Simple AIMoneyKeep customersLink only
Gift ideas for new clients
Lists client gifts under a set budget that can ship to an office.
You need: any AI chat (ChatGPT, Claude or Grok Bot)
By Google
Travel expense tracker
Claimed by . Their site
Sets up a sheet to log trip costs by date, type and vendor.
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MoneyRun the businessLink only
Plain-English investment summary
Turns an annual report into a simple summary with key risks.
You need: any AI chat (ChatGPT, Claude or Grok Bot)
By Microsoft
MoneyRun the businessLink only
Formulas to clean messy data
Suggests sheet formulas to fix spacing and capital letters.
You need: any AI chat (ChatGPT, Claude or Grok Bot)
By Microsoft
MoneyFind peopleLink only
Top product groups by revenue
Finds your top three product categories by sales over three years.
You need: any AI chat (ChatGPT, Claude or Grok Bot)
By Microsoft
MoneyRun the businessLink only
12-month rolling average
Adds columns to a sheet that show a rolling yearly average.
You need: any AI chat (ChatGPT, Claude or Grok Bot)
By Microsoft
MoneyRun the businessLink only
Two-year revenue forecast chart
Forecasts sales by category for two years next to past data in one chart.
You need: any AI chat (ChatGPT, Claude or Grok Bot)
By Microsoft
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