Orsta accounting and AI integrations

Upload CSV and Excel trial balances into Orsta. The first ChatGPT plugin submission will use file uploads.

Available today

• CSV and Excel trial balance uploads with saved file layouts.

Coming soon

• Direct Xero imports for selected periods.
• QuickBooks integration to import accounting data directly into Orsta.
• MCP connection for approved Orsta actions through compatible AI assistants.

From import to report

Use imported trial balances with your account mappings and report templates to prepare recurring financial reports. The planned MCP connection could let compatible AI assistants help with account checks, report preparation and exports.