Finance Codex plugins

Publisher subtitle

Cash Flow & ROI Analysis

Publisher subtitle

Track net worth and cash flow

Publisher description

Connect ChatGPT with Cashfree Payments 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. Built for both operational visibility and developer workflows, the platform is evolving beyond dashboard actions to support the full suite of Cashf…

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DataFlowr connects ChatGPT 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.

Publisher keywords · listing

banking cash-flow finance mercury spend invoicing

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…ccounts to streamline reconciliation. You can also run financial reports, such as profit & loss and cash flow, to understand 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 complexi…

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…nted 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 posting uploaded receipts and supplier invoices. Approv… …; originals are retained and linked to the resulting records. Duplicate detection, period locks and cash/accrual accounting rules apply. Invoice line editing is limited to ordinary SEK drafts; quote conversion requires an accepted SEK quote linked to a domestic invoicing customer. CRM creation does…

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…bles management, 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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…nnect ChatGPT to Borderless Budget and ask natural-language questions about transactions, spending, cash flow, budgets, recurring charges, net worth, and trends across currencies, all converted to your home currency.

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Dineo helps users review balances, cash flow, categories, counterparties, movements, and transfers in their authenticated account. It displays financial charts and, only on explicit request, creates or modifies Dineo records and validates m…

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…es. OneMoreDoor Capital's DSCR Loan Calculator computes debt service coverage ratio, monthly PITIA, cash flow, cap rate, and break-even rent or price for 1-10 unit rentals, then puts a fully editable calculator right in the chat, so "what if rent were $3,900?" re-runs instantly. Continue the same deal on…

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Query your cash, debt, treasury forecasts, accounting, PSP reconciliations, payments, and intercompany positions in plain language — answered with your real numbers from Embat. TellMe inherits your existing perm… …oped to what you can already see. Make your treasury management system a native part of your AI workflow, without leaving the conversation.

Publisher description

…Era Context unifies your accounts, categorizes transactions, surfaces recurring charges, and tracks cash flow so ChatGPT can give you answers that are actually grounded in your data. What you can do: - See where your money went — Compare spending across months, categories, or accounts. Ask why a month fe…

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…pp provides access to structured financial information including balance sheets, income statements, cash flow statements, and key financial ratios. Users can request specific metrics or comparisons, and the app dynamically generates charts based on the selected data. Current coverage includes publicly av…

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…tical?”, “How would moving to another city affect my finances?”, “What would buying a home do to my cash flow and net worth?”

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…rices across HOSE, HNX, and UPCOM, dive into company financials: income statements, balance sheets, cash flow..., and track macroeconomic indicators, FX rates, gold, and commodity prices. Monitor your portfolio performance, review order history, and analyze holdings by sector or asset class. Built for in…

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…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 "What was my MRR churn by month this year?", "Show retention for customers who signed up in Q1", "Which…

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…wers from your authenticated Hedgr workspace: current FX exposure by currency, entity and due date, cash balances, recorded hedges and hedge cover, policy limits, market regimes, rate-shock scenarios, cashflow timing and forecasts, overdue drivers and data-quality checks. Try asking: - What is my largest FX exposure right now? - What would a 3% GBP move do to my open invoices? - How much of my EUR expo…

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…mported 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 that still need review, schedule upcoming payments with reminders, generate receipts for helpers a…

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…ancial data, right inside ChatGPT. Ask about your tax filings, deadlines, P&L, invoices, bills, and cash flow- no dashboard needed. Built for cross-border startup founders managing US compliance and bookkeeping. The connector is read-only, so your data stays safe while ChatGPT gives you instant answers f…

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Investra connects your real estate investment workflow to your AI assistant. Search and evaluate property listings, run investment analyses, review projected returns and cash flow, and share investor-ready reports — all from chat. The integration uses the same data, permissions, and plan limits as the Investra web app, so anything done through the assistant matches wh…

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…nd short interest. Connect your Longbridge account to analyze balances, positions, profit and loss, cash flow, statements, watchlists, and order history.

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…search investment properties, inspect listing details and photos, and compare Traditional vs Airbnb cash-flow projections using Mashvisor market data.

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…ersonal finance and expense tracking assistant that helps you understand your spending, budget, and cash flow using natural language. Securely connect your accounts to instantly check bank balances, review recent transactions, track recurring bills, and analyze spending by category without digging throug…

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…stories and decisions that feel relevant to your life. Get answers to questions like: "why does my cash flow dip next month?", "what changed our net worth most this year?" and "what does our spending suggest we valued, and which choices bought us the most joy, ease or security?" Keep your budget in chec…

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…ortfolio Dividend Tracker helps users review portfolio holdings and performance, inspect market and cash-flow data, and manage transactions, dividends, expenses, bookings, cash corrections, and investment strategies through ChatGPT.

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…stand what they can actually afford by bringing balances, transactions, budgets, recurring entries, cashflow, and projected balances together. Review and manage your family’s financial records, wallets, categories, and tags directly through ChatGPT.

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…lets authenticated users inspect their own financial data through ChatGPT, including transactions, cashflow, spending categories, merchants, recurring payments, budgets, connected bank status, portfolio snapshots, portfolio history, and preferences.

Publisher description

…me" or "break down Q2 by category" — the app reads your transactions, accounts, categories, labels, cashflow and net worth and answers with your real numbers. You can also keep your books tidy from the conversation: log manual transactions, recategorize and label existing ones, record balances for manua…

Publisher description

…titutional grade financial data without the terminal price. Pull income statements, balance sheets, cash flow statements, and hundreds of financial metrics sourced directly from SEC EDGAR (XBRL), plus historical and real time stock prices, dividends, and key ratios like P/E, ROIC, and margins for public…