ProfitBooks
Docyt v1.0.0
Talk to your bookkeeper.
Competitor profile
Developer declarations; not independently tested. Listing last checked Nov 4, 2026. Package observed Nov 3, 2026.
Declared capabilities
- Read profit and loss, balance sheet and cash flow
- Search bank transactions
- Check bank statement status
Cost & access
This plugin does not sell products or process payments. It reads the user's ProfitBooks books and can propose changes that the user confirms.
Declared limitations
- Payment request, which the connector does not support
- Delete request, which the connector does not support
- Business the signed-in user cannot access
Onboarding example
How much profit did I make last month?
Description
From the marketplace listing
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. What can you do? • Understand your profit: See how the business is doing this month, whether you're more profitable than last year, and where the money is actually going. • Explore your financials: Get your profit and loss, balance sheet and cash flow for any period. • Watch 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 which transactions need your review, and let your AI bookkeeper propose categories 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 assistant proposes categorizing or verifying transactions, or undoing a change, it shows a card, and only your Confirm click updates your books. It can also save a note you dictate about a group of transactions. It can't move money, change your settings or delete anything. Answers reflect the transactions you've verified so far. If a statement is missing or transactions are still under review, your assistant will tell you the numbers aren't final yet. Getting started Sign in with your ProfitBooks account and approve access once. Disconnect at any time from your assistant or ProfitBooks settings. New to ProfitBooks? Create an account at profitbooks.ai, upload a bank statement, and start asking. https://profitbooks.ai/guides/connect-your-ai-assistant/
Language: English · Automatically detected from descriptions.
Changes
No changes recorded yet. Follow this plugin to keep track of future changes.
First seen Oct 28, 2026. Last seen Nov 4, 2026.
Similar plugins
Find competitors to follow as you develop your plugin.
-
Nexafin is an AI-powered personal finance and expense tracking assistant that helps you understand your spending, budget, and cash flow u...
Shared terms: talk, balance, bank, cash
-
Understand balances, transactions, spending, and income from your connected accounts.
Shared terms: talk, balance, bank, financial
-
Caribooks helps business owners and bookkeepers work with their QuickBooks Online companies. Review financial reports and open invoices, ...
Shared terms: talk, bookkeeper, bookkeeping, confirm
-
Double-entry accounting for small businesses. Ask about your numbers, enter invoices and bills, categorize the bank feed and reconcile ac...
Shared terms: balance, bank, bookkeeping, cash
-
Read financial reports and edit your bookkeeping in ChatGPT. Switchbooks helps business owners, bookkeepers, and accountants review profi...
Shared terms: balance, bookkeeper, bookkeeping, cash
Keywords
Files & skills
File archives
Release notes
Initial release. Read ProfitBooks reports, transactions and statement status; upload statements, save notes, and propose categorization, verification and undo that the user confirms on a card.
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
- Docyt
- Keywords
- See keywords
- 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 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
Package observed Nov 3, 2026.
Technical details
- First seen
- Oct 28, 2026 · 12:00 UTC
- Last seen
- Nov 4, 2026 · 06:00 UTC
- Collection status
- Collected
plugin_asdk_app_6ace14bcb784819194c1c3a8a691bac6
Download plugin data (JSON)