Agent
Discoverability

K-φ

Turn any GL export into KPIs, covenants & forecast

View in the Claude registry
Brand
K-Φ
Category
Finance
Integration details

Description

K-Φ turns a raw accounting export into audited-grade figures, without manual cleanup and without an account. Give Claude a general ledger, a trial balance or a FEC export, CSV or TSV, from SAP, Sage, Cegid, QuickBooks, Xero, Pennylane, NetSuite or any other system. K-Φ's deterministic engine detects the format, maps the columns, builds the financial statements and returns: 30 standard KPIs: EBITDA and margins, operating and net income, DSO, DPO, DIO, cash conversion cycle, working capital, liquidity and leverage ratios, ROE. Bank covenants tested against your own thresholds (DSCR, net debt/EBITDA, interest coverage, gearing, current ratio), with any breach flagged explicitly. A cash forecast per entity, per business unit or consolidated, built on the DSO/DPO actually observed in your ledger, not on generic assumptions. An interactive dashboard, valid 24 hours, with tiles, charts, covenant status and a projection panel you can re-scope entity by entity. Every figure is traceable: each KPI carries its formula and the accounts behind it, and kphi_explain_kpi returns that breakdown on demand. When a ratio cannot be computed honestly (no debt accounts, interest not isolable, no opening balances), K-Φ says so and explains why. Large files go through a secure single-use upload link (up to 500 MB). Each analysis runs in its own isolated sandbox, deleted within 24 hours unless you claim it. Multi-entity previews aggregate as a simple sum. Claim your results and the full K-Φ workspace opens, free for 30 days: consolidation with FX and intercompany elimination; AR and AP invoices imported from QuickBooks, Xero, Sage or any ERP and reconciled against the ledger; live bank feeds in the US, Canada and Europe feeding the forecast; and BUILD, coming soon: your own extension of K-Φ, built from Claude on data the platform has already normalised.

Integration type
Connector
Verification status
Community connector
Platform
Claude
Category
Finance

The broad Category that contains the Primary Subcategory.

Primary Subcategory
Financial Planning & FP&A Analytics

The Primary Subcategory used for this profile’s headline score.

Secondary Subcategories
None listed

Other Subcategories where the Integration is listed.

Brand
K-Φ
Access
No account required
First tracked
2026-08-27
Tool count
4
Geography
US
Agent DiscoverabilityClaude Discoverability Score

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Primary Subcategory
20 scoredVerified connectors by score · Community connectors A–Z
Primary Subcategory
1Intuit QuickBooks70/100
2Datarails FinanceOS41/100
3ChartMogul28/100
4Xero23/100
5Kick21/100
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Tools

4 tools agents can invoke

Recommended guideHow to get your Claude Connector organically discoveredFollow the practical steps agents use to find, shortlist, and choose your Connector.Read guide
FAQs

K-φ Claude Connector FAQ

How the directory, categories and Discoverability Score work.

Read the methodology
How do I improve K-φ's Claude Connector 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 K-φ alternatives on Claude?

As of 2026-10-22, K-φ competes with Intuit QuickBooks, Datarails FinanceOS, ChartMogul, Xero, Kick, Chargebee, Light, Atlar and 37 more in Claude 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.