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Finance Codex plugins

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Finance plugins 49

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Elevate InvoicesElevate OÜStop manually filling out invoice forms. This app creates invoices with intelligent defaults: it recognizes your clients, remembers your ... Plugin name Elevate Invoices Show in context → 1 more matching sources Publisher Elevate OÜ Show in context →	FinanceVersion 1.0.0	View details →
EssentioEssentioInvoice from a conversation with Essentio: draft, check, issue and send an Invoice, and close a month's VAT from Essentio's own reports. Publisher subtitle Invoices and VAT from chat Show in context → 4 more matching sources Publisher capabilities · listing Read Write Draft and send invoices Record payments VAT and income reports Show in context → Publisher keywords · listing invoicing invoices vat accounting Show in context → Publisher description …ice from a conversation with Essentio: draft, check, issue and send an Invoice, and close a month's VAT from Essentio's own reports. Show in context → Publisher full description …it and email it to your Client. Record the payments your Clients made, and read a month's Reported VAT and Income from Essentio's own reports to see what is done and what is still open. The plugin acts only for the Business you choose when you connect, with the Role you hold there. It never files a… Show in context →	FinanceVersion 1.0.6	View details →
Kintsugi AIKintsugiKintsugi is an AI-powered platform that automates sales tax, VAT, and GST compliance for SaaS and ecommerce businesses, and financial fir... Publisher subtitle Automate sales tax and VAT Show in context → 1 more matching sources Publisher description Kintsugi is an AI-powered platform that automates sales tax, VAT, and GST compliance for SaaS and ecommerce businesses, and financial firms. The Kintsugi MCP server lets you track your compliance without leaving the conversation. With the Kintsugi MCP server, y… Show in context →	FinanceVersion 1.0.0	View details →
PitchBookPitchBookUnlock the industry’s most comprehensive, accurate, and timely private capital market data with the PitchBook app inside ChatGPT. PitchB... Publisher subtitle Private capital market data Show in context → 2 more matching sources Publisher description Unlock the industry’s most comprehensive, accurate, and timely private capital market data with the PitchBook app inside ChatGPT. PitchBook clients can access trusted insights on firms, deals, funds, and key players inside their favorite LLM with our MCP server. Acc… Show in context → Publisher full description PitchBook provides structured access to private capital market data across companies, investors, funds, deals, limited partners, and people. It returns normalized fields such as firmographics, financing rounds, deal terms, ownership informatio… Show in context →	FinanceVersion 2.0.0	View details →
PreqinBlackrockPreqin MCP connects AI assistants to Preqin data, enabling users to access and analyze information through natural language. By combini... Publisher subtitle Private Markets Data Show in context → 1 more matching sources Publisher description …g users to access and analyze information through natural language. By combining AI with trusted private markets intelligence, users can research topics, answer questions, explore data, and support workflows directly within ChatGPT. Preqin MCP helps bring the power of Preqin into modern AI-driven ex… Show in context →	FinanceVersion 3.0.0	View details →
Financial Summarizer ProPerceptive Analytics Private LimitedReading SEC filings is time-consuming. Financial Summarizer Pro does it for you. Type any US ticker symbol and the app retrieves the co... Publisher Perceptive Analytics Private Limited Show in context →	FinanceVersion 1.0.0	View details →
FoldFold Money Private LimitedFold helps users securely review their own transactions, accounts, investments, recurring expenses, credit profile, and savings through C... Publisher Fold Money Private Limited Show in context →	FinanceVersion 3.0.0	View details →
italian-investorElia ZavattaAnalisi tax-aware per investitori italiani: eventi fiscali, ETF, azioni, BTP, obbligazioni, lotti per posizione, zainetto, ribilanciament... Publisher Elia Zavatta Show in context →	FinanceVersion 0.5.1	View details →
Laabam.OneLaabam One Business Solutions (OPC) Private LimitedRead your invoices, cash position and P&L — and draft new customers, invoices and bulk price updates for you to approve inside Laabam.One. Publisher Laabam One Business Solutions (OPC) Private Limited Show in context →	FinanceVersion 1.1.1	View details →
Pine Labs Payment AssistantPine Labs Private LimitedPine Labs Payment Assistant is a secure, read-only connector that helps authorized merchants access and understand their payment data usi... Publisher Pine Labs Private Limited Show in context →	FinanceVersion 2.0.1	View details →
RazorpayRazorpay Software Private LimitedConnect your Razorpay account to access your payment data through conversation. Ask ChatGPT about your payments, orders, refunds, settlem... Publisher Razorpay Software Private Limited Show in context →	FinanceVersion 1.0.0	View details →
VaatunVaatun Technologies Private LimitedVaatun is your assistant for modern Insurtech: the AI-native platform helping insurance brokers, MGAs, and intermediaries run and grow th... Publisher Vaatun Technologies Private Limited Show in context →	FinanceVersion 1.0.0	View details →
Alpaca Paper TradingAlpaca Publisher description …an offer, solicitation, investment advice, recommendation, or endorsement involving securities, derivatives, futures, or trading strategies. The API is not offered in jurisdictions where AlpacaDB, Inc. or its affiliates (collectively, “Alpaca”) are not authorized to conduct business. Options trading… Show in context →	FinanceVersion 1.0.0	View details →
Alvore FinanceAlvore Finance Publisher description …ct content — a project, its briefing, an HTML deliverable and its versions — inside the client's private workspace. No tool initiates or settles a payment, transfer or purchase, and nothing the app writes is published to a public address. Show in context →	FinanceVersion 1.0.0	View details →
Awaken TaxAwaken Publisher description …currency transactions, accounts, portfolios, tax lots, reports, and reconciliation data; correct private tax records; and generate tax reports through ChatGPT. Show in context →	FinanceVersion 1.0.0	View details →
B2B.nuFL-Net AB Publisher description B2B.nu is a Swedish ERP for small businesses: invoicing, bookkeeping, bank reconciliation, VAT, payroll and CRM. This app connects ChatGPT to the user's own B2B.nu company so they can ask questions in plain Swedish and get answers from live data — the current financial position, the income… Show in context →	FinanceVersion 1.0.1	View details →
Balanços.AINATAN LOCATELLI GORIN Publisher description …nts may be unavailable. A Balanços.AI account is required. Queries generate operational logs and private usage history, with usage history retained for 90 days. Show in context →	FinanceVersion 1.0.0	View details →
Bigdata.comRavenPack Publisher description …ching, fabricated numbers, or invented quotes. Beyond public content, upload and search your own private documents, including notes, internal research, artifacts, and files, alongside public filings and market data, so proprietary research and public sources can be used together in the same query. B… Show in context →	FinanceVersion 10.0.0	View details →
Buy Or Rent SimulatorMMEDIA LTD Publisher description …every payment of your mortgage Adjustable parameters: - Property: Purchase price, notary fees, renovation costs, and agency fees - Financing: Down payment, loan duration, mortgage rate, insurance, and prepayment penalties - Rental: Monthly rent and projected annual rent increases - Market Logic: Re… Show in context →	FinanceVersion 1.0.0	View details →
Cashback CardHarsha vardhan Gaddam Publisher full description …discount store, not a supermarket), spending caps you have partly used, categories you have not activated, what your points are really worth, and foreign transaction or fuel surcharge fees. Verifies rates against issuer terms rather than quoting them from memory. Covers the US, India and the UK. Show in context →	FinanceVersion 2.0.1	View details →
CB InsightsCB Insights Publisher description Unleash ChatGPT as your private markets research agent. Source companies, build market maps, draft investment memos, and monitor competitors — all powered by CB Insights’ predictive intelligence. Tap into 11M+ double-validated… Show in context →	FinanceVersion 6.0.0	View details →
Chronograph GPChronograph Publisher description Chronograph GP provides portfolio monitoring, valuations, and analytics solutions for private capital investors. Through the Chronograph GP App within ChatGPT and Codex, users can query their trusted portfolio data, analyze investments, surface company-level metrics, and access the full d… Show in context → 1 more matching sources Publisher full description Chronograph GP provides portfolio monitoring, valuations, and analytics for private capital General Partner users. Query trusted portfolio data, analyze investments, surface company-level metrics, and access private markets portfolio data using natural language. Show in context →	FinanceVersion 2.0.0	View details →
Chronograph LPChronograph Publisher description Chronograph LP provides portfolio monitoring and analytics solutions for private capital investors. Through the Chronograph LP App within ChatGPT and Codex, users can access the full depth of their trusted private markets portfolio data using natural language, from underlying… Show in context → 1 more matching sources Publisher full description Chronograph LP provides portfolio monitoring and analytics for private capital Limited Partner users. Access trusted private markets portfolio data, from underlying portfolio companies and assets to funds, vehicles, commitments, and more. Show in context →	FinanceVersion 2.0.0	View details →
ClearCashClearCash Publisher description …inances in ChatGPT — including accounts shared with a partner, with full control over what stays private. Show in context →	FinanceVersion 3.0.0	View details →
CredCore - Tusk LiquidCredCore Publisher description …ns thousands of agreements across sectors, structures, and lenders. Built for leveraged-finance, private-credit, CLO, DCM, and legal teams. Read-only and informational only — not legal, lending, investment, or underwriting advice. Show in context →	FinanceVersion 2.0.0	View details →
CrunchbaseCrunchbase Publisher description Trusted private market intelligence, right inside your conversation. Crunchbase MCP brings private market data and predictive signals into the AI tools and agents you already use. Built for investors, go-to-mark… Show in context →	FinanceVersion 1.0.1	View details →
Dakota MarketplaceDakota Publisher description …helps users research allocator organizations, contacts, marketplace searches, fundraising news, private-market strategies, transactions, funds, and performance benchmarks through read-only searches. Show in context →	FinanceVersion 2.0.0	View details →
D&B Finance AnalyticsDun & Bradstreet Publisher description …indicators for [Company Name]." Monitor portfolio health: "Which customers in my portfolio show elevated 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 corporat… Show in context →	FinanceVersion 3.0.0	View details →
FactSet AI-Ready DataFactSet Research Systems Publisher description …heir tools or technology stacks. With MCP, firms can integrate new solutions efficiently, drive innovation, and maximize the value of their financial operations—ensuring consistent, context-rich decision-making throughout the investment process. Show in context →	FinanceVersion 5.0.0	View details →
FahaliFuture Legends Inc Publisher description …tal. Engines without enough resolved outcomes report 'calibrating' — never an invented number. Observation, not financial advice. Show in context →	FinanceVersion 1.0.0	View details →
FindashFinDash, Inc Publisher description …ct records, prepare briefs, review tasks and workflows, retrieve meeting transcripts, and update private workspace records through approved tools. Show in context →	FinanceVersion 1.0.0	View details →
FMPFinancial Modeling Prep Publisher description …nts, screen stocks, read earnings transcripts, track insider and congressional trades, and more. Elevate your financial analysis and investment research with trusted, institutional-quality data. Show in context →	FinanceVersion 1.0.0	View details →
GREIFusion Edge Technologies LTD Publisher description …e, starting with GREI listings in Greece and Cyprus. Describe what you are looking for, such as renovated apartments in Athens under €150k or properties in Cyprus near the beach, and GREI will show focused listing cards with prices, locations, key details, investment signals, and links to continue e… Show in context →	FinanceVersion 1.0.0	View details →
HourProofSequoia Labs LLC Publisher description …n goals (100 hours for STR, 750 for LTR) with on-pace status, and cross-reference synced guest reservations when reconstructing work performed. Activities logged through ChatGPT are labeled as agent-logged in the user's audit trail and sync to the HourProof mobile app. Show in context →	FinanceVersion 1.0.0	View details →
HypawaveHypawave Publisher description Give an AI agent an address on Hypawave — private agent-to-agent messaging, free encrypted file handoffs, and buying or selling files, APIs, data, and compute over Bitcoin Lightning. Non-custodial, with the Lightning preimage as proof of payment… Show in context → 1 more matching sources Publisher full description Give your AI agent an address so it can talk to any other agent and work with it directly: open private conversations, hand off encrypted files, and buy or sell files, APIs, data, and compute over Bitcoin Lightning. Your agent tells you when something arrives, right in your terminal or editor. No a… Show in context →	FinanceVersion 0.4.1	View details →
In PractiseIn Practise Publisher description …gs that library into ChatGPT. You can: - Search thousands of expert interviews across public and private companies, sectors and business models - Read full interviews and analysis, with verbatim quotes you can attribute to each source - Look up companies and the moats behind them, assessed with the… Show in context →	FinanceVersion 1.0.0	View details →