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Finance Codex plugins

Codex Plugin Stats: discover plugins, explore their skills and track catalog growth and observed changes.

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Finance plugins 124

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Multiples.vcFlow Partners (London) Ltd.Access public comps, verified M&A multiples and VC data straight from ChatGPT. Built for investment banking, PE and VC ecosystem, Multip...

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Multiples.vc

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Access public comps, verified M&A multiples and VC data straight from ChatGPT. Built for investment banking, PE and VC ecosystem, Multiples MCP delivers investment-grade valuation intelligence inside your favorite AI tool. Try queries lik…

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FinanceVersion 1.0.0
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RateZip Deposit/Mortgage RatesRateZipRateZip Deposit and Mortgage Rates gives your assistant current, timestamped, source-attributed US consumer rate information from sources...

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RateZip Deposit/Mortgage Rates

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RateZip

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Publisher description

RateZip Deposit and Mortgage Rates gives your assistant current, timestamped, source-attributed US consumer rate information from sources covered by RateZip: high-yield savings and money-market APYs, CD AP…

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FinanceVersion 1.0.0
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Regit PRIIPsNICOLAS JOËL HUBERT KOENIGRegit PRIIPs calculates risk, performance-scenario, and cost figures from supplied product data with an authorized PRIIPs engine. It comp...

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Regit PRIIPs

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Review PRIIPs KID figures

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Publisher description

Regit PRIIPs calculates risk, performance-scenario, and cost figures from supplied product data with an authorized PRIIPs engine. It compares published and fresh KID figures for numeric Article 15 review trigg…

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FinanceVersion 1.0.0
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StripeStripeWork with payment records and develop payment integrations.

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Stripe

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stripe

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Publisher description

…in ChatGPT. Run your business from ChatGPT with the ability to retrieve and manage payments, subscriptions, invoices, refunds, disputes, and customers. Build and debug your payment integration quicker than ever by searching the Stripe documentation and getting integration recommendations without ne…

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Our research · use cases

Create products and payment links Inspect payments and subscriptions

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FinanceVersion 8.0.0
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TipRanksTipRanks Ltd.TipRanks gives ChatGPT access to live financial data and analyst research, including stock quotes, analyst consensus, price targets, Smar...

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TipRanks

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TipRanks Ltd.

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TipRanks gives ChatGPT access to live financial data and analyst research, including stock quotes, analyst consensus, price targets, Smart Score, financial statements, earnings history and call summari…

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FinanceVersion 1.0.0
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ALPHAPORT.AIGTO Holdings LLCBring ALPHAPORT.AI financial research and AI workflows into ChatGPT. Explore public-company financials, valuation metrics, operating KPIs...

Publisher subtitle

Financial research & pipelines

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Publisher description

…ts, ETF holdings, earnings, themes, and company screens. Connect your account to run the AlphaPort pipelines you choose and return to the results when they are ready.

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FinanceVersion 1.2.0
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CaribooksPeich Technologies IncCaribooks helps business owners and bookkeepers work with their QuickBooks Online companies in English or French. Review financial report...

Publisher subtitle

Review books, match receipts

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Publisher description

…mpanies in English or French. Review financial reports and open invoices, find expenses missing receipts, and match documents from the Caribooks document box to transactions. Save company-specific bookkeeping rules and prepare recurring tasks whose proposed changes can be reviewed in the Caribooks p…

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FinanceVersion 1.0.0
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ExpenseBotRobert E BalahuraExpenseBot helps people capture receipt images and PDFs, search and organize expenses, monitor Gmail receipt scans, analyze spending and ...

Publisher subtitle

Track receipts and expenses

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ExpenseBot helps people capture receipt images and PDFs, search and organize expenses, monitor Gmail receipt scans, analyze spending and income, manage expense reports, prepare client invoices, and send confirmed reports to supported ac…

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FinanceVersion 2.0.2
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facturillofacturillo Inc.facturillo keeps your Panamanian receipts ("facturas") organized automatically — scan the DGI QR code and every line item, vendor, and to...

Publisher subtitle

Search receipts and spending

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facturillo keeps your Panamanian receipts ("facturas") organized automatically — scan the DGI QR code and every line item, vendor, and total is captured. This app connects ChatGPT to your facturillo account with read-only access, so you…

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FinanceVersion 1.0.0
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GrowPanelGrowPanelGrowPanel is a SaaS subscription-analytics platform. This connector lets ChatGPT answer real questions about your subscription business i...

Publisher subtitle

Subscription analytics

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GrowPanel is a SaaS subscription-analytics platform. This connector lets ChatGPT answer real questions about your subscription business in plain language: MRR, churn (logo and MRR), retention (NRR/GRR), cohorts, MRR movements,…

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FinanceVersion 1.0.0
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HourProofSequoia Labs LLCHourProof helps short-term and long-term rental owners keep contemporaneous material-participation records for tax purposes. Through Chat...

Publisher subtitle

Log rental participation hours

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HourProof helps short-term and long-term rental owners keep contemporaneous material-participation records for tax purposes. Through ChatGPT, users log property-management activities as they happen ("log 90 minutes of turnover cleaning at Beach House yesterday"), review their activity log w…

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FinanceVersion 1.0.0
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SacraSacra Inc.Bring Sacra research & data into ChatGPT to use trusted data on growth & pre-IPO technology companies into your chats, investment memos, ...

Publisher subtitle

Research on pre-IPO startups

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Publisher description

Bring Sacra research & data into ChatGPT to use trusted data on growth & pre-IPO technology companies into your chats, investment memos, meeting prep and more. All Sacra research & data is available including: * company & market reports and expert interviews accessible via sea…

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FinanceVersion 1.0.0
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Moody’sMoody'sMoody’s provides GenAI-ready data including comprehensive entity data, ownership structures, financials, ratings, and research, to power ...

Publisher capabilities · listing

…owngrade trigger analysis Rating methodology and scorecard factors ESG credit considerations Ownership, beneficial owners, ultimate owners, and subsidiaries Financial statements, key indicators, and ratios Company filings search and summarization Research document search Earnings-call transcript sea…

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Publisher keywords · package

moodys credit ratings research risk entity-intelligence ownership beneficial-ownership corporate-structure subsidiaries financial-statements company-filings credit-opinion scorecards esg sector-outlook country-risk peers earnings-calls news

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Publisher description

Moody’s provides GenAI-ready data including comprehensive entity data, ownership structures, financials, ratings, and research, to power advanced orchestration and multi-step analysis for credit assessment, compliance, sales intelligence, and risk monitoring. By combining Moody…

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FinanceVersion 3.0.0
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VibooksBlock Software Inc.Bookkeeping software for AI agents, from source documents to reconciled books.

Publisher keywords · listing

vibooks bookkeeping small-business receipts invoices bills bank-reconciliation month-end accounting local-first ai-agent

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Publisher full description

…ith Vibooks, professional bookkeeping software for small businesses and bookkeeping firms. Turn receipts, bills, invoices, and bank or card statements into source-linked, reviewable records. Record transactions through proper workflows, reconcile accounts, independently review entries, and prepare f…

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FinanceVersion 0.4.0
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ACE Money TransferACE

Publisher description

…emittances. ACE Money Transfer helps users check supported transfer routes, live exchange rates, recipient amounts, payout methods, fees, and promotions for supported corridors.

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FinanceVersion 1.0.0
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AI ExpenseSPARK IOT TECHNOLOGIES PTY LTD

Publisher description

Connect your AI Expense account to save one invoice or receipt at a time, review extracted expense details before saving, and ask read-only questions about your existing expenses, merchants, categories, and spending trends. An active paid AI Expense subscript…

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Our research · summary

Save receipts and query recorded expenses.

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Our research · audience

People managing receipts and expenses

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Our research · use cases

Review a receipt before saving Analyze spending by merchant or category

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FinanceVersion 1.0.1
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Alpha VantageAlpha Vantage Inc.

Publisher description

…, financial statements, P/E ratio, EPS, market cap, and dividend yield. Ingest earnings call transcripts, track earnings and IPO calendars, monitor insider transactions and institutional holdings, and review stock splits and dividends. Score news sentiment by ticker, and analyze options chains, put-…

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FinanceVersion 1.0.0
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Antevo Executive BriefVestAI LTD

Publisher description

…sk radar paired with the reading that would confirm or kill each risk, per-sector desk notes from shipping to art, a nine-layer world map down to chokepoints and subsea cables, and macro-economic history for around 180 countries — some series back to 1920. Every answer is dated and names its source.…

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FinanceVersion 1.0.0
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Assurance TemporaireMCJ Courtage

Publisher description

…accuracy, and returns a pre-filled link to the online quote tool. You review the details, read the IPID, and complete the subscription and payment on the partner's secure site.

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FinanceVersion 1.0.0
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Bajaj BrokingBajaj Financial Securities Limited

Publisher description

…-language questions about their Bajaj Broking account and market data without switching between multiple screens. This connector is especially useful for users who want faster portfolio visibility, cleaner trade review, and easier access to market context directly inside their AI workflow.

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FinanceVersion 1.0.0
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Bank Statement ConversionMTTenterprise Inc

Publisher description

Convert 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…

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FinanceVersion 1.0.0
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BBVABBVA

Publisher description

Skip the browsing. Get instant, visual answers 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?”. In…

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FinanceVersion 6.0.0
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BestRemitNormadit LLC

Publisher description

…, side-by-side estimates for exchange rates, transfer fees, payment methods, and the amount your recipient could receive from all providers in your country. Providers we support: Wise, Remitly, Western Union, Xoom, Instarem, PandaRemit, LemFi, and more.

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FinanceVersion 1.0.0
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Bigdata.comRavenPack

Publisher description

…test news on your portfolio, and query market data, fundamentals, SEC filings, earnings call transcripts, broker and analyst research, sentiment signals, and premium news, with every answer grounded in real, citable sources instead of guesses. Search billions of documents spanning 25+ years, includi…

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FinanceVersion 10.0.0
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BillabexBillabex

Publisher description

…w visibility, save time on repetitive collection work, and maintain professional customer relationships.

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FinanceVersion 2.0.0
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Boleron AI Insurance BrokerBoleron

Publisher description

…price comparisons, detailed coverage limits, policy exclusions, and key product features across multiple insurers to help you evaluate options before you buy. Ideal for checking car liability pricing or planning travel coverage inside the chat. To get a final legally binding offer and complete your…

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FinanceVersion 3.0.0
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Bound MCPBound

Publisher description

Bound MCP helps users inspect Bound account balances, payment recipients, payments, FX orders, indicative exchange rates, and upcoming settlements through read-only Public API tools.

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FinanceVersion 1.0.0
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BrexBrex Inc.

Publisher description

…p expenses, cards, limits, users, bills, vendors, and accounting records; analyze spend; attach receipts from HTTPS URLs; update memos and attendees; assign card expenses to limits; export expense data; and submit product feedback.

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FinanceVersion 6.0.0
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BriefcaseBriefcase

Publisher full description

…ger. This plugin connects your assistant to your Briefcase workspace so it can review bills and receipts awaiting approval, explain Autopilot decisions, submit documents, manage expense claims, run prepayments, accruals and depreciation, read profit and loss, balance sheet and aged reports, and rais…

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FinanceVersion 1.3.0
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Buy Or Rent SimulatorMMEDIA LTD

Publisher description

…xes and maintenance Get a clear, visual report on your break-even point and see exactly when ownership starts to pay off.

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FinanceVersion 1.0.0
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BybitBybit

Publisher description

…or any spot or futures pair on Bybit. • K-line charts: Retrieve candlestick (OHLCV) data across multiple timeframes (1m to 1M), rendered as an interactive chart widget. • Order book depth: View live bid/ask spread and market depth for any symbol. • Contract specs: Look up minimum order quantity, tic…

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FinanceVersion 1.0.0
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Chargebee (AU Region)Chargebee Inc.

Publisher description

Connect ChatGPT to your live Chargebee subscription, invoice, customer, and payment data. Ask billing questions in natural language and get answers immediately: renewal risk, payment failure patterns, credit note gaps, LTV by billing cadence, tr…

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FinanceVersion 1.0.1
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Chargebee (EU Region)Chargebee Inc.

Publisher description

Connect ChatGPT to your live Chargebee subscription, invoice, customer, and payment data. Ask billing questions in natural language and get answers immediately: renewal risk, payment failure patterns, credit note gaps, LTV by billing cadence, tr…

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FinanceVersion 1.0.1
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Chargebee (US Region)Chargebee Inc.

Publisher description

Connect ChatGPT to your live Chargebee subscription, invoice, customer, and payment data. Ask billing questions in natural language and get answers immediately: renewal risk, payment failure patterns, credit note gaps, LTV by billing cadence, tr…

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FinanceVersion 1.0.1
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ClarifoClarifo

Publisher description

…iling search, financial statement retrieval, peer comparison, screening, valuation analysis, ownership and insider activity lookup, governance research, reporting-standards answers, and generation of Clarifo-branded visual cards from user-authored stories.

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FinanceVersion 1.0.0
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Co-InvestLiquidX AI, Inc.

Publisher description

…, FX, or market indexes, Co-Invest helps you move from idea to action without switching between multiple apps. With 24/7 access, you can monitor opportunities, review positions, and execute trades whenever markets are moving. Ask questions in plain English, get relevant market context, and trade fro…

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FinanceVersion 2.0.0
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