# Findash — AI Connector

Client records and meeting prep for advisory firms. Findash is listed under Finance in the ChatGPT apps directory, built by FinDash, Inc.

Source: https://node8.ai/ai-connectors/finance/findash/

---

[AI Connectors](https://node8.ai/ai-connectors/) · [Finance](https://node8.ai/ai-connectors/finance/)

# Findash

Client records and meeting prep for advisory firms

Listed in ChatGPT

[ChatGPT listing](https://chatgpt.com/plugins/findash?open_in_app) [findash.ai](https://findash.ai)

Overview

## What Findash does

Findash is a workspace for advisory firms, and the app opens it to authorized users at those firms. Client and contact records can be searched, meeting transcripts retrieved, and tasks and workflows reviewed inside the conversation.

It also handles preparation. Briefs can be assembled ahead of a client meeting from the records already held in the workspace, which is the case for pulling transcripts and contact history into the same session.

This one is not read-only. Private workspace records can be updated, though the listing is careful about the conditions: authorized advisor-firm users, working through approved tools. Access is therefore bounded by the permissions the firm has already set.

### Who it is for

Staff at advisory firms that already run client operations in Findash.

### What stands out

It writes to records as well as reading them, within limits the firm controls.

Availability

## Where Findash is listed

Findash is listed in the ChatGPT apps directory only. FinDash, Inc has no connector under the same domain in the Claude directory; 392 of the 3,150 products here are on both marketplaces, and this is not one of them.

ChatGPT apps are built on MCP, and the same server can back a Claude connector, so the absence is a distribution decision rather than a technical one.

ChatGPT listing

## In the ChatGPT apps directory

Developer

FinDash, Inc

Filed under

Finance

Listed since

June 2026

Authentication

Authenticates when installed

Website

[findash.ai](https://findash.ai)

Policies published

Privacy policy · Terms of service

Official listing

[Open in ChatGPT](https://chatgpt.com/plugins/findash?open_in_app)

Snapshot

August 2026

Nearby

## Other Finance connectors

### [HealthMoney](https://node8.ai/ai-connectors/finance/healthmoney/)

Portfolio, allocation, and retirement overview in one view

ChatGPT

### [A-Max Auto Insurance](https://node8.ai/ai-connectors/finance/a-max-auto-insurance/)

Auto insurance rate comparison inside the chat

ChatGPT

### [Abacum.ai](https://node8.ai/ai-connectors/finance/abacum-ai/)

Live actuals, plans, and forecasts from an Abacum model

Claude

### [ACE Money Transfer](https://node8.ai/ai-connectors/finance/ace-money-transfer/)

Remittance rates, fees, and payout options by corridor

ChatGPT

### [Monk](https://node8.ai/ai-connectors/finance/monk/)

Balance checks and collections queries against a Monk instance

Claude

### [NAVI Protocol](https://node8.ai/ai-connectors/finance/navi-protocol/)

NAVI lending pools, positions and wider Sui DeFi data

Claude

[All 363 Finance connectors](https://node8.ai/ai-connectors/finance/)

This is an independent catalogue entry compiled by Node8 from Findash's public marketplace listing as it stood in August 2026. Listing facts come from the marketplaces; the comparisons against the rest of the directory and any live-endpoint measurements are Node8's. Node8 is not affiliated with FinDash, Inc, and inclusion here is not an endorsement.

## Want your company reachable inside ChatGPT and Claude?

Node8 builds MCP servers end to end: deciding which tools are worth exposing, the authentication and permission model, the review submissions, and the onboarding that gets them used. One server serves ChatGPT, Claude, and Microsoft Copilot.

[See how it works](https://node8.ai/mcp) Book a strategy session