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Finance Codex plugins

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Finance plugins 7

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Antevo WealthVestAI LTD

Publisher description

…a and nothing else, and anything that would change a record describes the change and waits for your approval first.

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FinanceVersion 1.1.0
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AvalaraOpenAI

Publisher full description

…onfiguration changes, generate reports, and work through filing and payment workflows with explicit approval for consequential actions. Available workflows depend on your Avalara products, company configuration, role, and permissions. This plugin is built and maintained by OpenAI. It is powered by c…

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FinanceVersion 0.3.0
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BriefcaseBriefcase

Publisher description

…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.

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1 more matching sources

Publisher full description

…in 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 raise sales invoic…

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FinanceVersion 1.3.0
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CampfireCampfire

Publisher description

…ed accounting records and manage budgets, tags, and custom fields. Existing permissions, applicable approval requirements, and closed-period controls govern changes. OAuth tool calls are recorded in your connection audit history. Reading attachment content includes an AI safety scan that counts towa…

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FinanceVersion 1.0.0
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Interactive Brokers (IBKR)Interactive Brokers

Publisher description

…uy 100 shares of AAPL at a limit of $200" — which are sent to your IBKR account for your review and approval. ChatGPT never submits orders directly to the market. Any trading symbols displayed or discussed are for illustrative purposes only and are not intended to portray recommendations. Member SIP…

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FinanceVersion 6.0.0
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RateZip Deposit/Mortgage RatesRateZip

Publisher description

…and jumbo limits. Rates and APYs can change, and published information is not an offer, rate lock, approval, earnings guarantee, personalized lender quote, or financial advice. RateZip does not open accounts, submit applications, underwrite credit, or conduct transactions. Operated by Peklava LLC d…

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FinanceVersion 1.0.0
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RydooRydoo

Publisher description

…nses still missing a receipt, and get server-computed totals per trip, person or project. - Process approvals — see what's waiting on you, then approve or reject an expense using your company's reject reasons. Every action is confirmed with you first and recorded under your name. - Answer questions…

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FinanceVersion 1.0.0
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