Present Yield
Present Yield v1.0.0
Your books, reviewed for you
From the developer
Declared capabilities
- Read
Declared limitations
- Write action. Present Yield is read-only, so it must not claim to create an invoice; it should explain that it can only read the books.
- Unrelated request. No Present Yield tool should be called and no company financial data should appear. ChatGPT answering on its own is expected.
- Investment advice. No Present Yield tool should be called and no company financial data should be used. ChatGPT answering on its own, without the plugin, is expected.
Not specified in the available declarations: pricing & account requirements.
Onboarding example
Show me my latest profit and loss
Sources & dates
Developer declarations; not independently tested. Listing last checked Nov 6, 2026. Package observed Nov 6, 2026.
Description
From the marketplace listing
Present Yield lets you ask plain-English questions about your company's finances and get answers taken straight from your own accounting books. Connect your Present Yield account and ask things like: - What was our profit and loss for the last period? - Who owes us money, and which invoices are overdue? - Which bills do we need to pay? - Who are our biggest customers and vendors? - What did we spend money on last month? Present Yield syncs your books from QuickBooks Online, Xero or Microsoft Dynamics 365 Business Central. Figures come from your accounting platform's own reports and transactions, never estimates. Access is read-only: Present Yield never creates, edits or deletes anything in your books. You need a Present Yield account with an active plan and at least one connected accounting platform.
Language: English · Automatically detected from descriptions.
Changes
No changes recorded yet. Follow this plugin to keep track of future changes.
First seen Nov 6, 2026. Last seen Nov 6, 2026.
Similar plugins
Find competitors to follow as you develop your plugin.
-
Read-only access to a small business's books in Poof: profit and loss, receivables, payables, job profitability, cash plan, month-end clo...
Shared terms: book, bill, invoice, last
-
Caribooks helps business owners and bookkeepers work with their QuickBooks Online companies. Review financial reports and open invoices, ...
Shared terms: book, invoice, online, quickbook
-
Design and edit Reach Reporting financial reports by describing what you want.
Shared terms: book, accounting, figure, loss
-
Work with your company's books in Vezna: cash, P&L, spending, the VAT estimate and the general ledger, plus the invoices and answers Vezn...
Shared terms: book, accounting, come, estimate
-
Invoices, books, reports — connect live NoCFO books to ChatGPT.
Shared terms: book, accounting, finance, invoice
Files & skills
File archives
Release notes
First release: ask read-only questions about your company's accounting data from QuickBooks, Xero or Business Central.
Declared in the saved package. Remote tools may change independently.
Package details
Publisher declarations from the archived package. These are separate from our research and the live service's terms.
- Package author
- Present Yield
- Commerce declaration
- Does not support commerceThis does not establish whether access is free or paid.
- Review scenarios
- 5 positive · 3 negativeScenario counts, not test results.
Declared capabilities
- Read
Package observed Nov 6, 2026.
Technical details
- First seen
- Nov 6, 2026 · 06:00 UTC
- Last seen
- Nov 6, 2026 · 12:00 UTC
- Collection status
- Collected
plugin_asdk_app_6ae02d134fa8819188af15c7dae699f1
Download plugin data (JSON)Plugin details: served from cache. Prepared . Refreshed when plugin data changes or after 6 hours. Your account and Follow status are live.