Finance Codex plugins

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Review books, match receipts

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Review PRIIPs KID figures

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Review portfolio & VN market

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Check Brokers, View Reviews

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…tracking Address-to-county resolution with county parcel confirmation Document and proof-of-filing review Reminder-ready verified deadline tracking

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…ent integrations Set up Mollie Connect for platforms Implement recurring payments and subscriptions Review payments, refunds and settlements Troubleshoot webhooks and authentication Upgrade Mollie SDKs and migrate from the Orders API

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Aave helps users explore live Aave V3 and V4 markets, review wallet positions and DAO governance, simulate lending actions, and prepare non-custodial transactions or signed-order workflows through ChatGPT.

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Connect your AI Expense account to save one invoice or receipt at a time, review extracted expense details before saving, and ask read-only questions about your existing expenses, merchants, categories, and spending trends. An active paid AI Expense subscription is required…

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…purchase insurance policies offered by Albsig in Albania. Users can explore available policy types, review key coverage information, and start the process of getting insurance directly through the app. The app makes it easier to access Albsig insurance services in one place.

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…h the use of this application and in accordance with applicable data protection regulations. Please review our privacy policy at https://www.allianz.de/datenschutz/allianz-versicherungs-ag/antragsteller-versicherungsnehmer-unfall-haft-kfz-recht-sach/ Where necessary, we will transparently obtain you…

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…arnings materials. It is designed to make financial research more structured, faster, and easier to review.

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…pts, track earnings and IPO calendars, monitor insider transactions and institutional holdings, and review stock splits and dividends. Score news sentiment by ticker, and analyze options chains, put-call ratios, and volume/open-interest ratios for market positioning and sentiment analysis. Query 50+…

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…p you can ask about a company's P&L, indicators, budget and categorized transactions for any month; review an individual client's overview, household budget and transactions; and read the consulting deliverables attached to each engagement, or publish a new one. Reads cover company and personal fina…

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…k their own portfolios, including holdings, dividends, valuations, and processing status. The free preview provides public fund data and indicators, while Pro unlocks the remaining tools and full analyses. The app is informational and read-only: it does not buy or sell investments, move money, or re…

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Review Antom Settlement Detail CSV or XLSX reports to verify settlement calculations, summarize net settlement and fees, break down fees by payment method, and show exactly where amounts do not match.…

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…cle registration document for accuracy, and returns a pre-filled link to the online quote tool. You review the details, read the IPID, and complete the subscription and payment on the partner's secure site.

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Review and manage Avalara transactions, exemptions, returns, and reports through the Avalara Product Portal in your local desktop browser.

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…let's users securely search instruments, view funds and margins, check holdings and open positions, review today’s orders and trades, fetch real-time market quotes, and retrieve historical OHLC chart data. The connector is designed to give users useful market and account context while keeping access…

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…o CSV, Excel, QuickBooks, OFX, QFX, MT940, CAMT.053, JSON, Xero, Sage, MYOB, UBL, Peppol, and more. Review supported formats, confirm your upload, track conversion status, and download the completed file. No bank login or payment transfer is performed.

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…ker, search filing text, browse filings and documents, inspect financial statements and tables, and review reported institutional holdings and insider transactions. The app retrieves public filing data; it does not execute trades or submit or modify filings.

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…llection platform that helps finance teams manage customer payment follow-up directly from ChatGPT. Review customer accounts, contacts, invoices, credit notes, credit allocations, outstanding balances, overdue receivables, incoming emails, outgoing emails, payment communications, and account tasks i…

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…zora account credit balance. Bizora is a research tool, not a substitute for professional judgment. Review the cited authority before relying on any answer in client work.

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Brex helps finance teams and employees review company spend through ChatGPT. Users can look up expenses, cards, limits, users, bills, vendors, and accounting records; analyze spend; attach receipts from HTTPS URLs; update memos and attende…

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Briefcase Ledger is AI-native accounting software for UK businesses and their accountants. Review what needs approval and why, read profit and loss, balance sheet and aged debtors, raise invoices, post journals and run month-end schedules. Also works for Xero and QuickBooks books through Br…

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…utcomes; examine management-claimed advantages alongside listed peers; understand revenue segments; review market transactions and corporate actions; and map disclosed customers, suppliers and partners. Bull AI is built for source-backed company research that clearly separates reported facts, manage…

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…rns commercial real estate due diligence into a conversation. Pull up your CRE deals and portfolio, review underwriting facts — NOI, rent rolls, cap rates, debt terms — and trace every number back to its source document. Verify what’s supported, flag what isn’t, and get a clean deal overview in seco…

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…tions, compare opportunities, and open Liquid, our brokerage, with trade ideas ready for your final review. Designed for traders who want sharper context, faster planning, and a more connected way to navigate Liquid markets.

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…to action without switching between multiple apps. With 24/7 access, you can monitor opportunities, review positions, and execute trades whenever markets are moving. Ask questions in plain English, get relevant market context, and trade from the same chat where you’re already thinking through your n…

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…currency markets inside ChatGPT. Users can view live charts, check market summaries, compare coins, review technical indicators like RSI and MACD, see support and resistance levels, track market sentiment, spot unusual whale activity, and explore AI-based price outlooks. It is built for quick resear…

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…ith fees, exchange rates, and blockchain data Example queries: - "Show me all customers pending KYB review" - "What are the recent transactions for this customer?" - "List all onramp accounts using USDC on Base" Read-only access—your data stays safe. Authenticates securely with your Dakota Platform…

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…d risk or signs of deterioration?" Prioritize risk management activities: "Which customers should I review first based on recent alerts, exposure, and risk changes?" Analyze ownership and corporate linkage: "Show the ownership structure and related entities for [Company Name]." Take action on portfo…

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…listing data, compare multiple deals side by side, and save deals to a signed-in account for later review inside ChatGPT.

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Dineo helps users review balances, cash flow, categories, counterparties, movements, and transfers in their authenticated account. It displays financial charts and, only on explicit request, creates or modifies Dineo r…

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…. Chapter 11 bankruptcy and restructuring research. Search cases and court filings, browse dockets, review filing summaries, read exact document text, explore relationships among filings, and search hearing transcripts and indexed news metadata. Responses are grounded in underlying court filings and…

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

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Findash helps authorized advisor-firm users search client and contact records, prepare briefs, review tasks and workflows, retrieve meeting transcripts, and update private workspace records through approved tools.