Finance Codex plugins

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Compare Business Insurance

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Business Banking & Invoicing

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Event Business Assistant

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Track your business finances

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Quote for business insurance

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Understand business finances

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Payments and business tools

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Business financing help

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Check your business finances

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

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Laabam One Business Solutions (OPC) Private Limited

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AJ Bell Business Solutions Ltd

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Nansen (Business/Productivity Software)

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…last quarter?", "what's my recovery rate?", or "which accounts paid the most?" and get a complete, business-framed answer scoped strictly to your own account. Read-only, OAuth-secured, no write access.

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Akaunting 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 busi…

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…tions where AlpacaDB, Inc. or its affiliates (collectively, “Alpaca”) are not authorized to conduct business. Options trading is not suitable for all investors due to its inherent high risk, which can potentially result in significant losses. Please read Characteristics and Risks of Standardized Opt…

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Alvore Finance is the workspace where financial consultants and their business clients keep the numbers an engagement runs on. With this app you can ask about a company's P&L, indicators, budget and categorized transactions for any month; review an individual client's o…

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…icing customer. CRM creation does not run CRM automations. The app never transfers money or deletes business records. Legacy core write tools retain their existing client-confirmation flow. New tools are activated in five stages per company.

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…gement, customer communication, invoice follow-up, credit control, and debt collection workflows so businesses can reduce late payments, improve cash flow visibility, save time on repetitive collection work, and maintain professional customer relationships.

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Boersi connects ChatGPT to a structured database on 1,800+ stocks & ETFs: business model, key figures, balance sheet, governance, ESG, peers and supply chain. Facts only, no investment advice, recommendations or price targets.

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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 Xe…

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Generate new investment ideas and perform in-depth analysis of any publicly traded business using proprietary Canary datasets, intelligence and synthesis within ChatGPT/Codex. Canary plays well with other financial MCPs to combine to make ChatGPT/Codex into a world-class investment…

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Caribooks helps business owners and bookkeepers work with their QuickBooks Online companies in English or French. Review financial reports and open invoices, find expenses missing receipts, and match documents from t…

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…. From tracking live payment flows and debugging transactions to managing settlements and analyzing business performance, ChatGPT becomes your unified AI-powered Cashfree assistant for every payments-related task.

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…petition. Built for corporate strategists seeking acquisition targets, VCs screening deal flow, and business development teams hunting new partners. If your work involves private companies, CB Insights delivers the insight you need to make your next move first.

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…s a catalog reconstructed from publicly available commercial product sheets (mobile, devices, home, business cyber, and digital protection). It helps identify coverage, overlaps, gaps, and profile fit, and links to the official pricing tool. It is not a Telefónica or Movistar sales channel, does not…

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…the data they're authorized to access. And with built-in financial logic, the app understands your business context out of the box - no manual setup required.

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…lease contact OpenAILeads@dnb.com D&B Finance Analytics empowers finance and credit teams to verify businesses, evaluate financial and predictive risk, accelerate credit decisions, monitor portfolio health, and take action through AI assistants, agents, and enterprise applications. By combining trus…

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…lows such as KYC/KYB, entity resolution, screening, alert triage, and more using relationship-aware 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…

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…calendars and call transcripts, historical stock prices, and valuation multiples; screen stocks by business drivers and earnings commentary; and search research documents and investing podcasts.

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…ofessionals, executors, and corporate clients. The Dospay ChatGPT App gives users access to general business information such as website and contact email address. The app also allows users to get in touch with the Dospay team.

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Essentio is invoicing software 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 you…

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…on. Facile.it Energia covers exclusively the Italian residential energy market - it does not handle business contracts, insurance, mortgages, or other Facile.it products, and it does not process payments or manage existing contracts.

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Issue invoices in Fakturoid, record expenses, or analyze your business data and statistics.

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…ption-analytics platform. This connector lets ChatGPT answer real questions about your subscription business in plain language: MRR, churn (logo and MRR), retention (NRR/GRR), cohorts, MRR movements, cashflow, leads and trials, customer concentration, plans, and individual customers. Ask things like…

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…. You can: - Search thousands of expert interviews across public and private companies, sectors and business models - Read full interviews and analysis, with verbatim quotes you can attribute to each source - Look up companies and the moats behind them, assessed with the 7 Powers framework: scale ec…