Finance Codex plugins

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Client finances and briefings

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Analyze client insights

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…d international authority is included where the question calls for it. Common uses: - Researching a client position before you commit to it on a return - Checking whether recent legislation or guidance changes an answer you already relied on - Working through cross-border and multistate questions wh…

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…e sheet and aged reports, and raise sales invoices and manual journals on Briefcase Ledger for your clients. The assistant acts as you, on the clients you choose, with your permissions.

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…vate markets portfolio using natural language. Chronograph provides two separate Apps for different client user types: Chronograph GP for General Partner users and Chronograph LP for Limited Partner users.

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…ets to funds, vehicles, commitments, and more. Chronograph provides two separate Apps for different client user types: Chronograph LP for Limited Partner users and Chronograph GP for General Partner users.

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…on reports: "Give me a full KYB decision report for <Company Name> — should we approve, refer, or decline?" Note: Requires D&B Risk Analytics license.

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…escrow, and third-party managed accounts (TPMAs) for legal professionals, 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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…and reassign tasks, turn meeting notes into action items, and draft status updates for your team or clients, with changes writing back to Double in real time. You control what ChatGPT can read or update in your account. Works with QuickBooks, Xero, NetSuite, and Sage Intacct. Built for bookkeepers,…

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…filling out invoice forms. This app 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.

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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 your Client. Record the payments your Clients made, an…

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…expenses, monitor Gmail receipt scans, analyze spending and income, manage expense reports, prepare client invoices, and send confirmed reports to supported accounting destinations through ChatGPT.

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Findash helps authorized advisor-firm users search client and contact records, prepare briefs, review tasks and workflows, retrieve meeting transcripts, and update private workspace records through approved tools.

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…g documents, and retrieve published legal changes. Use the cited sources to support research notes, client work and internal tax analysis. Coverage, historical depth and applicability evidence vary by source and jurisdiction. IFG identifies missing evidence and partial results so professionals can a…

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…rely on from Intapp Celeste are available to integrate into your projects with the governance your clients demand.

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…eses datos personales, claves ni información sensible. Itaú no comparte información personal de sus clientes con OpenAI para la generación de respuestas del agente. Confía en esta experiencia solo si estás accediendo a través del plug-in oficial desarrollado por Banco Itaú Chile.

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Use MCP to connect ChatGPT to Kick to automate your accounting across your businesses and clients. Analyze your financial statements, categorize transactions, post journal entries, and close your books faster. ChatGPT drafts, you review and approve with confidence.

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…uences; it cannot finalize them. LODAS requires the exchange service to be enabled for the selected client. DMS content search is available only for eligible accounts. Access is limited to the DATEV data and operations permitted for the authenticated user.

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…C on Solana", "0.1 ETH", "$100 of Bitcoin" and it generates a ready-to-go checkout link in seconds. Click through to moonpay.com, pay with a card, Apple Pay, Google Pay, or bank transfer, and the crypto lands in your wallet. No new account needed if you already have a MoonPay account. The app fills…

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…t data and independent research directly into your AI workflows. Through our MCP-powered connector, clients can explore cross-asset coverage, including funds, equities, and beyond, enhanced by forward-looking insights from our global analyst teams. Access trusted, unbiased intelligence to support in…

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…ad receipts, and file taxes - all while talking naturally with ChatGPT. No accounting jargon, no 15 clicks to reconcile an invoice. When was the last time you issued an invoice by voice? Norman securely connects ChatGPT to your financial workspace, making financial management effortless.

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…ble before you scan. Made for options traders who want to find and compare candidate trades without clicking through chains by hand. Requires an OptionClaws account. Results are informational only and not financial advice

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…estricted stock units (RSUs) at vest or hold for long-term capital gains, and what the twelve-month cliff is actually worth. We show you the optimal solution. 3. Which vested RSU lots to sell and in what order, and what that saves against selling oldest-first (the default order your broker's UI will…

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…eipts, and other documents to extract structured, hallucination-free JSON data accurately. With one click, continue your review or make edits on the Photon Commerce website for full control. Beyond extraction, retrieve recent document history, view profile details, and monitor your API usage limits.…

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…, accurate, and timely private capital market data with the PitchBook app inside ChatGPT. PitchBook clients can access trusted insights on firms, deals, funds, and key players inside their favorite LLM with our MCP server. Accelerate deal sourcing, company benchmarking, and investment research workf…

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…ancials. It also lets users manage Quartr research assets such as watchlists, keyword alerts, saved clips folders, workspaces, and saved search filters through ChatGPT.

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…hatGPT to your own Whisper Money account so you can analyse your money in plain language instead of clicking through dashboards. Ask questions like "how much did I spend on groceries last month", "what's my net worth trend this year", "which subscriptions are draining me" or "break down Q2 by catego…