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,…

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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.

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

…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

…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…

Publisher description

…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.

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

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

…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…

Publisher description

…, 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…