Windsor.ai for Finance
ChatGPT pluginAnalyze revenue and payments
Windsor.ai for Finance is a focused workspace for your payments and accounting data. It connects Stripe, QuickBooks, PayPal, Xero, Chargebee, and Braintree so you can ask questions in plain language: track revenue, transactions, refunds, and payouts; compare periods; and review invoices and balances. You can also schedule recurring exports of that data to a warehouse or spreadsheet.
Where a source supports it, for example Stripe, you can also make changes, always after you confirm; the other sources are read-only. It connects only these finance sources, so the tools stay on task.
Windsor.ai is an independent product and is not affiliated with or endorsed by the platforms it connects to. All product names and logos are trademarks of their respective owners.
Windsor.ai for Finance is #10,966 of 13,927 ChatGPT plugins by placement, up 479 places in a week.
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Rank by placement
Rank in Business & operations
4 listing changes logged · latest Nov 13: Capabilities, Keywords, Version and 1 more. See what changed
In its category
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Business & operations1,900th of 2,396 by placement
| # | Plugin | Position | 7d |
|---|---|---|---|
| 1898 | #10947 | 13places up | |
| 1899 | #10962 | 620places up | |
| 1900 | #10966 | 479places up | |
| 1901 | #10967 | 913places up | |
| 1902 | #10968 | 44places down |
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7 more on the publisher’s page.
Example prompts
- “List all invoices in my QuickBooks account from the last year with customer, amount, status, and due date.”
- “How much of last year's QuickBooks invoicing is still unpaid, broken down by status?”
- “Use $finance-insights to show my QuickBooks customers with the highest invoiced total last year.”
Skills
finance-connect
Connect, reconnect, or add accounts for Stripe, QuickBooks, PayPal, Xero, Chargebee, and Braintree to Windsor.ai and resolve which account a request means. Use when the user wants to connect a source or asks what is connected. Do not use for analysis or changes.
finance-export
Set up and review recurring exports of Stripe, QuickBooks, PayPal, Xero, Chargebee, and Braintree data to warehouses, databases, sheets, or storage through Windsor.ai. Use for scheduled or automated exports and syncs. Do not use for a one-off answer.
finance-help
Explain what Windsor.ai for Finance covers (Stripe, QuickBooks, PayPal, Xero, Chargebee, and Braintree), what it does not, and which skill handles a request. Use when the user asks what the app can do or asks for something outside its scope.
finance-insights
Report, rank, compare, and trend finance performance across Stripe, QuickBooks, PayPal, Xero, Chargebee, and Braintree through Windsor.ai. Use when the user asks about revenue, charges, refunds, payouts, fees, subscriptions and MRR, invoices, and balances. Do not use to change anything, to connect an account, or to schedule exports - route those to the sibling skills.
- Categories
- Made by
- Windsor.ai · Website
- Sign-in
- On Install
- Capabilities
- Analyze revenue, charges, refunds, payouts and fees from Stripe, PayPal and Braintree, Analyze subscriptions from Stripe and Chargebee, Review QuickBooks and Xero invoices, customers and balances, Compare finance results across periods and sources, Create Stripe customers and subscriptions after confirmation, Schedule recurring exports of finance data to warehouses and spreadsheets
- Availability
- Available
- Version
- 1.0.1
- Keywords
- stripe, stripe analytics, stripe reporting, stripe chatgpt, stripe mcp, quickbooks, quickbooks reporting, quickbooks chatgpt, quickbooks invoices, xero, xero reporting, paypal, paypal transactions, chargebee, braintree, finance reporting, financial reporting, revenue reporting, payments reporting, invoices, unpaid invoices, accounts receivable, subscriptions, mrr, payouts, refunds, windsor.ai, windsor ai
- Created
- October 27, 2026
- More info
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