Finance Codex plugins

Publisher description

ExpenseBot helps people capture receipt images and PDFs, search and organize expenses, monitor Gmail receipt scans, analyze spending and income, manage expense reports, prepare client invoices, and send confirmed reports to…

Publisher description

…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 about your real spending: "How much did I spend on groceries last month?", "Where…

Publisher description

Integrate a merchant application with the PSP payment API (deposits, withdrawals, refunds, captures/voids, card tokens, recurring/subscriptions, hosted fields, Apple Pay / Google Pay), implement webhook handling and safe payment-state to order-state mapping, and verify the flow against the…

Publisher description

…hatGPT answers from the study itself and links to the page. Topics so far: earnings drift, dividend capture, the Piotroski F-score, country and sector rotation, the Fama-French factors inside the S&P 500, regime classification, the overnight effect. The published papers are free to read and need no…

Publisher description

…le, human-in-the-loop review at the points that need judgment, your institutional process knowledge captured as reusable context, and governance and SOX controls that produce a full audit trail on every run. Describe a process in plain language and Savvy plans it with you, builds it in Savant, docum…

Publisher description

…ng conversation intelligence, meeting insights, and the goals, concerns, and planning opportunities captured across every interaction. With access to this context through Zocks, you can analyze client history to surface tax considerations, estate planning signals, and other client-specific insights…