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Finance Codex plugins

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Finance plugins 12

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Investment BankingOpenAIInvestment banking workflows for M&A, coverage, sponsors, capital markets, LevFin, restructuring, valuation, diligence, pitch materials, ...

Plugin name

Investment Banking

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Package name

investment-banking

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Publisher keywords · listing

investment-banking factset lseg s&p global pitchbook moody's third bridge daloopa quartr m&a valuation pitch-deck capital-markets levfin lbo cim teaser vdr datasite data-room buyer-universe nda-tracker process-t…

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Publisher description

Investment banking workflows for M&A, coverage, sponsors, capital markets, LevFin, restructuring, valuation, diligence, pitch materials, and deal execution.

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Publisher full description

Investment banking workflows for M&A, coverage, sponsors, ECM/DCM, LevFin, restructuring, capital advisory, valuation, buyer and investor targeting, diligence, pitch materials, and process execution.

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FinanceVersion 0.1.29
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AmokDanny On The AirAmok gives ChatGPT direct access to Cambodia's banking, fintech, and technology regulation — as verbatim evidence from official sources, ...

Publisher subtitle

Cambodia banking & tech law

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Publisher description

Amok gives ChatGPT direct access to Cambodia's banking, fintech, and technology regulation — as verbatim evidence from official sources, never paraphrased. Ask about bank licensing and prudential rules, technology risk management, liquidity risk,…

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FinanceVersion 1.0.0
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FinomPNL Fintech B.V.Finom is a business finance platform for SMEs and freelancers across Europe, combining a business account, invoicing, expense management,...

Publisher subtitle

Business Banking & Invoicing

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FinanceVersion 1.0.0
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HalkbankTürkiye Halk Bankası A.Ş.Answers your questions about Halkbank's retail, commercial, and SME banking products and services based on the content of the bank's offi...

Publisher subtitle

Banking Products and Services

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Publisher description

Answers your questions about Halkbank's retail, commercial, and SME banking products and services based on the content of the bank's official websites, citing its sources. You can get information in Turkish or English on a wide range of topics, from loans to cards, fr…

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FinanceVersion 1.0.0
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SynciSynciSynci connects your real bank, brokerage, and crypto-exchange accounts to AI assistants, read-only. Ask about balances, transactions, hol...

Publisher subtitle

Ask about your banking data

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FinanceVersion 1.0.0
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TEBTEBTEB ürünleri, hizmetleri ve dijital bankacılık hakkında resmi TEB kaynaklarına dayalı genel bilgi sunar.

Publisher subtitle

Banking Services

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FinanceVersion 0.4.2
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MercuryMercuryBusiness and personal Mercury finance workflows, payment and transfer requests, expense categories, and transaction notes.

Publisher keywords · listing

banking cash-flow finance mercury spend invoicing

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FinanceVersion 3.0.0
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BankrateBankrate

Publisher description

This tool specializes in providing current consumer banking rates and calculating savings projections. It is designed to be an objective, non-advisory resource.

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FinanceVersion 2.0.0
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DataFlowrDataFlowr

Publisher description

…GPT to a user's Exact Online administration to retrieve and analyze financial, CRM, project, sales, banking, asset, and document data; create and maintain selected ERP records; and run month-end close and cash-flow forecasting workflows.

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FinanceVersion 1.0.0
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Kalkınma Yatırım BankasıTürkiye Kalkınma Yatırım Bankası A.Ş.

Publisher description

…s. It requires no sign-in, cannot access customer accounts, applications, transactions, or personal banking data, and provides general information only.

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FinanceVersion 1.2.4
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MonitorBankRatesMonitor Bank Rates LLC

Publisher description

…ount or sign-in required. this is from bankrate This tool specializes in providing current consumer banking rates and calculating savings projections. It is designed to be an objective, non-advisory resource. Theirs is deliberately plain — reviewers in the finance category want to see "objective, no…

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FinanceVersion 1.0.0
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Multiples.vcFlow Partners (London) Ltd.

Publisher description

Access public comps, verified M&A multiples and VC data straight from ChatGPT. Built for investment banking, PE and VC ecosystem, Multiples MCP delivers investment-grade valuation intelligence inside your favorite AI tool. Try queries like "cybersecurity strategic M&A buyers" "median SaaS public NTM…

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FinanceVersion 1.0.0
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