bizbeat_get_action_items
ChatGPTGet deterministic priorities from overdue collections and low stock. It does not contact customers or make changes.
Business & Operations
Overview
Connect your BizBeat account to understand sales, invoices, outstanding collections, expenses, profit, tax summaries, inventory, and next priorities. BizBeat is read-only: it never creates, sends, edits, deletes, or marks records as paid.
Tools
bizbeat_get_business_snapshot
ChatGPTGet sales, expenses, overdue collections, and today's follow-up items for one business.
bizbeat_get_expense_summary
ChatGPTGet aggregate expenses by category for one business and period. Individual expense and vendor details are excluded.
bizbeat_get_invoice
ChatGPTGet a safe financial summary and line items for one invoice. Customer contact details and PDF links are excluded.
bizbeat_get_low_stock
ChatGPTList products at or below their reorder level.
bizbeat_get_outstanding_summary
ChatGPTSummarize receivables and overdue invoices, prioritized by amount. Customer contact details are excluded.
bizbeat_get_profit_loss
ChatGPTGet a high-level sales, expense, and estimated profit summary. It is informational and not accounting advice.
bizbeat_get_tax_summary
ChatGPTGet aggregate invoice tax totals for a date range. This is not tax filing or legal advice.
bizbeat_list_businesses
ChatGPTList businesses available to the connected BizBeat account.
bizbeat_list_customers
ChatGPTList customer names and types for a business. Contact information and tax IDs are excluded.
bizbeat_list_invoices
ChatGPTList recent or overdue invoices. Contact details, PDFs, payment links, and attachments are excluded.
Capabilities
Read-Only Business ReportsInvoice And Collection InsightsInventory And Tax Summaries
Example Prompts
Click any prompt to copy it.
Links
App Stats
11
Tools
3
Prompts
ChatGPT
Platforms
Category
Track FinancesWorks with
ChatGPT
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