Client finances and briefings
Alvore Finance is the workspace where financial consultants and their business clients keep the numbers an engagement runs on. With this app you can ask about a company's P&L, indicators, budget and categorized transactions for any month; review an individual client's overview, household budget and transactions; and read the consulting deliverables attached to each engagement, or publish a new one. Reads cover company and personal finance. Writes only create or update project content — a project, its briefing, an HTML deliverable and its versions — inside the client's private workspace. No tool initiates or settles a payment, transfer or purchase, and nothing the app writes is published to a public address.
When connected to Alvore Finance, ChatGPT may share relevant chats and memories with this app to help provide context for your requests. Alvore Finance’s use of this data is subject to their terms and privacy policy. If you have Memory enabled, data from the app may be used to proactively provide helpful information or suggestions. ChatGPT always respects your training data preferences, including for data from connected apps. Use of apps may come with elevated risk. You can manage your preferences or disconnect from apps anytime in your settings. Learn more