Finance Codex plugins

Publisher

Oakbrook Finance

Publisher

Obolus Finance Apps

Publisher full description

…forense e de valuation. O plugin usa documentos regulatórios, como ITR e DFP da CVM, demonstrações financeiras, teleconferências, dados de mercado e pares comparáveis para examinar modelo de negócios, desempenho, riscos, vantagem competitiva, gestão, valuation, DCF, catalisadores e cenários. Se uma…

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 allocations, outstanding balances, overdue receivables, incomi…

Publisher description

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 UR…

Publisher description

…ion such as balances, positions, orders, and portfolio history along with real time market data and finance news. Use it to research opportunities, analyze portfolio performance, assess risk scenarios and evaluate sophisticated trading opportunities and hedging strategies.

Publisher description

…Coverage spans 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.

Publisher description

…t. Works with QuickBooks, Xero, NetSuite, and Sage Intacct. Built for bookkeepers, accountants, and finance teams running the month-end close.

Publisher description

…al data — 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…

Publisher description

Finom is a business finance platform for SMEs and freelancers across Europe, combining a business account, invoicing, expense management, and accounting in one place. This connector gives ChatGPT access to your Finom bus…

Publisher description

…stment property, from Dominick Prevete at National Loan Provider. Describe the deal — purchase or refinance, property address, loan amount, value, rent, taxes and insurance, credit score and how title will vest — and the app prices it against current wholesale rate sheets and program guidelines. Whe…

Publisher description

…s-only institutional public-equity research workstation with primary-source controls, deterministic finance engines, evidence graphs, dependency gates, red teams, sector models, and executable audits.

Publisher description

Jaz in your agents: full-featured accounting, finance, and reporting. Built for accountants, finance teams, and the businesses they serve. IFRS-first, multi-currency, multi-user by default.

Publisher description

…lf: it doesn't file a return, register you in a new jurisdiction, or change any settings. Built for finance, accounting, and operations teams who need fast, accurate answers about their compliance status, whether that's confirming a nexus threshold, checking a customer's exemption history, or estima…

Publisher description

…chants and get instant answers grounded in your own data. Upload statements once, then explore your finances by simply asking — no dashboards to navigate, no filters to configure. Your data stays in LedgerLens; ChatGPT reads it only during active tool calls through a secure OAuth connection you cont…

Publisher description

…explore scenarios through interactive financial calculators. The app supports mortgage payments, refinance analysis, extra payment savings, loan comparisons, affordability calculations, and other lending-related workflows. Built for conversational financial planning and lending analysis.

Publisher description

Your personal finance advisor, with your full ledger at hand. Log expenses by voice, photo, or chat and let Manilo categorize them. Set budgets per category or period and stay on track with proactive checks. Plan r…

Publisher description

…designed to be an objective, non-advisory resource. Theirs is deliberately plain — reviewers in the finance category want to see "objective, non-advisory" spelled out, so it's worth borrowing that line. Yours can stay richer, but add it at the end: MonitorBankRates has tracked bank and credit union…

Publisher description

Nexafin is an AI-powered personal finance and expense tracking assistant that helps you understand your spending, budget, and cash flow using natural language. Securely connect your accounts to instantly check bank balances, review re…

Publisher description

…aportes; prepare alterações, revise o resumo e confirme antes de salvar. O MCP recebe somente dados financeiros estruturados necessários para cada operação.

Publisher description

Conecte sua IA ao ecossistema financeiro do Picpay com segurança, inteligência e autonomia controlada

Publisher description

PocketLedger is a personal finance app, expense tracker, spending tracker, and budget tracker inside ChatGPT. Log expenses by chatting, track spending, search your transaction history, spot possible duplicate charges, and get c…

Publisher description

Rillet helps finance teams retrieve financial data and manage accounting records, including invoices, bills, customers, vendors, journal entries, bank activity, contracts, and financial reports.

Publisher description

…tie expenses back to them. - Manage cards and wallets — list cards you hold, approve or oversee as finance, review matched and unmatched card transactions, check wallet balances, spend summaries and monthly statements, and request a virtual card with the limit you confirm. Requires the Rydoo Cards…

Publisher description

…me and expense tracker with cloud sync. Connect it to ChatGPT to search, record, and summarize your finances in natural language. What you can do: - List the ledgers you have allowed ChatGPT to use - Search entries by keyword, date range, amount, or category - Record a new income or expense entry -…

Publisher description

…y, and fraud indicators, or query the underlying data directly. Designed for lenders, auditors, and finance teams who need fast, reliable access to financial data inside their AI workflows.

Publisher description

…y, and fraud indicators, or query the underlying data directly. Designed for lenders, auditors, and finance teams who need fast, reliable access to financial data inside their AI workflows.

Publisher description

…y, and fraud indicators, or query the underlying data directly. Designed for lenders, auditors, and finance teams who need fast, reliable access to financial data inside their AI workflows.

Publisher description

…y, and fraud indicators, or query the underlying data directly. Designed for lenders, auditors, and finance teams who need fast, reliable access to financial data inside their AI workflows.

Publisher description

…marise ownership structure and dilution - all grounded in your live Vestd data. Built for founders, finance teams, and company secretaries who manage equity on Vestd and want faster, conversational access to the records behind it.

Publisher description

WalleK is a personal finance ledger. Through ChatGPT it can add an expense or income, look up what was spent over a period, break spending down by vendor or category, show account and card balances, list recurring bills a…