Finance Codex plugins

Plugin name

Belgian Annual Accounts

Publisher subtitle

Query customers and accounts

Publisher subtitle

View your Wealthfront accounts

Publisher keywords · listing

accounting bookkeeping financial-close invoicing management-accounts xero quickbooks

Publisher description

…your assistant. Ask "how much did we recover last quarter?", "what's my recovery rate?", or "which accounts paid the most?" and get a complete, business-framed answer scoped strictly to your own account. Read-only, OAuth-secured, no write access.

Publisher description

…one place. Create and send invoices, record income and expenses, and keep an organised view of your accounts so you always know where your business stands. With Akaunting, you can invoice customers and track payment status, log expenses with categories and tags, and connect bank accounts to streamli…

Publisher description

…rliquid markets, and Polymarket prediction markets, and to analyze your Gina wallet, positions, and accounts. Gina cannot place trades or transfer assets inside ChatGPT or Codex.

Publisher description

…uch as revenue, EBITDA, and debt for portfolio assets across any reporting period, look up investor accounts and their associated entities, and get detailed commitment breakdowns across funds, including amounts and statuses, all without leaving ChatGPT. Ideal for portfolio managers and investor rela…

Publisher description

Awaken Tax helps users inspect cryptocurrency transactions, accounts, portfolios, tax lots, reports, and reconciliation data; correct private tax records; and generate tax reports through ChatGPT.

Publisher description

BankPilot watches a user's bank accounts for recurring payments (rent, salary, insurance, utilities) and flags what is overdue, missing or off-amount. Connected to ChatGPT it answers, read-only, questions such as 'Welche Zahlungen s…

Publisher description

Billabex is an AI-powered accounts receivable and invoice collection platform that helps finance teams manage customer payment follow-up directly from ChatGPT. Review customer accounts, contacts, invoices, credit notes, credit…

Publisher description

…ata across Spot, Futures, and Options. No authentication is required. This app does not access user accounts and does not support trading or transactions. Market data is provided “as is” from Binance’s public APIs and may be delayed, incomplete, or subject to change. This information is for informat…

Publisher full description

Name a store and get the card in your wallet that nets the most on that purchase. Accounts for how the merchant actually codes (Target is a discount store, not a supermarket), spending caps you have partly used, categories you have not activated, what your points are really worth,…

Publisher description

Securely connect your financial accounts to see your net worth, spending, and household finances in ChatGPT — including accounts shared with a partner, with full control over what stays private.

Publisher description

…rty managed account services for high-value and complex transactions. Get expert guidance on escrow accounts, payment management, and secure fund holding. Learn about UK escrow services including construction escrow, M&A escrow, divorce escrow, marine escrow, and third-party managed accounts (TPMAs)…

Publisher description

…and investment account to ChatGPT — then ask it anything about your money. Era Context unifies your accounts, categorizes transactions, surfaces recurring charges, and tracks cash flow so ChatGPT can give you answers that are actually grounded in your data. What you can do: - See where your money we…

Publisher description

…rs track account balances, record income and expenses, manage budget limits, transfer funds between accounts, and review financial analytics through ChatGPT.

Publisher description

…r gives ChatGPT access to your Finom business data. Ask about transactions and spending across your accounts, look up invoices and payment status, review card activity, and check bookkeeping records and tax deadlines. You need an active Finom account to use this connector. Access is limited to the c…

Publisher description

Fold helps users securely review their own transactions, accounts, investments, recurring expenses, credit profile, and savings through ChatGPT.

Publisher description

…iew capital calls and distributions, look up portfolio company holdings and returns, reconcile bank accounts, pull general ledger and trial balance data, and answer other questions based on your live Further data.

Publisher description

Help users navigate international payments, freelance receiving accounts, digital asset exchanges, and trading platforms. Delivers practical fee comparisons, currency conversion nuances, and security reviews with direct links to verified global fintech and crypto…

Publisher description

…omatically — no manual typing, no duplicates. Then just ask. Check your profit, balance, cash flow, accounts payable and receivable, and how much you have paid each helper. Sort out the transfers that still need review, schedule upcoming payments with reminders, generate receipts for helpers and cli…

Publisher full description

…itcoin Lightning. Your agent tells you when something arrives, right in your terminal or editor. No accounts on either side, non-custodial, and the payment proof is what releases a paid result. Full function via the Hypawave MCP server.

Publisher description

…ly information cards with links to official sources. It requires no sign-in, cannot access customer accounts, applications, transactions, or personal banking data, and provides general information only.

Publisher description

…ge service to be enabled for the selected client. DMS content search is available only for eligible accounts. Access is limited to the DATEV data and operations permitted for the authenticated user.

Publisher description

…rd to save in Q3?" and get advice grounded in your real data — not generic tips. 30+ tools covering accounts, transactions, budgets, categories, and receipts. Personally owned. Shareable when you want.

Publisher description

…ates. Ask for the best rates on CDs (3 to 60 months), high-yield savings, money market and checking accounts, mortgages, home equity loans and HELOCs, auto loans, personal loans, and credit cards — nationally or in your state — and get one best quote per institution with the minimum deposit and the…

Publisher description

…market datasets into a unified intelligence layer to help teams identify opportunities, prioritize accounts, and support more effective customer engagement. The solution combines comprehensive Moody’s entity intelligence, including global company profiles, hierarchies, and ownership linkages, with…

Publisher description

…a custom portfolio using historical market data. The app is read-only and does not access customer accounts, place orders, subscribe to products, or execute financial transactions.

Publisher description

…s you understand your spending, budget, and cash flow using natural language. Securely connect your accounts to instantly check bank balances, review recent transactions, track recurring bills, and analyze spending by category without digging through dashboards or statements. Nexafin is privacy-firs…

Publisher description

…ed fundamentals directly in ChatGPT. Noweir Market Data is read-only, does not connect to brokerage accounts or execute trades, and clearly labels market-data limitations.

Publisher description

Pane connects your bank accounts, credit cards, and investments to ChatGPT so you can ask real questions about your money. Check balances, analyze spending by category, track recurring subscriptions, and monitor your full fi…

Publisher description

…It does not provide personalized investment advice, choose investments for users, connect brokerage accounts, or execute transactions. Results are illustrative and depend on market prices available when generated.

Publisher description

…ctions and voice notes - Playbook — your setups and rules, to check compliance - Prop-firm & broker accounts — balances, drawdown, transactions Private and read-only by design. The connector can only read your data — it can never change or delete anything. You sign in securely with your PFT account…

Publisher description

…ch, filter and categorize your transactions in plain language. Investigate patterns across all your accounts, check balances, and review your categories, labels and saved searches. Go beyond "what did I spend?": uncover unusual merchant and timing patterns, see what your spending reveals about your…

Publisher description

…MCP server for querying Primary financial data, including balances, transaction history, FX rates, accounts, and treasury reporting. No write, transfer initiation, or state-changing operations are supported.