Finance Codex plugins

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Cashback Card

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Easy Cardz NBA Scout

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GoCardless

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Klardaten DATEV-Connector

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Midpoint Card Prices

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Pick the best miles card

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Find the UAE best credit cards

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Buy crypto with a credit card

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Credit card points, optimized

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Find deals and rewards

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Standardized blockchain data

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…s Evidence ledger and claim graph Research state and completion gates Management and forecast scorecards Thirteen optimized workflows Thirty-six sector model templates Automated research audits

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…s, outlooks, and rating drivers Upgrade and downgrade 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…

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…bo cim teaser vdr datasite data-room buyer-universe nda-tracker process-tracker debt-capacity dashboard html-dashboard diligence-dashboard

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…ut transactions, settlements, refunds, etc. and get instant answers without logging into your dashboard. What you can do: 1. Retrieve transaction and order details 2. Check settlement and refund status 3. View payment analytics by date, method, or geography 4. and more.

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…ions 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 ChatGPT, allowing ChatGPT t…

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…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.

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…information provided. Important: Do NOT provide payment data (bank account numbers, IBANs, payment card details), national identity documents (DNI/NIE), passport numbers or any other sensitive personal identification data through this chat. Such data should only be provided through Allianz Direct's…

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Allowance helps people approve agent purchases, create spend-limited virtual cards, provide approved checkout details, and manage active allowances without sharing a personal card number with an agent.

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…e market trends, and manage your account using natural language. Use Alpaca’s Trading API and Dashboard directly if you want to execute your orders. Please see the Disclosure Library at https://alpaca.markets/disclosures for additional information and disclosures from Alpaca Clearing and Alpaca Cryp…

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…, which can potentially result in significant losses. Please read Characteristics and Risks of Standardized Options (https://www.theocc.com/Company-Information/Documents-and-Archives/Options-Disclosure-Document) before investing in options. Please see the Disclosure Library at https://alpaca.markets…

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…ly and BBVA Germany. A safe, interactive guide to our products and promos. Try: “Explain to me the card cashback” or “Is it really free?”. Information only (no account access or transactions). Available in Italian and German.

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…e relied upon for trading or financial decisions. Binance makes no representations or warranties regarding accuracy or timeliness and disclaims all liability arising from use of this data.

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…elps finance teams and employees review company spend through ChatGPT. Users can look up 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…

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…your connection audit history. Reading attachment content includes an AI safety scan that counts toward your company Ember AI spend.

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…xplicit confirmation. Caribooks records bookkeeping entries and does not transfer money or process card charges. Features depend on the account's existing access. Caribooks is developed by Peich Technologies Inc. and connects through Intuit OAuth. It is an independent product. The document box and A…

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…ments and manage your entire payments ecosystem through natural conversation. Access merchant dashboard data instantly — including payments, orders, refunds, settlements, payouts, payment links, reconciliation reports, transaction activity, and workflows — without jumping between tools or dashboards…

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…ing, 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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…lans on the market. Instead of wading through confusing offers and hidden fees, you get straightforward plan data you can trust. When paired with your Smart Meter Texas (SMT) usage data, it helps match your actual consumption patterns to the plan that will genuinely cost you the least — whether that…

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…uery live Cube data from actuals, budgets, forecasts, variances, and more - Ask an AI to generate board decks, run variance analysis, or build financial summaries using your real Cube data - Drill into transaction-level detail and dimension breakdowns directly from an AI chat - Maintain full securit…

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…nversation. Ask questions about your customers, accounts, and transactions without navigating dashboards or writing API calls. What you can do: - Look up customers and filter by KYB status, type, or name - View onramp, offramp, and swap account details - Browse transaction history with fees, exchang…

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…t and portfolio management processes directly into AI-driven workflows. Anchored by the global standard D‑U‑N‑S® Number and powered by the D&B Commercial Graph™, D&B Finance Analytics helps organizations reduce ambiguity, improve consistency, and make more confident commercial credit decisions at sc…

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…re business context from the D&B Commercial Graph™. Verified risk data, anchored in the global standard D-U-N-S® Number business identifier, and policy-driven logic provide the foundation for consistent decisioning across systems of record and scalable risk operations in regulated environments. You…

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…metadata. 90+ tools across those datasets. The free tier covers 100 requests a day with no credit card; a paid tier raises the limit. Options data is 15 minutes delayed.

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Your complete financial picture, ready for real conversations Connect every bank account, credit card, and investment account to ChatGPT — then ask it anything about your money. Era Context unifies your accounts, categorizes transactions, surfaces recurring charges, and tracks cash flow so ChatGPT…

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FactSet Model Context Protocol (MCP) is an open, API-based standard designed to seamlessly connect financial data, analytics models, and applications across different platforms. By enabling smooth interoperability, MCP empowers investment teams to easily share ins…