# Savvy (ChatGPT App)

> Savant for Finance AI

- Type: app
- Publisher: Savant Labs
- Categories: Finance
- Website: https://chatgpt.com/plugins/plugin_asdk_app_6a9729e253648191aac16f7b62393c34
- Open in ChatGPT: https://chatgpt.com/plugins/plugin_asdk_app_6a9729e253648191aac16f7b62393c34
- Version: 1.1.0
- Listed: 2026-10-04

## About

Savvy is the Savant copilot for ChatGPT and Codex. Savant is the AI automation platform for modern finance, automating manual data work across tax and accounting processes with SOX compliance built in.
ChatGPT reasons. Savant executes and governs. Savvy connects the two, turning a conversation about a finance process into an audit-ready workflow agent running on Savant's AI control layer: a deterministic processing engine that returns the same result every cycle, human-in-the-loop review at the points that need judgment, your institutional process knowledge captured as reusable context, and governance and SOX controls that produce a full audit trail on every run.
Describe a process in plain language and Savvy plans it with you, builds it in Savant, documents it, and verifies it against your data – ready to run identically every close.

## How to use

1. **Add it in ChatGPT** Open Savvy in ChatGPT's Plugin directory (button above), select + to add it and sign in if asked.

2. **Use it in a chat** Type @ in the composer and pick Savvy, or start your message with its name. ChatGPT may also suggest it when it fits what you ask.

## Skills

- **savvy**: Work with the Savant Labs analytics platform in natural language — answer product questions, build a new flow from a described process (planning it, then creating and verifying it live), apply (create or edit) a workflow in the live app, and inspect/export/explain an existing flow. Use this skill whenever the user mentions Savant or Savvy; asks what Savvy is or can do, how it works, or how to get started; pastes a Savant flow URL (.../en/app/flow/...) or has a workflow JSON file; asks to build/design/create/import/edit/fix/inspect/debug/explain/export a data workflow or pipeline; or asks a conceptual question about Savant objects (dataset, system, folder, workspace, tool/step, Analyze mode, run/test history, admin usage). Also runs finance reconciliations — bank, credit-card, GL-to-subledger, intercompany, and balance-sheet tie-outs ("reconcile", "bank rec", month-end close) — and migrates Alteryx workflows (.yxmd/.yxwz/.yxmc/.yxzp, "replace Alteryx", "Designer workflow") into Savant with a migration guide.

## Example prompts

- "Create an agent to reconcile intercompany balances across entities and flag exceptions."
- "Run the Trial Balance agent and show me the exceptions that need review."
- "Walk me through the Tax Apportionment agent and suggest improvements."

## Related

- [Intuit QuickBooks](https://chatgptplugins.directory/apps/intuit-quickbooks.md): Analyze profit and cash flow, run reports and manage invoices from chat
- [Xero](https://chatgptplugins.directory/apps/xero.md): Read-only P&L, cash flow and invoice summaries from Xero
- [PayPal](https://chatgptplugins.directory/apps/paypal.md): Manage your PayPal business and build a payments integration
- [Mercury](https://chatgptplugins.directory/apps/mercury.md): Ask questions about your Mercury business bank accounts
- [Interactive Brokers (IBKR)](https://chatgptplugins.directory/apps/interactive-brokers.md): Review your IBKR portfolio and market data, and draft trades for approval
- [PitchBook](https://chatgptplugins.directory/apps/pitchbook.md): Private capital market data on firms, deals and funds for PitchBook clients

---
Source: https://chatgptplugins.directory/apps/savvy · Index: https://chatgptplugins.directory/llms.txt · Independent and community-run. Not affiliated with or endorsed by OpenAI. ChatGPT is a trademark of OpenAI.
