Finance Codex plugins

Plugin name

AutoIQ

Publisher subtitle

Automate payment follow-ups

Publisher subtitle

Automate expense workflows

Publisher subtitle

Automate the month-end close

Publisher subtitle

Auto insurance rate

Publisher subtitle

Automate firm workflows

Publisher subtitle

AI AP & AR invoice automation

Publisher subtitle

Automate sales tax and VAT

Publisher subtitle

Finanças PF e PJ autorizadas

Publisher subtitle

Trading app, automation bot

Publisher capabilities · listing

…, ownership and insider activity Reporting-standards answers Workspace documents Recurring research automations

Publisher capabilities · listing

…s Management and forecast scorecards Thirteen optimized workflows Thirty-six sector model templates Automated research audits

Publisher keywords · listing

insurance motor insurance assurance auto temporary insurance car sharing car rental campervan

Publisher keywords · listing

…ainage wip unbilled-time cash-flow consulting architecture engineering agency professional-services-automation accounts-receivable collections month-end-close timesheets resource-utilization invoice-drafts

Publisher description

…, build reports, and run analyses, with every output traceable back to your source of truth - Power automations across Slack, Linear, and your other tools

Publisher full description

…e licenciada for material e estiver acessível, pergunta no início se há uma sessão já autenticada e autorizada; nunca solicita credenciais. Separa fatos, declarações, consenso, cálculos e premissas, registra limitações e cita fontes e datas. Não executa ordens nem fornece recomendação personalizada…

Publisher description

…ut stage, current user permissions and explicitly granted OAuth scopes. Existing connections do not automatically receive new write permissions. New workflows create an exact preview and require the user to click the embedded approval button before changing records, sending invoices or quotes, or po…

Publisher full description

…erviews; and podcasts. RavenPack's financial knowledge graph helps resolve company and entity names automatically, so a plain-language question can surface relevant filings, transcripts, news, and data. This reduces manual ticker matching and helps you verify numbers and quotes against their cited s…

Publisher full description

Briefcase is bookkeeping and month-end automation for accountants, connected to Xero, QuickBooks and Briefcase Ledger. This plugin connects your assistant to your Briefcase workspace so it can review bills and receipts awaiting approval, e…

Publisher description

…s and returned to the client; ChatGPT and hosting retention are separate. No saved-plan database or automatic adviser sharing is provided. Exports remain under your control. An optional Centry consultation is your choice and does not transmit your plan or book for you. Operated by Centry Cognitive C…

Publisher description

…nologies Inc. and connects through Intuit OAuth. It is an independent product. The document box and Autopilot retain documents and activity as described in the privacy policy.

Publisher description

…here. Other countries receive a clearly labelled generic specialist brief. No live FX, market data, automatic special-regime qualification, property tax or transaction execution. Use fictional examples or redacted records; do not provide passwords, signing secrets, account numbers or government iden…

Publisher description

…erms are extracted from supplied text only; no external account access, verified provider coverage, automatic eligibility or transfer execution. Disclosed-cost arithmetic does not establish suitability or tax efficiency. Pot values, income entitlements and currencies are kept separate. No tax, treat…

Publisher description

…rack budgets, check account balances, and organize your financial categories quickly, securely, and automatically.

Publisher description

…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 description

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 can ask natural questions ab…

Publisher full description

Convierte tu contexto financiero autorizado de FinAnts —gastos, metas de ahorro, deudas y flujo de caja— en explicaciones claras y próximos pasos concretos, priorizados según tu situación real (primero un déficit, luego una deuda crí…

Publisher full description

…T so you can summarize balances, explore spending and income, and manage transaction categories and automatic categorization rules. You can also check synchronization status and open secure links to connect or reconnect banks. A Fintable account and authorization to the relevant Workspace are requir…

Publisher full description

…ta, com prévia quando atingem vários lançamentos. É necessário ter uma conta Granatum Empresarial e autorizar a conexão. Em contas com acesso a várias empresas, selecione a empresa para consultar ou alterar seus dados. Se o ambiente não permitir enviar anexos, use a tela do lançamento no Granatum.

Publisher description

…owners. Connect your bank account once in the HelpDol app and your income and expenses are imported automatically — no manual typing, no duplicates. Then just ask. Check your profit, balance, cash flow, accounts payable and receivable, and how much you have paid each helper. Sort out the transfers t…

Publisher full description

…ng an e-invoice to LHDN MyInvois and voiding wait for your approval inside Invoa, unless you set an auto-approve limit for issuing. The plugin never moves money and never deletes documents. It works with the one company you choose when you connect; personal identity card and passport numbers stay in…

Publisher full description

…orable invoice trash. - Review approval requests and confirm invoice approval or supported approval/automation rules. Approval or automatic approval can queue a bill in a connected accounting system when automatic export is enabled; rule changes can affect future invoices. - Manage supported workspa…

Publisher description

…Ten en cuenta: El servicio utiliza inteligencia artificial generativa. Las respuestas son generadas automáticamente y podrían contener errores o imprecisiones. No ingreses datos personales, claves ni información sensible. Itaú no comparte información personal de sus clientes con OpenAI para la gener…

Publisher full description

…rs, not yours) – no query text and no conversation content. The IP address is deleted from this log automatically after 30 days. When you open the link, the origin is recorded so that we can attribute the sale to the AI assistant; if you do not yet have a session with an open selling basket on karte…

Publisher description

…), high-yield savings, money market and checking accounts, mortgages, home equity loans and HELOCs, auto loans, personal loans, and credit cards — nationally or in your state — and get one best quote per institution with the minimum deposit and the date it was collected. Check today's average rate f…

Publisher full description

…email accounts or raw statement files, connect to banks, retrieve bank balances, make payments, or automatically edit budgets.