Stripe, QuickBooks, Xero, ..
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. More
What you can ask List all invoices in my QuickBooks account from the last year with customer, amount, status, and due date. Copy
Example path list_actions → get_connectors Finance Insights skill
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. MCP connector Server URL https://mcp.windsor.ai/financeCopy Login OAuth Tools Reads data13 get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ get_ list_
Changes data2 contact_ create_
Deletes or can't be undone2 create_ execute_
Skills 4 in the ChatGPT listing
Connect Finance Sources Connect, reconnect, or add accounts for Stripe, QuickBooks, PayPal, Xero, Chargebee, and Braintree to Windsor.ai and resolve which account a request means. Export Finance Data Set up and review recurring exports of Stripe, QuickBooks, PayPal, Xero, Chargebee, and Braintree data to warehouses, databases, sheets, or storage through Windsor.ai. 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. Finance Insights Report, rank, compare, and trend finance performance across Stripe, QuickBooks, PayPal, Xero, Chargebee, and Braintree through Windsor.ai. 