Finance Codex plugins

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…ng natural language. Securely connect your accounts to instantly 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…

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Norman lets you issue invoices and close your books without leaving ChatGPT. Sync your bank transactions, send invoices, 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 a…

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…ersonalized investment advice, choose investments for users, connect brokerage accounts, or execute transactions. Results are illustrative and depend on market prices available when generated.

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…ok — your setups and rules, to check compliance - Prop-firm & broker accounts — balances, drawdown, transactions Private and read-only by design. The connector can only read your data — it can never change or delete anything. You sign in securely with your PFT account (OAuth), every request is limit…

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…ing natural language. It provides clear insights into orders, payments, payment links, settlements, transactions, plans, and subscriptions without creating, modifying, or executing payments.

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…ork with your finances in plain language. Understand your money: search, filter and categorize your transactions in plain language. Investigate patterns across all your accounts, check balances, and review your categories, labels and saved searches. Go beyond "what did I spend?": uncover unusual mer…

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…elps users review portfolio holdings and performance, inspect market and cash-flow data, and manage transactions, dividends, expenses, bookings, cash corrections, and investment strategies through ChatGPT.

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…istorical simulations, and review position plans. With the permissions you grant, record or correct transactions, manage portfolios, and save strategies and retrospective reviews. Transaction tools record trades in your tracker; brokerage order execution is not supported. Historical simulations are…

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…estion locative en langage naturel : consulter ses biens, locataires, soldes, écritures comptables, transactions bancaires et documents (baux, quittances, états des lieux) ; générer les quittances de loyer et avis d'échéance en PDF ; enregistrer ou corriger des écritures comptables (loyers, charges,…

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…) • Choose read-only or read-write access separately for each company • Create arbitrary QuickBooks transactions, including journal entries • Bulk-create invoices or import credit card transactions • Upload and attach receipts and supporting files to QuickBooks transactions • Automatically fill in y…

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…inancial advice. RateZip does not open accounts, submit applications, underwrite credit, or conduct transactions. Operated by Peklava LLC d/b/a RateZip, NMLS ID 1592292. Equal Housing Opportunity.

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…ation data 5. Access saved customer payment methods Read-only access—your data stays secure, and no transactions are executed through this app.

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…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 module. - Send feedback — report a bug or r…

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…s analysts screen blockchain addresses, retrieve blockchain intelligence, trace fund flows, inspect transactions, and search entities for AML compliance investigations through ChatGPT.

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…imply Family Budget helps households understand what they can actually afford by bringing balances, transactions, budgets, recurring entries, cashflow, and projected balances together. Review and manage your family’s financial records, wallets, categories, and tags directly through ChatGPT.

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…real bank, brokerage, and crypto-exchange accounts to AI assistants, read-only. Ask about balances, transactions, holdings, and spending across all your accounts in one place: "What did I spend on groceries last month?" "Which subscriptions am I paying for, and what do they cost per year?" "How is m…

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…ts, Smart Score, financial statements, earnings history and call summaries, news sentiment, insider transactions, hedge-fund and congressional activity, ETF data, options activity, commodities, forex, crypto, market movers, economic and FDA calendars, and authorized TipRanks portfolio holdings. All…

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…and cards. Ask about monthly spending, budgets, trends, and recurring merchants. List uncategorized transactions and suggest categories for you to review and confirm in the ualet app.

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…or Smart Chain helps users inspect current VSC network status, check public wallet balances, review transactions and blocks, and access practical guides for wallets, bridging, VSCDEX, gas, validators, and development.

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…ceipts, bills, invoices, and bank or card statements into source-linked, reviewable records. Record transactions through proper workflows, reconcile accounts, independently review entries, and prepare for month end. Books stay on your device by default, and every write remains user-controlled.

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Vings lets authenticated users inspect their own financial data through ChatGPT, including transactions, cashflow, spending categories, merchants, recurring payments, budgets, connected bank status, portfolio snapshots, portfolio history, and preferences.

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…is year", "which subscriptions are draining me" or "break down Q2 by category" — the app reads your transactions, accounts, categories, labels, cashflow and net worth and answers with your real numbers. You can also keep your books tidy from the conversation: log manual transactions, recategorize an…

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…users can skip signup. This plugin does not access accounts or payment data. Whop handles login and transactions. Eligible referrals may earn Ladd a commission; Whop determines attribution and fees.

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…and bill line items, contact details, and paginated Xero results • Create accounts, arbitrary Xero transactions, and draft fixed assets • Bulk-create invoices or import credit card transactions • Upload, list, and download supporting attachments • Automatically fill in your firm-specific reporting…