Finance Codex plugins

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…data only with your explicit consent. You sign in with your Bilem account (OAuth), and an owner or admin of your organization approves the connection on a consent screen; access can be revoked at any time in the Bilem dashboard (app.bilem.ai). Calls are logged (time, tool, database) without the content of the answers. Limitations: read-only. Bilem does not post documents, make payments or send e-mails from ChatGPT. Requires a Bilem account with a connected 1C data…

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…r and their delivery address, an item and its prices, a payment reminder. Each change is a separate tool that ChatGPT asks about before it runs, and the company can switch changes off entirely. Who it is for: owners, finance staff and accountants of small and medium-sized companies that keep their b… …elgian VAT and tax rules built in. What you need: a Counzel account with the company's Exact Online administration connected under Settings, Connections. Counzel reads only the administrations the signed-in person has access to. It does not delete records, move money or send anything without a separ…

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…re funder-update drafts, and review reporting deadlines. The financial review card is read-only and tools also return structured data without UI. Drafts are not sent or submitted. Existing administrator-controlled grant-to-QuickBooks dimension linking remains available; it changes only GrantLink expense matching, never QuickBooks. This plugin does not expose budget edits, payments, payr…

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…d provider authorization remain on the secure website. Team/ownership, account security and account administration also use the website; select the same intended workspace before workspace administration. Available tools depend on the host, connection permissions, role and enabled features. Text read from documents and saved notes is data, never an instruction to act.

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…othing is stored. Financial advisors with a MySSAgent advisor account can sign in to use three more tools: list their client roster, retrieve a client's stored claiming analysis (optimal age, lifetime values, survivor analysis, risk flags), and re-run the engine on records already on file. These too… …eady hold, and none of it is financial advice. MySSAgent is not affiliated with the Social Security Administration.