Connect your workspace and review each financial action

Connect a workspace

Add Allocora in ChatGPT, sign in to your Allocora account, and approve the workspace connection. Select one workspace and the capabilities you want the connection to use.

• Choose a workspace where you have an active membership.
• Approve only the capabilities needed for your task; your current workspace role still applies.
• Ask ChatGPT to open the Allocora workspace or show the current setup and calculation readiness.
• To choose a different workspace or change the approved capabilities, disconnect and reconnect.

Continue an allocation workflow

Inspect products, source mappings, payees, versioned rules, and simulation results. Import revenue, preview a calculation, review its results, and prepare the next eligible action.

• Use the existing provider connection in Allocora for Stripe, Dodo Payments, or Paddle Revenue sync.
• Configure payout export templates, accounting mappings, and payout evidence formats when your role allows it.
• Review and lock eligible calculations, then generate statements, exports, reconciliation reports, or a close package.
• Use the amounts and statuses returned by Allocora for financial review.

Review before confirming

Changes start with a prepared review. Check the workspace, records, period, scope, amounts, and side effects, then explicitly confirm that action.

• A prepared review expires after fifteen minutes. Prepare another review if it expires or the underlying configuration changes.
• Changing a form or selecting another workspace requires a fresh review.
• Retrying the same completed confirmation returns its original operation reference.
• Statement delivery needs a separate review of the statement, recipients, channel, and expiry before sending or sharing.

Upload and check revenue files

Attach a CSV, XLS, or XLSX file in ChatGPT and select the revenue source, import period, and mapping. The attachment limit is 20 MiB.

• Inspect the parsed columns, proposed mapping, row issues, duplicates, and product identifiers before confirming the import.
• Resolve required product mappings and other blockers through the returned actions.
• Check the import status after confirmation and use the supported retry action for an eligible failure.

Access, downloads, and recovery

Your connection shares requested workspace data with ChatGPT within the approved capabilities and your current role. That data can include financial records, payee contact details, and authorized files.

• Request a new authorized download if a file link expires.
• Reconnect if the session expires or the connection has been revoked. A removed workspace membership or permission must be restored before that action can continue.
• Disconnect Allocora in ChatGPT when you no longer need the connection.
• Enter provider credentials and manage billing in Allocora account settings. Keep credentials, bank or card details, and government identifiers out of chat and uploaded files.