Finance Codex plugins

Publisher description

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 overview, household budget and transactions; and read the consulting…

Package name

app-69b81336ad2c819194ef02ac493dc01d

Publisher description

Search, create, and update records across the Intapp Celeste portfolio with secure, compliant retrieval via Intapp Celeste plugin. Ensure the workflows you rely on from Intapp Celeste are available to integrate into your projects with the governance your clients demand.

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app-6a703a690370819194f6e23ab7cd6df8

Publisher description

B2B.nu connects ChatGPT to the user’s Swedish ERP company. The app provides financial reports, customer and supplier data, CRM and quote details, products, personal tasks, time and projects. Available tools are filtered by company rollout stage, current user perm… …ically 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. Approvals expire after ten minutes and are bound to user, co…

Package name

app-6aa9789071f4819194e9d6b32448a768

Publisher description

…ring, valuations, and analytics solutions for private capital investors. Through the Chronograph GP App within ChatGPT and Codex, users can query their trusted portfolio data, analyze investments, surface company-level metrics, and access the full depth of their private 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.

Publisher description

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

Publisher description

…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.

Publisher description

…lose status all in one place. Connect it to ChatGPT and you can act on your close without switching apps. Create 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,…

Publisher description

Stop manually 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.

Package name

app-69fca56e8244819185cb4a9c2462def9

Publisher description

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.

Package name

app-6ab3e9a42c088191a46a881585140275

Publisher description

Control your business by chatting with ChatGPT. HelpDol is an AI-powered financial management app for sales professionals, service providers, self-employed workers, freelancers, contractors, and small business owners. Connect your bank account once in the HelpDol app and your income and expens… …hat still need review, schedule upcoming payments with reminders, generate receipts for helpers and clients, pull your yearly report for the accountant, and charge customers by card or payment link — all from the chat.

Publisher description

…the cap table). Match a CRM export or a spreadsheet to the right SIREN numbers in bulk; the tool declines to guess when the identification is ambiguous rather than returning a plausible wrong answer. Profile. Identity, activity, headcount, directors, industry codes for a single company in one call,… …ad back what changed and mark signals as handled. These objects are the same ones the Insourcia web app uses: whatever your assistant saves, you find in your account. Data comes from the French public registries (INPI/RNE, INSEE, BODACC, DECP) and sector sources, consolidated and reconciled by us. A…

Package name

app-6a67c80860bc819190da0c261ccf33cc

Publisher description

Kick MCP connects ChatGPT to your books across your businesses and clients. Read your financials, categorize transactions, post journal entries, and close the books faster. ChatGPT drafts, you review and approve with confidence.

Publisher description

…nd eligible content search, document retrieval and filing, order inspection, payroll snapshots, and client and addressee workflows. Large read results are delivered as authenticated files. With separately selected OAuth permissions, it can create uncommitted accounting sequences, upload original att… …e DATEV clients and addressees. Files up to 20 MiB retain their original bytes. Master-data changes apply directly; updates preserve fields and collection items the user did not change. Existing DMS documents cannot be overwritten or deleted, accounting sequences cannot be finalized, and master-data…

Publisher description

…ncial picture, with one optional hypothetical purchase or income event. Access is OAuth-scoped. You approve each scope on a LedgerLens consent screen, and LedgerLens Settings shows every connected client with its scopes, connect time, and last use, alongside a Revoke control. Raw document bytes are never sent to ChatGPT, and the connection cannot upload, edit, delete, or export anything. Budget…

Publisher description

Moody’s Structured and Private Cashflows MCP powers AI applications with a Gen AI accessible integration allowing for the calculation of cashflows and the calculation of subsequent tranche prices. This innovative users to efficiently run, validate, and an… …entire suite of Deal, Tranche, Collateral, Account, and Fee related cashflows. As AI-generated and client-defined deals evolve, the Structured and Private Cashflows serves as the common layer, delivering: - Centralized cashflow execution: Run cash flows across Moody’s structured finance deal librar…

Publisher description

…ng for the right token, and pasting wallet addresses. MoonPay does it from inside ChatGPT. Tell the app what you want "USDC 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…

Package name

app-696880c7e5a481919191a9a8b23f6a61

Publisher full description

…• Open the team board: deadlines, overdue customers, things Nella noticed and work waiting for your approval • Get a weekly finance brief • Get alerts when cash falls below your level, runway gets short, an invoice is overdue, a deadline is coming up, and more • See how the month went, why profit or… …ding before you close the month • Check cash now, a forecast, or a what-if such as a hire or a lost client • See who owes you money, approve chase messages you then send yourself, and see which bills are due • See your tax, payroll and Companies House deadlines, and whether payroll is covered on the…

Publisher description

…ward: it shows the supplied facts and defaults in plain words, runs the baseline only when the user clicks Run my checkup, and then offers each relevant decision behind its own button. Every completed result also stays available in a full-screen view. Forecast and analysis tools are app-only, anonymous, and do not save plans or create records. If the user explicitly clicks Continue in the NestPilot planner, an app-private helper creates a temporary 24-hour, single-use handoff con…

Publisher description

Provides approved Nitrogen risk analysis, client, portfolio, questionnaire, and planning capabilities.

Package name

app-6a8cb0f329ec81919fd57d7a0bd7193f

Package name

app-6a2a589865a88191933e9bad10f5bc67

Package name

app-696685b735588191b9f25f976cfda7b2

Package name

app-6a745095d0208191865e0d53ae1c21ec

Publisher description

Whisper Money is a privacy-first personal finance app: your financial data is yours, and it is never shared with third parties. This app connects ChatGPT 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…

Publisher capabilities · listing

…training Find saved documents and explain invoice review issues Preview and confirm saved edits and approval decisions Organize clients and supported workspace settings or rules Download saved records without another extraction

Publisher full description

…m. Ask about ownership, equity and fundraising in plain language, and draft changes for an admin to approve. Founders, finance, legal and HR admins can: - See who owns what on a fully diluted basis, by stakeholder and by share class, including the option pool. - Look up any stakeholder's stock optio… …), RSUs, restricted stock (RSAs), warrants, SAFEs and convertible notes. - Check vesting schedules, cliffs and the next vesting dates. - Check the current 409A valuation, its fair market value per share and when it expires. - Model a priced round (Seed, Series A and later), including SAFE and note c…

Publisher description

…Start with the month's billing. Ask ChatGPT to bill last month and it shows you each invoice first: approved time, expenses, the retainer fee and progress billing against the contract, with money held back (retainage) where the project sets it, and anything that needs your decision called out. Confi… …review, log time, and turn an accepted proposal into a draft invoice. It never sends anything to a client. Each change is tied to the person who approved access.

Publisher full description

…, Yu-Gi-Oh!, One Piece, Lorcana or Riftbound – in the catalog of karten-ankauf.de and tells you the approximate price in euros that karten-ankauf.de pays for it, with a link to sell the card on the website. karten-ankauf.de is the trading card buyback service of Games Island GmbH & Co. KG in Hof, Ge… …okup we store the card, the assumptions, the quoted price, the time, the name and version of the AI client and the IP address of the calling service (for ChatGPT, that of OpenAI’s servers, not yours) – no query text and no conversation content. The IP address is deleted from this log automatically a…

Publisher full description

…in connects your assistant to your Briefcase workspace so it can review bills and receipts awaiting approval, explain Autopilot decisions, submit documents, manage expense claims, run prepayments, accruals and depreciation, read profit and loss, balance 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.