ChatGPT Plugin

Findash

Advisor workspace

Brand: FinDash

Category: Finance
Primary Subcategory: Financial Planning & FP&A Analytics

Integration details

Description

Findash helps authorized advisor-firm users search client and contact records, prepare briefs, review tasks and workflows, retrieve meeting transcripts, and update private workspace records through approved tools.

Integration type: Plugin
Verification status: Not applicable
Platform: ChatGPT
Category: Finance
Primary Subcategory: Financial Planning & FP&A Analytics
Secondary Subcategories: None listed
Brand: FinDash
Access: Account required
First tracked: 2026-05-28
Tool count: 235
Market: US

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Primary Subcategory

Competing in ChatGPT Financial Planning & FP&A Analytics

View Category

Listed in alphabetical order

Primary Subcategory

AlephComing soonGet notified

Alvore FinanceComing soonGet notified

Cash Flow FrogComing soonGet notified

CashflowPotComing soonGet notified

Centry Adviser CoordinationComing soonGet notified

FindashComing soonGet notified

Tools

235 tools agents can invoke

Use this tool to append one meetingHistory entry for a client account or contact-only CRM record and optionally update lastMeetingDate.
client_meeting_history_add
Use this tool to add a household member. linkedAccountId/linkedUserId or an exact memberEmail match links existing firm client accounts reciprocally, requiring edit access to both accounts. Mutual spouse/partner edit access is off by default; set mutualSpouseEditAccess=true only when the user explicitly requests it. Unmatched emails create contact-only members and return linkingWarning.
household_member_add
Use this tool to add one custom question to an onboarding flow.
onboarding_flow_question_add
Use this tool to insert one email step in an authorized client workflow. It cannot change another step type. Saved email automation can send mail or create connected-mailbox drafts. Send configurations require explicit content and recipient approval. Linked tasks and configured notifications may be synchronized.
workflow_email_step_add
Use this tool to insert one form assignment step in an authorized client workflow. It cannot change another step type. Form automation creates client assignments and can send notification emails when activated. Linked tasks and configured notifications may be synchronized.
workflow_form_step_add
Use this tool to insert one task-producing step into an existing client workflow, reorder later steps, and create or sync linked tasks. Accepted kinds are task, approval, document, meeting and wait. It cannot configure or execute email, SMS, form assignments or child workflows. Linked task creation can cause configured notification emails and outbound webhooks.
workflow_step_add
Use this tool to insert one sub-workflow step in an authorized client workflow. It cannot change another step type. Sub-workflow automation starts the selected saved child workflow and its configured tasks, messages, forms and start actions. Linked tasks and configured notifications may be synchronized.
workflow_subworkflow_step_add
Use this tool to atomically create a batch of firm default client tasks from an explicit task list. Each task requires an active primaryTagId or a batch defaultPrimaryTagId.
default_client_tasks_bulk_create
Use this tool to add/remove/set/clear firm tags across selected full client accounts. Requires an explicit selector and reports complete scan scope before writing.
client_accounts_bulk_tags_update
Use this tool to bulk update CRM contacts. For a relationship-only migration, set relationshipOnly:true, filterRelationship to the current firm label, relationship to the configured destination label, includeInactive:true when needed, and limit up to 200. This selects only contacts with a matching stored Relationship field, excluding recordType-only display matches. Dry-run and obtain an exact source count before writing; continue batches using nextCursor.
contacts_bulk_update
Use this tool to import up to 200 contact-only CRM records with at most 25 processed per call. Continue with nextCursor and unchanged input while hasMore is true. Matches each contact by ID, client ID, email, query, or external reference and returns per-contact outcomes. This tool does not create Findash client accounts, logins, or portal access.
contacts_bulk_upsert
Use this tool to check whether the Findash app server is reachable.
findash_server_health_check
Use this tool to complete an accessible personal or firm task and optionally add a completion note. It overwrites completion state. Firm completion can deliver task data to configured outbound webhook URLs and trigger configured workflows, which can send email or create form assignments with notifications. It returns the saved task; external deliveries cannot be recalled by reopening the task.
tasks_complete
Use this tool to mark every step in a workflow instance complete and finalize the workflow.
workflow_complete
Use this tool to complete an accessible firm workflow step, update workflow progress, and synchronize linked firm and client tasks. It overwrites completion state and may activate subsequent configured steps, including email automation, client form assignments with notifications, and sub-workflows. Linked firm task changes can also trigger configured outbound webhooks. It returns completion and activation details; these external effects cannot be recalled by reopening the step.
workflow_step_complete
Use this tool to set or disable one completion opportunity stage action on an existing firm workflow template. It preserves unrelated actions and does not start workflows or apply the action now. When completed, the workflow moves matching linked opportunities between the specified pipeline stages.
workflow_template_completion_stage_update
Use this tool to set or disable one start opportunity action on an existing firm workflow template. It preserves unrelated actions and does not start workflows or apply the action now. When started, the workflow creates the configured pipeline opportunity for its linked client or contact.
workflow_template_start_opportunity_update
Use this tool to set or disable one start opportunity stage action on an existing firm workflow template. It preserves unrelated actions and does not start workflows or apply the action now. When started, the workflow moves matching linked opportunities between the specified pipeline stages.
workflow_template_start_stage_update
Use this tool to set or disable one start tags action on an existing firm workflow template. It preserves unrelated actions and does not start workflows or apply the action now. When started, the workflow applies the configured tags to its linked client or contact.
workflow_template_start_tags_update
Use this tool to create a Findash client account, login, or client portal access, or to link an existing shared account. The tool also creates or reuses the linked CRM contact. It can change account access, merge existing contact data, and archive or delete the source contact when explicitly requested.
client_accounts_create
Use this tool to bulk-create default client tasks from every task-producing step in a workflow template. Imported dueInDays values become days after client signup; email, form-assignment, and sub-workflow steps are skipped.
default_client_tasks_from_workflow
Use this tool to save a new note on an authorized client account or contact-only CRM record. For a note derived from a Notetaker meeting, provide its sessionId. It writes note data and does not send email or messages. Revising an existing note requires its noteId rather than creating a duplicate.
notes_create
Use this tool to create a new organization onboarding flow.
onboarding_flow_create
Use this tool to create an opportunity (lead) in the firm pipeline with full opportunity fields.
opportunities_create
Use this tool to create an external link for a stored video recording you can manage. Anyone with the link can view the shared meeting. An existing active link is returned without changing its settings.
notetaker_recording_share_link_create
Use this tool to create a personal or firm task with title, dates, status, assignment, and optional recurrence. Firm assignees must be active organization members and linked clients or contacts must be accessible to the authenticated user. Recurrence is opt-in. Creating a task can schedule configured notification emails; firm tasks can also deliver task data to configured outbound webhook URLs. These external deliveries cannot be recalled by deleting the task.
tasks_create
Use this tool to seed Tax Center from a saved projected year and generate draft 1040, schedules and state planning PDF for CPA review. Requires a current year ledger.
client_projection_tax_draft_create
Use this tool to create a manual time-tracking entry for the authenticated user, optionally associated with an accessible client. Accept either date/startTime/endTime plus an IANA timeZone, or startAt/endAt ISO timestamps with explicit offsets.
time_entry_create
Use this tool to create or update a firm default client task, including title, description, subtasks, tags, and due date relative to client signup.
default_client_task_upsert
Use this tool to create or update saved firm workflow template settings and task-producing step arrays. Supplied settings and step arrays can overwrite existing template data. The accepted step kinds are task, approval, document, meeting and wait. It cannot write email, SMS, form or child-workflow configurations, start/completion actions, or synchronize active instances. These operations have dedicated public tools. It does not start a workflow instance.
workflow_template_upsert
Use this tool to delete an exact group, including its items, with transaction and saved-record readback.
client_cashflow_group_delete
Use this tool to delete one income/expense/savings item from a scenario group for future cash flow planning.
client_cashflow_item_delete
Use this tool to delete a manual cash flow scenario by scenarioId or exact scenarioName (auto-promotes a new default if needed).
client_cashflow_scenario_delete
Use this tool to soft-delete one Business Entities & Trusts profile record by default. Hard deletion requires softDelete=false and entityId.
client_entity_delete
Use this tool to remove one financial goal from active planning by id. By default archive the full goal for recovery before removing it from the goals array and customOrder.
client_goal_delete
Use this tool to soft-delete an insurance policy record by default. Permanent record and storage-file deletion require explicit hard-delete options.
client_insurance_policy_delete
Use this tool to delete a household or firm investment asset-class override by override id, security id, or ticker/canonical key.
client_asset_class_override_delete
Use this tool to remove one manual investment account by accountId or name match. By default archive the client account and preserve its holdings for recovery; hard deletion requires softDelete=false and accountId.
client_manual_investment_account_delete
Use this tool to remove one manual net-worth account by accountId or name match. By default archive the client account and related holdings for recovery; hard deletion requires softDelete=false and accountId.
client_manual_account_delete
Use this tool to remove one or all primary-client Profile emails, phones, or addresses from profile data arrays and resync the primary legacy fields.
client_profile_contact_methods_delete
Use this tool to delete a contact by id/email/external ref (soft-delete default).
contacts_delete
Use this tool to remove one or all email/phone/address methods from a contact.
contact_methods_delete
Use this tool to delete one default client task by id, or by an unambiguous exact title.
default_client_task_delete
Use this tool to soft-delete a family member record from client profile by default; hard deletion requires softDelete=false. Linked account members must be unlinked in Profile.
client_family_member_delete
Use this tool to remove one or all emails, phones, or addresses from a family member and resync primary legacy fields.
client_family_member_contact_methods_delete
Use this tool to delete a configured firm tag and remove all matching assignments from contacts, client accounts, summary accounts, and organization users. The operation scans to completion or refuses to write.
tag_delete
Use this tool to soft-delete a note by noteId for a client account or contact-only CRM record by default; hard deletion requires softDelete=false.
notes_delete
Use this tool to delete one onboarding flow. Requires another flow to remain.
onboarding_flow_delete
Use this tool to delete one custom question from an onboarding flow.
onboarding_flow_question_delete
Use this tool to soft-delete an opportunity by default (firm admin only); hard deletion requires softDelete=false.
opportunity_delete

FAQs

Findash ChatGPT Plugin FAQ

How the directory, categories and Discoverability Score work.

Read the methodology

How do I improve Findash's ChatGPT Plugin discoverability?

The levers are the listing surface agents actually read: names, descriptions, keywords, tool metadata, and registry health. Which lever matters depends on where discovery breaks, which is what continuous measurement shows.

What are Findash alternatives on ChatGPT?

As of 2026-11-02, Findash competes with Aleph, Alvore Finance, Cash Flow Frog, CashflowPot, Centry Adviser Coordination, Centry Global Cashflow, Centry Global Estate Planner, Codon Valuation and 23 more in ChatGPT Financial Planning & FP&A Analytics, ranked by public Discoverability Score.

Where is this profile measured?

This profile uses the geography attached to the latest public registry snapshot: US. Locale tags are intentionally omitted.