Finance Codex plugins

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Connect ChatGPT to your live Chargebee subscription, invoice, customer, and payment data. Ask billing questions in natural language and get answers immediately: renewal risk, payment failure patterns, credit…

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Connect ChatGPT to your live Chargebee subscription, invoice, customer, and payment data. Ask billing questions in natural language and get answers immediately: renewal risk, payment failure patterns, credit…

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…tions, 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 depth of their private markets portfolio using natural language…

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…toring 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 portfolio companies and assets to funds, vehicles, commitment…

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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.

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Co-Invest brings market research and portfolio planning into ChatGPT. Explore Liquid market data, news catalysts, positioning trends, portfolio context, and trading tools in one place. Model allocations, compare opportunities, and open Liquid, our brokerage, wi…

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Co-Invest lets you trade directly from ChatGPT. Explore, analyze, and place trades across a wide range of assets through a simple conversational interface. Whether you’re tracking crypto, equities, commodities, FX, or market indexes, Co-In…

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CryptoAudit: Crypto AI helps people analyze cryptocurrency 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…

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Cryptoworth lets ChatGPT read authorized Cryptoworth crypto-accounting portfolio data through 20 read-only tools. Users can inspect authorized portfolios, ledger transactions, connections and wallets, balance snapshot…

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…ach data point. Provides a zero-hallucination foundation for any quantitative financial analysis in ChatGPT.

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DataFlowr connects ChatGPT to a user's Exact Online administration to retrieve and analyze financial, CRM, project, sales, banking, asset, and document data; create and maintain selected ERP records; and run month-end c…

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

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Distill Markets gives ChatGPT direct access to US SEC filing data, served exactly as filed and traceable to the EDGAR accession that stated each number. What it covers: - Fundamentals from 10-K and 10-Q XBRL: latest values…

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Donorbox gives ChatGPT read-only access to the connected organization's fundraising data: org identity, donors, donations, campaigns, events, recurring plans, ticket purchases, and insights aggregations for counts,…

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…arty managed accounts (TPMAs) for legal professionals, executors, and corporate clients. The Dospay ChatGPT App gives users access to general business information such as website and contact email address. The app also allows users to get in touch with the Dospay team.

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…nected to your GL or ERP: tasks, team assignments, and close status all in one place. Connect it to ChatGPT and you can act on your close without switching apps. Create and reassign tasks, turn meeting notes into action items, and draft status updates for your team or clients, with changes writing b…

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Use natural language to analyze your Drivetrain data in ChatGPT. Fetch metrics, dimensions, and versions, explore trends, and generate insights seamlessly.

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…izes your clients, remembers your pricing, and auto-fills details from previous invoices. Just tell ChatGPT what you need, and it handles the rest. View, update, and manage all your invoices in one place.

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Equibles gives ChatGPT direct access to US stock market data, so answers are grounded in primary sources instead of recall. Ask for a stock price, an option chain with strikes, greeks, implied volatility and open in…

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…re, ready for real conversations Connect every bank account, credit card, 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…

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…Answer five quick questions, and Ethos will show you a personalized monthly price estimate right in ChatGPT. Explore coverage up to $3,000,000, adjust your term from 10 to 30 years, and when you're ready, one tap takes you to Ethos to finalize your rate. • No medical exam required with just a few he…

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…s, prepare client invoices, and send confirmed reports to supported accounting destinations through ChatGPT.

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…not guesses. Connect your Expensify account and ask natural language questions about your finances. ChatGPT will query your actual account to answer them. What you can ask: - "How much did I spend on travel last quarter?" - "Which team members have unsubmitted expense reports?" - "Show me all approv…

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Browse live crypto markets and open interactive ExoScope charts inside ChatGPT. View candlestick price action, 24h moves, ranked Binance USDT pairs, and recent market events — then jump to the full Exum desk for indicators, AI terminal, and alerts.

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…statistics, structured company financials, filings and earnings-call evidence—inside tools such as ChatGPT and Codex.

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…ically — scan the DGI QR code and every line item, vendor, and total is captured. This app connects ChatGPT to your facturillo account with read-only access, so you can ask natural questions about your real spending: "How much did I spend on groceries last month?", "Where did I buy this?", "Which st…

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Fin3000 verbindet ChatGPT per OAuth mit der Buchhaltung eines deutschen Unternehmens. Nutzer können Kunden, Belege, offene Posten, Banktransaktionen, Journal, UStVA-Status und BWA abfragen. Kunden, Rechnungsentwürfe un…

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Financial Datasets gives ChatGPT access to structured stock market data for 27,000+ active and delisted U.S. tickers. Research companies and markets with real-time and historical prices, primary-source SEC filings, financial…

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FinancialFilings gives ChatGPT access to filings, call transcripts, and normalized financials for listed and delisted companies worldwide, 35 million+ filings across 85,000+ tickers, with 20+ years of history. Ask for any c…

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…nses, manage budget limits, transfer funds between accounts, and review financial analytics through ChatGPT.

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The easiest way to find the right broadband deal is now on ChatGPT. By connecting FindBroadband with ChatGPT, you can check the broadband deals available at your exact UK address, compare live prices from the top providers and full-fibre networks and see ever…

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FinLens helps users research Vietnam's listed equities and financial markets in ChatGPT. It retrieves company, price, and intraday data; compares financial statements, peers, and valuation; and analyzes flows, technical signals, funds, bonds, warrants, dividends, macro data, news…

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…business account, invoicing, expense management, and accounting in one place. This connector 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 d…

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…o usuário a consultar contas, cartões, lançamentos e saldos da sua planilha financeira pessoal pelo ChatGPT. Também permite validar, criar, atualizar, replicar, marcar, excluir e desfazer lançamentos mediante as permissões concedidas no OAuth. O app registra somente as informações fornecidas pelo us…

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…ir parameters, retrieve financial resources and data, and execute approved write operations through ChatGPT.

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…ir own transactions, accounts, investments, recurring expenses, credit profile, and savings through ChatGPT.