bookkeepers work with their QuickBooks Online companies. Review financial reports and open invoices, ...

Publisher keywords · listing

…qbo bookkeeping accounting receipts invoices expenses comptabilité tenue de livres receipt matching month-end close accounts payable expense tracking sales tax stripe payouts

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FinanceVersion 1.0.5
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HubityJuno Maps, LLCHubity runs projects, time, billing and utilization for consulting, architecture, engineering and agency firms. Connect ChatGPT to Hubity...

Publisher keywords · listing

…ng architecture engineering agency professional-services-automation accounts-receivable collections month-end-close timesheets resource-utilization invoice-drafts

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1 more matching sources

Publisher description

…, meetings, time off and the knowledge base, with ready-made prompts for firm jobs: bill the month, month-end WIP, collections, who's over capacity, projects losing money, and a standup. Reading needs your sign-in and approval and follows your role; drafting invoices or logging time needs write acce…

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FinanceVersion 1.0.3
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MosoFinBambooX LLCAsk about your profit, cash, sales, and ad spend in plain English. MosoFin reads your connected QuickBooks, Xero, Stripe, Square, WooComm...

Publisher keywords · listing

…ow invoices accounts-receivable accounts-payable expenses payments payouts ecommerce sales ad-spend month-end-close financial-reports accountants

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1 more matching sources

Publisher full description

…countants and bookkeepers can keep each client in its own workspace and save repeat reviews, like a month-end check, to run again with one ask.

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FinanceVersion 1.0.1
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SnapAccrualsJayant ManwaniPrepare month-end bonus accruals from Excel or CSV, review exceptions, and export supporting schedules.

Publisher keywords · listing

bonus accrual employee bonus month-end close accounting Excel CSV exclusion review

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SnapAccruals helps accounting teams prepare employee bonus accruals for month-end close. Upload an Excel or CSV file, confirm your column mapping and calculation settings, then review employee-level results and exclusions in an interactive workspace. Export a draft Excel workbook w…

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Publisher description

Prepare month-end bonus accruals from Excel or CSV, review exceptions, and export supporting schedules.

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FinanceVersion 1.2.0
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MagnosMagnos AI Inc.

Publisher full description

…al 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 Excel model review before the board sees it, ARR and retention, a profile of any export…

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Publisher capabilities · listing

Close review Bank reconciliation Budget variance Excel model review SaaS metrics Data profiling Board pack HTML pages

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Publisher keywords · listing

finance fpa accounting close variance reconciliation saas-metrics excel

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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 acco…

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FinanceVersion 0.1.0
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BriefcaseBriefcaseBriefcase Ledger is AI-native accounting software for UK businesses and their accountants. Review what needs approval and why, read profi...

Publisher keywords · listing

accounting bookkeeping financial-close invoicing management-accounts xero quickbooks

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2 more matching sources

Publisher description

…nd why, read profit and loss, balance sheet and aged debtors, raise invoices, post journals and run month-end schedules. Also works for Xero and QuickBooks books through Briefcase Connect.

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Publisher full description

Briefcase is bookkeeping and month-end automation for accountants, connected to Xero, QuickBooks and Briefcase Ledger. This plugin connects your assistant to your Briefcase workspace so it can review bills and receipts awaiting a…

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FinanceVersion 1.7.0
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Counzel for Exact OnlineCounzel AI

Publisher full description

…and a breakdown of any figure, 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 doc…

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FinanceVersion 1.0.4
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Deltek CostpointDeltek, Inc.

Publisher full description

…English. Ask about projects, contracts, opportunities, invoices, budgets and EACs, purchasing, and month-end close. Then take action: create timesheets, expense reports, contracts, and AP vouchers, and process approvals. Your existing Costpoint security roles and permissions apply to every request. Requires…

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Business & OperationsVersion 1.0.0
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FibaloEasyWeek

Publisher description

…nd contract payments, and mark a payment whose receipt is still missing to clarify later. Tasks and month-end: answer the tax advisor's questions, ask a client a question as their Kanzlei, release uploads of employees, see what still blocks closing a month, close it, and reopen it with a reason. A closed month cannot be changed anywhere. Invoicing: write an invoice to a customer with line items, quantities, units, VAT rates, service period, due date and…

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FinanceVersion 2.5.1
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