get_debt_schedule
ChatGPTRead recorded balances, payments and dates. Values are owner records, not verified lender balances.
Overview
Connect your existing Fran Wallet and ask what needs attention before month-end. Fran turns location-level records into a prioritized brief, showing stale connections, missing records, dated debt entries, and available accounting snapshots with source dates. You can also inspect documents, debt schedules, and Wallet coverage. The plugin is read-only: it cannot close the books, upload files, change records, refresh external accounts, verify financial health, determine compliance, value a business, or decide financing eligibility.
Tools
get_month_end_brief
ChatGPTCreate a prioritized month-end brief from existing Wallet records, connection freshness, debt dates and report snapshots. Use when an operator asks what needs attention or what to do next. Read-only; does not close the books or verify the records.
get_profile
ChatGPTIdentify the connected Fran account.
get_wallet_summary
ChatGPTSummarize records and connection freshness for a selected location.
list_documents
ChatGPTList document names, categories and dates. Does not share files or create download links.
list_locations
ChatGPTList locations owned by or shared with the connected Fran user.
review_profit_and_loss
ChatGPTRetrieve existing QuickBooks report snapshots and their sync dates. Does not refresh or change accounts.
review_wallet_readiness
ChatGPTShow record coverage and next steps using actual Wallet metadata.
Capabilities
List Accessible Franchise LocationsSummarize Wallet Record CoverageFind Document MetadataReview Recorded Debt SchedulesRead Existing Financial Report SnapshotsIdentify Missing Wallet RecordsPrioritize Month-End Follow-Up
Example Prompts
Click any prompt to copy it.
