Review and manage your books
Connect Setttle to review your company books, reconcile bank activity, prepare financial reports, and record bookkeeping changes you confirm. Setttle keeps a double-entry ledger for one or more companies in CAD and USD. More
MCP connector Server URL https://api.setttle.ca/mcpCopy Login OAuth Tools Reads data36 export_ capital_ assets_ csvexport_ mileage_ csvget_ attentionget_ balance_ sheetget_ bank_ transactionget_ books_ readinessget_ capital_ assetget_ home_ profileget_ home_ worksheetget_ import_ planget_ invoiceget_ mileageget_ profit_ and_ lossget_ receiptget_ trial_ balanceget_ vehicleget_ vendor_ billlatest_ fx_ ratelist_ accountslist_ bank_ transactionslist_ capital_ assetslist_ entitieslist_ home_ expense_ categorieslist_ home_ recurrence_ templateslist_ home_ worksheetslist_ import_ reviewslist_ invoiceslist_ journal_ entrieslist_ mileagelist_ receiptslist_ tax_ rateslist_ unregistered_ purchaseslist_ vehicleslist_ vendor_ billslist_ vendorsresolve_ account
Changes data16 create_ capital_ assetcreate_ home_ expense_ categorycreate_ home_ expense_ sourcecreate_ home_ profilecreate_ home_ recurrence_ templatecreate_ home_ worksheetcreate_ invoicecreate_ mileagecreate_ vehiclecreate_ vendorcreate_ vendor_ billgenerate_ home_ recurrence_ draftspost_ journal_ entryrecord_ invoice_ paymentrecord_ vendor_ bill_ paymentuse_ entity
Deletes or can't be undone30 apply_ bank_ transaction_ to_ invoiceapprove_ vendor_ billarchive_ home_ expense_ sourcearchive_ home_ worksheetarchive_ mileagedelete_ draft_ home_ expense_ sourceedit_ journal_ entryexclude_ bank_ transactionexport_ home_ worksheetmatch_ bank_ transactionpay_ bills_ from_ bank_ transactionpost_ bank_ transactionpost_ bank_ transaction_ splitpost_ invoice_ arpost_ opening_ balancespost_ vendor_ billready_ home_ worksheetresolve_ home_ expense_ categoryresolve_ unregistered_ purchaseretire_ vehicleset_ asset_ lifecycleset_ bank_ transaction_ titleundo_ bank_ postunmatch_ bank_ transactionupdate_ capital_ assetupdate_ mileageupdate_ vehicleupdate_ vendor_ billvoid_ invoicevoid_ journal_ entry
Skills 5 in the ChatGPT listing
Prepare report Prepare a clear Setttle financial report for a specified company and period. Reconcile bank Find and safely resolve unmatched Setttle bank activity without creating duplicate bookkeeping entries. Record transaction Draft and, after explicit confirmation, record a transaction in the correct Setttle company books. Review books Review a Setttle company's books for a period and summarize what is healthy, unusual, or needs attention. Setttle bookkeeping Help a Setttle user understand, review, reconcile, report on, and safely update company books.