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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.
87 apps
Top track finances apps
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Jaz Accounting
By Jaz Accounting
Built for accountants, finance teams, and the businesses they serve. IFRS-first, multi-currency, multi-user by default. The 358 operations listed here are all reachable, but this extension does not load them all at once: it lists 3 meta-tools and loads the operations you need on demand, so it costs about 600 tokens of context instead of 78KB. Ask the agent "what can you do?" for the full map.
Tools: 358
Data-Analytics
Aleph
By Aleph
Aleph connects Claude to your live finance data. Plug directly into a governed source of truth for clean, structured cross-system data from 200+ integrations: your ERP, CRM, HRIS, spreadsheets, data warehouse, and more. Ask questions in plain language, build reports, run analysis, and power automations across tools, with every output traceable back to the source. Works in Claude and Claude for Excel.
Tools: 116
Productivity
Intuit QuickBooks
By Intuit QuickBooks
QuickBooks turns your business's financial data into clear, decision-ready insights, and now takes action on it too. Analyze profitability, cash flow, and balance sheet health, and benchmark your performance against similar businesses in your industry and region. See who owes you money and which bills are coming due with A/R and A/P aging, and break down sales by customer or product to find what is driving revenue. Create, update, send, duplicate, and schedule invoices and estimates. Add customers and products, generate, and send payment links and reminders, always with a clear preview and your confirmation before anything is sent. Get fast read-only answers on payroll and QuickBooks Capital. Look up payroll details, and when you need to, add an employee or set base pay. Check your QuickBooks Capital loans and peer lending benchmarks. No account yet? Upload CSVs, PDFs, or images, or paste transactions directly, and QuickBooks will sync and analyze your results as your business grows.
Tools: 1 · Prompts: 4
Financial-Services
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
Financial-Services
Kick
By Kick
Kick is the accounting ledger that helps you scale your judgment. Connect to Kick to categorize your transactions, reconcile your books, post journal entries and run custom reports across all your businesses or clients.
Tools: 39 · Prompts: 2
Financial-Services
Datarails FinanceOS
By Datarails
Datarails FinanceOS connects Claude to your company's consolidated financial data — actuals, budgets, forecasts, and business metrics. Ask questions in plain language and get answers grounded in your live finance tables: discover your org's defined business metrics and check their health, aggregate and filter raw finance tables, profile data quality, look up FX rates and DR.GET Excel functions, and browse your company profile, filebox, and org structure. Built for FP&A teams, controllers, and CFOs who want their numbers at their fingertips. The connector is read-only — it never creates, modifies, or deletes financial data in Datarails.
Tools: 24 · Prompts: 3
Productivity
Fattura24
By Fattura24 Srl
Connect your Fattura24 account to Claude and query your business management and accounting data in natural language, without opening reports, navigating between sections, or building analyses manually. If you use Fattura24, you already have all the data you need: revenue, collections, payments, VAT, and margins. The problem is that using it takes time. With the MCP connector, that part disappears: ask a question and get the analysis. What you can ask Claude: 1) Monthly revenue and year-over-year comparisons, with seasonal trends 2) Unpaid invoices, collections, and payments with receivables aging 3) Sales by product/service and geographic distribution 4) Trial balance: revenue, fixed costs, variable costs, contribution margin, and EBITDA 5) Comparison between actuals and budget (forecast) 6) Ready-to-use summaries for the board, accountant, or operational meetings. Practical examples: "Show me monthly revenue for 2024, 2025, and 2026 side by side. Does the seasonal peak always fall in the same month?" "Which invoices are unpaid? Give me a follow-up priority by amount and aging." "Prepare a first-quarter summary for the board: headline KPIs, revenue trend, product mix, and three points to watch." Read-only — no installation The connector reads your data; it does not modify it. It does not create invoices, send documents to the SDI, or touch master data records. Access is handled through OAuth: you authenticate with Fattura24 and authorize the connection. You can revoke access at any time. Available to all Fattura24 users with an active subscription.
Tools: 16
Productivity
freee
By freee K.K.
freee会計、人事労務、請求書、工数管理、販売、IT管理、サインなど、freeeの様々なプロダクトをclaudeに接続して、データの登録や分析を行いましょう。claudeに話しかけるだけで、やりたかったfreeeの操作が完了し、あなたの見たい形でデータを見たり、アドバイスを得ることができます。 Access freee's full product suite—Accounting, HR, Invoicing, Sales, and Project Management—through natural conversation. Draft journal entries, automate data registration, and get instant analysis of your business data. Generate financial reports in freee Accounting, calculate complex payroll allowances in freee HR, import spreadsheet-based estimates into freee Invoicing, compute client margins in freee Sales, or log work hours in freee Project Management—all by simply describing what you need. Turn everyday back-office tasks into effortless conversations.
Tools: 1 · Prompts: 3
Financial-Services
Brex
By Brex
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: 10 · Prompts: 1
Productivity
Penny by AccTek
By AccTek Ltd
Penny by AccTek is a finance data assistant for AccTek clients and approved Penny trial users. Penny retrieves structured summaries from your connected accounting data and explains cash, KPIs, management summaries, anomalies, report links, data freshness and reconciliation status in plain English. Penny cannot change accounting records, make payments, file returns, submit accounts, or replace professional advice from AccTek. Where accounting or tax judgement is needed, Penny should refer you to AccTek.
Tools: 6
Financial-Services
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
Productivity
Reflect
By Reflect
Reflect turns your HR and workforce data into answers, right inside Claude. 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
Finance
Billabex
By Billabex
Billabex is an AI-powered accounts receivable and invoice collection platform that helps finance teams manage customer payment follow-up directly from ChatGPT. Review customer accounts, contacts, invoices, credit notes, credit allocations, outstanding balances, overdue receivables, incoming emails, outgoing emails, payment communications, and account tasks in one place. Identify unpaid invoices and silent customers, inspect complete account and communication histories, monitor collection priorities, update customer and billing records, manage contacts, pause or resume automated payment reminders, respond to tasks raised by the AI agent, prepare scheduled communications, and send personalized payment reminder emails. Billabex centralizes receivables management, customer communication, invoice follow-up, credit control, and debt collection workflows so businesses can reduce late payments, improve cash flow visibility, save time on repetitive collection work, and maintain professional customer relationships.
Prompts: 3
Finance
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.
Prompts: 3
Finance
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.
Prompts: 3
Finance
ClarityTrack
By Claritytrack, Inc
ClarityTrack is the financial data layer for your AI assistant. Connect your ClarityTrack account and ChatGPT can read your live financial picture: account balances, recent transactions, server-computed spending by category, budget position, goals with progress, and the insights Clarity has flagged (price increases, duplicate charges, income anomalies). Everything is strictly read-only: ChatGPT can see what you can see, and can never move money or change settings. Data access is granted per-user via OAuth and can be revoked at any time from ClarityTrack settings.
Prompts: 3
Finance
Chargebee (EU Region)
By Chargebee Inc.
Connect ChatGPT 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.
Prompts: 3
Business & Operations
GST Invoice Maker
By Xero Apps Private Limited
GST Invoice Maker creates GST-compliant bills for Indian shops, restaurants, kiranas, and freelancers. Ask for a bill in plain language and get computed totals plus a link that opens the bill fully filled in — ready to print or save as PDF. Also provides ready-made downloadable bill format PDFs and a GST reference guide (required invoice fields, rate slabs). Free, no account needed, and bill data is processed in-memory — never stored.
Prompts: 3
Finance
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.
Prompts: 3
Finance
GrantLink
By GrantLink
GrantLink gives authorized nonprofit staff read-only access to their organization's grants, funders, programs, reporting deadlines, fund receipts, budgets, and QuickBooks sync health from ChatGPT.
Prompts: 2
Finance
Norman
By Norman AI Inc.
Norman lets you issue invoices and close your books without leaving ChatGPT. Sync your bank transactions, send invoices, upload receipts, and file taxes - all while talking naturally with ChatGPT. No accounting jargon, no 15 clicks to reconcile an invoice. When was the last time you issued an invoice by voice? Norman securely connects ChatGPT to your financial workspace, making financial management effortless.
Prompts: 1
Finance
SpecterSystems.io
By Specter Systems
Specter Systems helps merchants and brokers complete business financing intake, upload bank statements and supporting documents, and track financing applications. Authenticated Specter users can review their own recent applications, facilities, lender submissions, and offer status.
Prompts: 1
Finance
Primary
By Primary Technology
Read-only MCP server for querying Primary financial data, including balances, transaction history, FX rates, accounts, and treasury reporting. No write, transfer initiation, or state-changing operations are supported.
Prompts: 1
Productivity
ExpenseBot
By Robert Balahura
ExpenseBot turns ChatGPT into a full expense-management workflow for freelancers, accountants, real-estate agents, and small business owners. Drop a receipt photo or PDF in chat and AI extracts vendor, amount, date, tax, and category, then writes the row to your Google Sheet within 30 seconds. Ask "how much did I spend on travel last quarter, broken down by client" and get a per-tag P&L with revenue, cost, profit, and margin. Build a Q1 expense report and have ChatGPT email it to your accountant. Tools fall into scope-gated categories the user explicitly approves during the OAuth consent flow: read expenses, submit expenses (photos, PDFs, cash, mileage, income), scan Gmail for missed receipts, read reports, write reports, and run compliance and tax-deductibility checks. While ExpenseBot can scan Gmail (with the user's explicit OAuth consent), Gmail is one of many input paths. The app's primary value is the analytics, reporting, and tax tooling that operates on the user's own categorized expense data. The ChatGPT app does not sell anything and processes no payment. It manages the user's own expense data. An ExpenseBot account is required; new users can create one for free at expensebot.ai before connecting. OAuth 2.1 + PKCE S256 + Dynamic Client Registration. CASA Tier 2 certified.
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