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Track Finances apps and integrations

Track Finances apps connect ChatGPT or Claude to accounting, billing, payroll, spend, receivables, and financial-planning data for querying transactions, balances, invoices, cash flow, budgets, and reports. Some also support invoice or close-task updates, while listed access controls include read-only connections, role-based permissions, and audit trails.

26 apps

Top track finances apps

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Jaz Accounting

Jaz Accounting

By Jaz Accounting

Built for accountants, finance teams, and the businesses they serve. IFRS-first, multi-currency, multi-user by default.

Tools: 36

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Finance
SaaSFlow

SaaSFlow

By Walletguide GmbH

Combine real-time SaaS P&L, subscription analytics, and financial planning in one place. Get the complete picture of your business, from profitability to growth metrics to future forecasts, all integrated and updating automatically.

Tools: 150

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Finance
Billabex

Billabex

By Quentin Georget

Billabex helps entrepreneurs, small businesses, and teams manage receivables and payment follow-ups from ChatGPT. You can review invoices, customer accounts, outstanding balances, and payment-related communications in one place. Billabex also lets you read customer replies to follow-up emails, inspect scheduled outreach, and update pending payment reminders before they are sent. With Billabex, you can: - Review outstanding invoices and balances - Access account and contact details - Read incoming payment-related emails from customers - Inspect and edit pending follow-up emails - Manage contacts and account information Billabex gives you access to your organization’s receivables data directly in ChatGPT so you can monitor receivables activity and keep payment follow-ups moving.

Tools: 52 · Prompts: 2

2026-05-19
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Financial-Services
Gusto

Gusto

By Gusto

Connect Claude to your Gusto account to query and analyze your payroll and people data. Ask questions in natural language, build custom reports, and create charts to uncover trends and insights—no exports or tool-switching required. Eligible customers can also run payroll in Claude.

Tools: 0 · Prompts: 3

2026-01-21
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Finance
Drivetrain

Drivetrain

By Drivetrain

Use natural language to analyze your Drivetrain data in ChatGPT. Fetch metrics, dimensions, and versions, explore trends, and generate insights seamlessly.

Tools: 22 · Prompts: 2

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Productivity
Double

Double

By Double

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 act on your close without switching apps. Create and reassign tasks, turn meeting notes into action items, and draft status updates for your team or clients, with changes writing back to Double in real time. You control what ChatGPT can read or update in your account. Works with QuickBooks, Xero, NetSuite, and Sage Intacct. Built for bookkeepers, accountants, and finance teams running the month-end close.

Tools: 20 · Prompts: 3

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Financial-Services
Ramp

Ramp

By Ramp

Enables secure, read-only access to Ramp data for customer-defined logic. Supports loading and querying transactions, reimbursements, bills, purchase orders, cards, vendors, and more, enabling dynamic data fetching and analysis via Claude.

Tools: 0 · Prompts: 1

2025-12-22
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Productivity
Fattura24

Fattura24

By Fattura24 Srl

Collega il tuo account Fattura24 a ChatGPT e interroga i tuoi dati gestionali e contabili in linguaggio naturale, senza aprire report, navigare tra sezioni o costruire analisi manuali. Se usi Fattura24, hai già tutti i dati che ti servono: fatturato, incassi, pagamenti, IVA, margini. Il problema è che usarli richiede tempo. Con il connettore MCP, quella parte sparisce: scrivi una domanda, ricevi l'analisi.

Tools: 16

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Finance
Datarails FinanceOS

Datarails FinanceOS

By Datarails

Datarails FinanceOS brings structure and intelligence to your financial data. It provides a managed, organized database that keeps your numbers clean and reliable. Every change is fully traced with a built-in audit trail, so you always know who changed what and when. A robust permission mechanism ensures each user sees only the data they're authorized to access. And with built-in financial logic, the app understands your business context out of the box - no manual setup required.

Tools: 14 · Prompts: 3

2026-05-19
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Productivity
Intuit QuickBooks

Intuit QuickBooks

By Intuit QuickBooks

Turn your business's raw financial data into clear financial insights. Analyze profitability, cash flow, and compare your performance against similar businesses in your industry and region. Generate accounting-compliant profit & loss and cash flow statements in minutes. Upload CSVs, PDFs, images, or paste transactions directly into Claude — QuickBooks will sync and analyze your personalized results as your business evolves.

Tools: 1 · Prompts: 4

2026-01-29
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Finance
Akaunting

Akaunting

By Akaunting

Akaunting helps small businesses and freelancers handle everyday accounting in one place. Create and send invoices, record income and expenses, and keep an organised view of your accounts so you always know where your business stands. With Akaunting, you can invoice customers and track payment status, log expenses with categories and tags, and connect bank accounts to streamline reconciliation. You can also run financial reports, such as profit & loss and cash flow, to understand performance over time. Designed for practical bookkeeping, Akaunting gives you a clear, straightforward way to stay on top of billing, costs, and reporting — without extra complexity.

Tools: 10 · Prompts: 6

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Financial-Services
Brex

Brex

By Brex Inc.

Connect Brex to Claude for automating your company's finances. Finance monitors compliance and runs powerful queries. Employees get personalized memo guidance, policy answers, and status updates. Permission-based access ensures admin oversight while streamlining management.

Tools: 0 · Prompts: 1

2026-03-04
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Finance
Elevate Invoices

Elevate Invoices

By Elevate OÜ

Stop manually filling out invoice forms. This app creates invoices with intelligent defaults: it recognizes your clients, remembers your pricing, and auto-fills details from previous invoices. Just tell ChatGPT what you need, and it handles the rest. View, update, and manage all your invoices in one place.

Tools: 9 · Prompts: 3

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Finance
Inkle

Inkle

By Inkle

Your Inkle financial data, right inside ChatGPT. Ask about your tax filings, deadlines, P&L, invoices, bills, and cash flow- no dashboard needed. Built for cross-border startup founders managing US compliance and bookkeeping. The connector is read-only, so your data stays safe while ChatGPT gives you instant answers from your live Inkle account.

Tools: 9

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Business
Links Connect

Links Connect

By Links Inc.

Links Connect helps finance teams unify disconnected operational and financial data from systems such as CRM, billing, invoicing, accounts payable, spreadsheets, and industry-specific applications. Connect your existing systems, ingest live business data, and make it accessible to AI tools like ChatGPT for analysis, insights, and workflow automation. Designed for modern finance and operations teams that need connected data without replacing their current systems.

Tools: 8

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Finance
FinOpps

FinOpps

By FinOpps

Get instant answers about upcoming work, revenue, customer payments, and business performance from your FinOpps account.

Tools: 7

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Business
Fakturoid

Fakturoid

By Fakturoid s.r.o.

Issue invoices in Fakturoid, record expenses, or analyze your business data and statistics.

Tools: 7

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Finance
Granatum Financeiro

Granatum Financeiro

By Granatum LTDA

O Granatum Financeiro conecta o ChatGPT à conta Granatum Empresarial do usuário para consultar relatórios financeiros, investigar lançamentos e entender a situação de caixa em linguagem natural. O app permite analisar DRE por período, acompanhar Fluxo de Caixa, abrir drill-down de lançamentos por categoria, consultar o plano de contas e selecionar empresas quando a conta tiver múltiplas empresas.

Tools: 5

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Financial-Services
Digits

Digits

By Digits Financial, Inc.

Turn your Digits financials into a live data feed for Claude. Get instant answers about transactions, balances, and financial statements, or configure Claude to automate recurring tasks — weekly cash summaries, burn rate alerts, board-ready reports.

Tools: 4 · Prompts: 0

2026-04-17
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Productivity
Reflect

Reflect

By Reflect

Reflect turns your HR and workforce data into answers, right inside ChatGPT. Ask in plain language and Reflect queries your people analytics directly: headcount, turnover, recruitment, compensation and more, with no export or spreadsheet. It also surfaces the figures behind your legal and compliance reports (BDESE, Egapro index, EU pay transparency). It explores the data catalog you're allowed to see, runs structured analytics queries, and handles advanced SQL when needed. Read-only and secure by design: every request respects your existing Reflect permissions.

Tools: 3 · Prompts: 3

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Financial-Services

Rillet

By Rillet

Rillet is an AI-native ERP built for scaling companies. Connect Claude to your live general ledger to query financials in plain English, analyze revenue trends and SaaS metrics, and create journal entries by prompt. Rillet runs on real-time architecture, not batch processing, so every answer Claude surfaces comes from your live books, not last month's data. Ask about your top customers, monthly burn, missing accruals, or cash runway. Get answers from your books, not a spreadsheet.

Tools: 81

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Financial-Services

Chargebee

By Chargebee Inc

Connect Claude to your live Chargebee subscription, invoice, customer, and payment data. Ask billing questions in natural language and get answers immediately: renewal risk, payment failure patterns, credit note gaps, LTV by billing cadence, trial conversion. These cross-references work because Chargebee holds the full commercial event chain in one linked data model — payment events, plan changes, invoice records, cancellation reasons — all connected, all timestamped.

Tools: 45

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Financial-Services

Tabs

By Tabs Platform, Inc.

The Tabs MCP connector lets AI assistants like Claude query your billing, revenue, and contract data through the Model Context Protocol. Connect your AI tools to Tabs and ask questions in natural language — no custom integration code required.

Tools: 27

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Financial-Services

Xero

By Xero Limited

Check your P&L, cash position, outstanding invoices, top customers and more — directly from Claude. Xero surfaces real-time financial summaries with flexible date ranges, year-over-year comparisons, and links back to Xero for deeper analysis. Claude connects with read-only access. Any data retrieved is used only to respond to your questions and is never stored between sessions.

Tools: 7

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