Finance Codex plugins

Publisher description

…into a governed source of truth for clean, structured cross-system data from 200+ integrations:ERP, CRM, HRIS, spreadsheets, data warehouse, and more - Ask questions in plain language, build reports, and run analyses, with every output traceable back to your source of truth - Power automations acros…

Publisher description

…to the user’s Swedish ERP company. The app provides financial reports, customer and supplier data, CRM and quote details, products, personal tasks, time and projects. Available tools are filtered by company rollout stage, current user permissions and explicitly granted OAuth scopes. Existing connec…

Publisher description

…taFlowr 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 forecasting workflows.

Publisher description

…count briefs that incorporate industry outlooks, economic scenarios, and strategic talking points - CRM Enrichment – enrich account and lead records with company data and insights - Marketing Segmentation – develop data-driven audience segments using company, market, and relationship insights

Publisher description

…m helping insurance brokers, MGAs, and intermediaries run and grow their business. Ask about broker CRMs, policy and claims automation, employee-benefits portals, and embedded distribution, and get straight answers plus side-by-side comparisons of Vaatun against tools like Saiba, Zoho, Sibro and IMT…