Finance Codex plugins

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…d freelancers handle everyday accounting in one place. Create and send invoices, record income and expenses, and keep an organised view of your accounts so you always know where your business stands. With Akaunting, you can invoice customers and track payment status, log expenses with categories and…

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avalara tax compliance transactions reports browser

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Review and manage Avalara transactions, exemptions, returns, and reports through the Avalara Product Portal in your local desktop browser.

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Review transactions, liabilities, exemptions, returns, and reports through the Avalara Product Portal in your browser. Requires local browser access in ChatGPT Desktop or desktop Codex; not available on web, mobile, or cloud-backed tas…

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…t bank statements, invoices, and receipts into accounting-ready files in ChatGPT. Upload PDF, CSV, Excel, OFX, QBO, QFX, MT940, or CAMT.053 documents and export to CSV, Excel, QuickBooks, OFX, QFX, MT940, CAMT.053, JSON, Xero, Sage, MYOB, UBL, Peppol, and more. Review supported formats, confirm your…

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…ers about BBVA Italy and BBVA Germany. A safe, interactive guide to our products and promos. Try: “Explain to me the card cashback” or “Is it really free?”. Information only (no account access or transactions). Available in Italian and German.

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Binance for ChatGPT lets you access and explore Binance public, read-only market data using natural language. Retrieve current and historical prices, order books, recent trades, candlesticks (klines), and exchange metadata across Spot, Futur…

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…orts to identify breaches. Drill into individual companies for detailed evidence across a range of extra-financial metrics. Discover investment universe companies that meet your criteria, and get concise breach summaries across your portfolios, all powered by Clarity AI's data.

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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 close and cash-flow fo…

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Execute risk workflows powered by the D&B Commercial Graph™ For inquiries, please contact OpenAILeads@dnb.com. Dun & Bradstreet empowers teams to execute risk workflows such as KYC/KYB, entity resoluti…

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Finara helps users track account balances, record income and expenses, manage budget limits, transfer funds between accounts, and review financial analytics through ChatGPT.

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Embed trusted expert insights directly into your research and decision-making workflows in real-time. Powered by Guidepoint's comprehensive and expanding Library of over 120,000+ compliance-reviewed expert interview…

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IFG brings official tax sources into ChatGPT for tax advisers, tax lawyers, accountants and in-house tax teams. Research legislation, administrative guidance, case law, tax treaties, EU law and OECD publications across the…

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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…

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…J Bell in ChatGPT helps you build your investing knowledge through a simple, natural conversation. Explore clear, educational content from AJ Bell’s Learn to Invest library, read helpful articles and Shares Magazine content, and get straightforward explanations of investing terms and jargon, all wit…

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…rely through conversation. Easily create groups and share access via Web, LINE, or Telegram. Track expenses, income, and settlements with equal, weighted, or custom splits across multiple currencies. Attach receipts, optimize debt settlements with minimal transfers, manage shared to-do lists, set bu…

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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 recurring income and expenses, and track your spending…

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…cannot create, edit, or delete financial data, initiate payments or transfers, connect a bank, or execute investments. Results are limited to your authenticated MONVELOP account and the permissions you approve.

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MyInvestor helps users explore MyInvestor's public investment catalogue from ChatGPT. Users can search and inspect mutual funds, ETFs, and stocks; resolve fund names; compare investments; discover automated portfolios; and s…

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Explore blockchain and crypto market data with Nansen. Look up tokens and wallet labels, compare token prices and market activity, inspect Smart Money holdings and flows, and analyze public wallet port…

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…ks 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 an invoice by voice? Norman securely connects ChatGPT to y…

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OakbrookOne in ChatGPT helps you explore how turning multiple debts into one monthly payment could work for you - through a simple conversation. Share details about the debts you’re managing and see illustrative repayment scenarios. Y…

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Exercise now or wait. Sell at vest or hold. Which lots to sell first. Each of these has a right answer for your specific situation, and it turns on how alternative minimum tax (AMT), holding periods, s…

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Rydoo MCP connects ChatGPT to your Rydoo account, so you can manage your expenses through everyday conversation instead of navigating the app. Sign in once with your existing Rydoo login — ChatGPT can then only see and do what you're already permitted to do in Rydoo, using…

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Access Saudi Exchange market data directly in ChatGPT using your SAHMK account. Retrieve stock quotes, company information, market summaries, historical prices, financial statements, ratios, and dividend data. Avai…

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SimsaSplit helps signed-in users manage shared expense groups through ChatGPT: list groups, create groups, add placeholder members, create invite links, send direct group invites, review balances and settlements, and create, update, or delete expen…

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S&P Global - Adaptive is designed for open-ended, complex workflows where the data path isn't predefined. Submit a natural language query and the system dynamically routes across S&P Global data sources, from Market Intelligence to Energy data, generating…

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Suitoly is a simple income 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 e…

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…ed funds; view manager profiles with market share; and search market research and central-bank context. Informational only — not investment advice.

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…ading journal it can operate but never rewrite: every trade starts as a pre-registered thesis with exit rules written before entry, a 24-hour cooling-off separates conviction from capital, and rule-breaking exits require a written justification that stays on the record forever. Ask for a checkup and…

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Seamlessly incorporate critical context and trusted insights from industry experts as part of your financial and business analysis. Refocus on extracting high-quality, reliable information by querying Third Bridge’s best-in-class substan…

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…rLayer brings real-time and historical global market data directly into ChatGPT. Access stocks, forex, cryptocurrencies, indices, ETFs, commodities and government bond yields across markets worldwide. Stocks & ETFs: Get live market snapshots, bid/ask quotes, latest trades, previous closes and histor…

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…I helps loan officers and underwriters quickly underwrite home financing scenarios and answer complex eligibility questions using trusted credit decision data and underwriting logic. Instead of navigating fragmented systems, scattered guidelines, or manual spreadsheets, users can evaluate eligibilit…

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…tive chart, search the endpoint catalog, and run market data workflows for stocks, ETFs, funds, forex, crypto, and more. The app is read-only, so it does not place trades or move money.

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…t balances, review transactions and blocks, and access practical guides for wallets, bridging, VSCDEX, gas, validators, and development.

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Your Xero, in plain English. Has a customer paid you. Who owes you money. Your cash position. What's outstanding. All in plain language, without opening Xero. Read-only: Voder looks, never touches.

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…your Western Union money transfers, get official answers to common questions, and check real-time exchange rates. All directly inside ChatGPT. You can try these right now: * Track my transfer * Exchange Rate from USD to INR * What information do I need to send money? * What is an MTCN and where can…