Firmary Client Answers
ChatGPT pluginCollect client explanations
Ask clients what selected transactions were for, then keep their explanations alongside your original rows.
Prepare a private draft from selected transaction rows or a CSV attached in ChatGPT, or import a CSV on the website. Review the source rows, questions and client email before creating a link to share yourself. The client verifies that fixed email before viewing the questions and can answer, say they do not recognize a transaction, or flag that they need to check.
Find your requests, read the latest submitted answers, and download a CSV with original source fields and response metadata. Saved unsent client answers stay private. Permanently close a request when collection is finished.
For bookkeepers, accountants and other professionals collecting transaction explanations. Client Answers does not guess transaction purposes, classify expenses, mark accounting records complete, collect documents, or send invitations and reminders. Do not include card data, medical information, government identifiers or authentication secrets. Website sign-in is required for owner review and CSV downloads; clients verify their email on the website. Availability and retention follow the published service terms.
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Rank in Productivity
3 listing changes logged · latest Oct 28: Description, Version, Name. See what changed
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Productivity1,724th of 2,680 by placement
| # | Plugin | Position | 7d |
|---|---|---|---|
| 1722 | #7482 | 10places up | |
| 1723 | #7483 | 10places up | |
| 1724 | #7484 | 10places up | |
| 1725 | #7489 | 10places up | |
| 1726 | #7490 | 10places up |
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All listings by FirmaryExample prompts
- “Draft questions for my client about these selected transactions so I can review them before sharing.”
- “Show the latest submitted client explanations and flag rows still awaiting a response.”
- “Give me the CSV download with the original source rows and submitted client answers.”
Skills
client-questions
Ask an accountant's or bookkeeper's client to explain specific transactions with Client Answers, then read or export the answers. Use for transaction questions to a single client, not general email, document collection, or bookkeeping decisions.
- Categories
- Sign-in
- On Install
- Capabilities
- Prepare client questions from selected transactions, Create a private client link, Read submitted client answers, Export answers to CSV, Close a request
- Availability
- Available
- Version
- 0.1.1
- Keywords
- accounting, bookkeeping, transactions, client-questions, reconciliation
- Created
- October 3, 2026
- More info
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