Finance Codex plugins

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 Expe…

Publisher description

Bring Airwallex's global financial infrastructure to ChatGPT. Orchestrate actions across your account in plain language, including the ability to set up invoices from a PO, onboard suppliers from invoices, check current cash position across currencies, and more. Seamlessly build and debug your integration by connecting Airwallex's documentation to ChatG…

Publisher description

Stop manually filling out invoice forms. This app creates invoices with intelligent defaults: it recognizes your clients, remembers your pricing, and auto-fills details from previous invoices. Just tell ChatGPT what you need, and it handles the rest. View, update, and manage all your invoices in one place.

Publisher keywords · listing

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

Publisher description

…g helps small businesses and 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 e… …derstand performance over time. Designed for practical bookkeeping, Akaunting gives you a clear, straightforward way to stay on top of billing, costs, and reporting — without extra complexity.

Publisher description

Briefcase Ledger is AI-native accounting software for UK businesses and their accountants. Review what needs approval and why, read profit and loss, balance sheet and aged debtors, raise invoices, post journals and run month-end schedules. Also works for Xero and QuickBooks books through Briefcase Connect.

Publisher full description

…tware for small businesses. Connect your Essentio Business to find Clients and Products, draft an Invoice, Proforma Invoice, Quote or Credit Note, check the totals Essentio computes, then issue it and email it to your Client. Record the payments your Clients made, and read a month's Reported VAT and Income from Essentio's own reports to see what is done and what is still open. The plugin acts only fo…

Publisher description

PFT EdgeBook connects your AI assistant to your own trading journal. Once linked, your assistant can read your real trading data. Just ask about your performance in plain language instead of digging through spreadsheets. Ask th… …atistics — win rate, profit factor, average win/loss - Journal & notes — your daily reflections and voice notes - Playbook — 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 d…

Publisher description

Photon Commerce processes financial documents into actionable data. Instantly process invoices, receipts, and other documents to extract structured, hallucination-free JSON data accurately. With one click, continue your review or make edits on the Photon Commerce website for full control. Beyond extraction, retrieve recent document history, view profile details, and monitor your API usage limits. Effortlessly digitize raw documents into searchable and analyzable data format.

Publisher subtitle

Track B2B invoices and revenue

Publisher description

Connect your TKB account to ChatGPT and get instant answers about your invoices — amounts, due dates, statuses and payment details — without logging into the portal.

Publisher

Norman AI Inc.

Publisher description

…and CRM. This app connects ChatGPT to the user's own B2B.nu company so they can ask questions in plain Swedish and get answers from live data — the current financial position, the income statement and balance sheet, the VAT basis for the next filing, which invoices are overdue, which costs have drifted, and what is due next. With write access explicitly granted, it can create and post records: invoice drafts, customer payments, journal entries, supplier i…

Publisher description

Billabex is an AI-powered accounts receivable and invoice collection platform that helps finance teams manage customer payment follow-up directly from ChatGPT. Review customer accounts, contacts, invoices, credit notes, credit allocations, outstanding…

Publisher description

Campfire connects ChatGPT to your company accounting workspace to find bills, invoices, contracts, journal entries, and other records; analyze financial reports and budgets; inspect close tasks, attachments, and support cases; and search Campfire help documentation. With the nece… …th tool calls are recorded in your connection audit history. Reading attachment content includes an AI safety scan that counts toward your company Ember AI spend.

Publisher description

…rk with their QuickBooks Online companies 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… …art with read-only access. Users enable writes separately for each company; deleting, voiding and emailing documents require explicit confirmation. Caribooks records bookkeeping entries and does not transfer money or process card charges. Features depend on the account's existing access. Caribooks i…

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, trial conversion. These cross-references work because Chargebee holds the full commercial event chain in one linked data model - payment even…

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, trial conversion. These cross-references work because Chargebee holds the full commercial event chain in one linked data model - payment even…

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, trial conversion. These cross-references work because Chargebee holds the full commercial event chain in one linked data model - payment even…

Publisher description

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 accounting destinations through ChatGPT.

Publisher description

…ny JEs) • Choose read-only or read-write access separately for each company • Inspect full native invoice 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 supportin…