Finance Codex plugins

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…ets ChatGPT answer real questions about your subscription business in plain language: MRR, churn (logo and MRR), retention (NRR/GRR), cohorts, MRR movements, cashflow, leads and trials, customer concentration, plans, and individual customers. Ask things like "What was my MRR churn by month this year…

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…urnover cleaning at Beach House yesterday"), review their activity log with date, property, and category filters, check year-to-date hours against their material-participation goals (100 hours for STR, 750 for LTR) with on-pace status, and cross-reference synced guest reservations when reconstructin…

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…he workflows you rely on from Intapp Celeste are available to integrate into your projects with the governance your clients demand.

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Set a savings goal and instantly discover how much to invest monthly, how long it will take, or what return rate you need to get there — all in one smart calculator. Choose from Conservative, Moderate, or Aggressiv…

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…rifica gli ISIN, simula ribilanciamenti tax-aware e calcola il costo fiscale in successione. Ogni regola cita la fonte normativa primaria verificata (DPR 917/1986 e successivi aggiornamenti). Solo analisi e simulazione: non è consulenza finanziaria o fiscale.

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…automate your accounting across your businesses and clients. Analyze your financial statements, categorize transactions, post journal entries, and close your books faster. ChatGPT drafts, you review and approve with confidence.

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…records, transactions, and exemption certificates Look up your product catalog and product tax categories This MCP server informs your decisions rather than acting on your behalf: it doesn't file a return, register you in a new jurisdiction, or change any settings. Built for finance, accounting, an…

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…rticles and Shares Magazine content, and get straightforward explanations of investing terms and jargon, all without leaving ChatGPT. Whether you’re learning the basics, exploring different investment ideas, or trying to understand market language, Learn to Invest with AJ Bell makes it easier to fin…

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…your transactions and uploaded bank statements into a conversation. Ask about recent purchases, category spending, or specific merchants 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 c…

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…imize debt settlements with minimal transfers, manage shared to-do lists, set budgets, and view category-by-category spending breakdowns effortlessly.

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LONA Trading Assistant helps you develop, backtest, and optimize algorithmic trading strategies using AI. Upload market data from supported exchanges, write Python-based trading strategies, and run comprehensive backtests to see how your strategies would have perform…

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…ce 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 recurring income and expenses, and track your spending across any timeframe. Ask "am I overspending on din…

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Seamlessly go from quote discovery to purchase. Answer a few questions about your trip to receive a personalized CoverMe® Travel Insurance quote, then continue to CoverMe.com, where your information carries over…

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…rt with Meshed. A specialist cyber insurance team will review your requirements, refine coverage, negotiate with insurers, and guide you through to policy placement.

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…One Piece, Lorcana, Gundam, sports (baseball, basketball, football, hockey, soccer, wrestling, UFC, golf, tennis, boxing, racing) and entertainment cards. Ask for a card by name, set or number to get its raw (ungraded) price by condition and the graded ladder for PSA, CGC, BGS, SGC and TAG. Ask whet…

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…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 rates since…

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…prehensive credit analysis. Moody's Credit MCP provides a unified layer across core credit data categories commonly used in risk assessment, offering financial analysis, default risk metrics, and qualitative insights. It combines comprehensive entity information, such as financials, ownership, and m…

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…marketing, and revenue operations by providing GenAI-ready data, analytics, and insights to inform go-to-market execution. It brings together firmographic, ownership, relationship, and market datasets into a unified intelligence layer to help teams identify opportunities, prioritize accounts, and s…

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…ll the app what you want "USDC on Solana", "0.1 ETH", "$100 of Bitcoin" and it generates a ready-to-go checkout link in seconds. Click through to moonpay.com, pay with a card, Apple Pay, Google Pay, or bank transfer, and the crypto lands in your wallet. No new account needed if you already have a Mo…

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…alculate your exact monthly mortgage payments instantly with live data. This interactive calculator goes beyond the basics to pull real-time interest rates directly from the Federal Reserve, ensuring your estimates are always perfectly accurate to the market. Visualize your home-buying budget with d…

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…check bank balances, review recent transactions, track recurring bills, and analyze spending by category without digging through dashboards or statements. Nexafin is privacy-first and read-only. It cannot move money or access sensitive credentials. You stay in control of what data is shared and can…

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…ysis and historical performance metrics. The app delivers short-term and long-term stock picks, categorized stock rankings, portfolio breakdowns, and educational market insights based on publicly available financial data. Users can explore different investment styles such as growth, value, dividend,…

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…oices, upload receipts, and file taxes - all while talking naturally with ChatGPT. No accounting jargon, no 15 clicks to reconcile an invoice. When was the last time you issued an invoice by voice? Norman securely connects ChatGPT to your financial workspace, making financial management effortless.

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…: fronteira eficiente e carteira de máximo Sharpe; probabilidade de atingir uma meta de patrimônio (goal-based investing); projeção prospectiva de patrimônio por Monte Carlo; e plano de retirada da aposentadoria com taxa segura (SWR), taxa perpétua (PWR) e estratégias clássico, rebalanceado, bucket…

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…k about. Covered calls, cash-secured puts, credit spreads, iron condors, butterflies, calendars, diagonals, straddles, strangles, and more. Ask in plain English, like "find me high-probability iron condors on large caps with a max loss under $500" or "show me iron condors on SPY expiring in 30–45 da…

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…to ChatGPT so you can ask real questions about your money. Check balances, analyze spending by category, track recurring subscriptions, and monitor your full financial picture — all through conversation. Link your accounts once and get instant, read-only access to your financial data whenever you n…

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…hdrawals, refunds, captures/voids, card tokens, recurring/subscriptions, hosted fields, Apple Pay / Google Pay), implement webhook handling and safe payment-state to order-state mapping, and verify the flow against the PSP sandbox.

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…arch your transaction history, spot possible duplicate charges, and get clear spending reports, category reports, financial reports, and monthly budget summaries. It helps with expense management, money management, budget management, and everyday personal finance without spreadsheets or a separate f…

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…es. We help Household CFOs around the world take control of their money and achieve their financial goals. With powerful forecasting, multi-currency support, and flexible budgeting tools, PocketSmith offers a highly customizable approach to money management. This connector lets ChatGPT have full sec…

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…"log 2 hours showing the Oak Street property today"), then ask for your hours back by property, category, participant, or date range. The connector can create a time log and read your existing data: list your properties, categories, and participants, pull individual logs, and get summaries of total…

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…question ("show me NVIDIA's latest income statement") to a raw traversal ("which 2025 10-Ks mention goodwill impairment?") without leaving ChatGPT. Authorization is OAuth 2.1 with PKCE. This plugin connects only to the SEC EDGAR repository, which is read-only, and you can revoke access at any time.…

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…s. Key features: - Read and analyse spend — search expenses you own or oversee by date, status, category, group, person or trip, pull up a single expense with a link into Rydoo, find card expenses still missing a receipt, and get server-computed totals per trip, person or project. - Process approval…

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…ra coverage—without hopping between tabs. For founders & operators: map competitors, understand category dynamics, sanity-check positioning, and generate crisp briefs you can drop into a memo, deck, or internal update. For analysts: turn messy questions into structured outputs (bulleted takeaways, p…

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…oss tax and accounting processes with SOX compliance built in. ChatGPT reasons. Savant executes and governs. Savvy connects the two, turning a conversation about a finance process into an audit-ready workflow agent running on Savant's AI control layer: a deterministic processing engine that returns…

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SecureLend helps users compare loan and financing options across multiple categories in one place. Users can review and compare business loans, personal loans, mortgages, auto financing, student loans, and other financing scenarios. SecureLend provides calculators and compariso…

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…w, and projected balances together. Review and manage your family’s financial records, wallets, categories, and tags directly through ChatGPT.