Finance Codex plugins

Plugin name

Numeric Close

Publisher subtitle

Close mortgage loans in days

Publisher subtitle

Books, bills, bank and close

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Compare disclosed fees

Publisher subtitle

Automate the month-end close

Publisher subtitle

Swedish bookkeeping & close

Publisher capabilities · listing

…ery maturity as stated on the instrument, a stated rate reset, or an estimate Rank the lenders that closed comparable loans in a market, each dated to its last closing Reveal the principals behind a borrowing entity, each cited to its public-record source Pin properties to a watchlist and check the…

Publisher capabilities · listing

…accounts Account snapshot and risk Live quotes and symbols Open positions Draft and confirm trades Close and modify positions Revoke OAuth connection

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…e disclosures Explore politician and Trump portfolios Analyze corporate insider activity Compare disclosed portfolio performance

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Share quotes, closing prices, returns, dividends and volatility Trades, broker statistics and disclosed short positions Bond prices, yields, risk measures, calculator and yield curve Index quotes, levels and period returns Icelandic investment and pension fund prices and returns Central Bank exch…

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Close review Bank reconciliation Budget variance Excel model review SaaS metrics Data profiling Board pack HTML pages

Publisher capabilities · listing

…ny period Who owes you and how late Bills due and the 13-week cash plan Job profitability Month-end close status Fixed assets, depreciation and loans Purchase orders on order Approval cards waiting for you

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accounting bookkeeping financial-close invoicing management-accounts xero quickbooks

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…eping accounting receipts invoices expenses comptabilité tenue de livres receipt matching month-end close accounts payable expense tracking sales tax stripe payouts

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…cture engineering agency professional-services-automation accounts-receivable collections month-end-close timesheets resource-utilization invoice-drafts

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…s accounts-receivable accounts-payable expenses payments payouts ecommerce sales ad-spend month-end-close financial-reports accountants

Publisher keywords · listing

bonus accrual employee bonus month-end close accounting Excel CSV exclusion review

Publisher full description

…weights and do not take account of a client's tax position or circumstances. Prices are end-of-day closes. Requires a C8 Adviser Agent account. You connect with your account email and a one-time code; no API keys.

Publisher full description

…thmetic on top of it - and its basis. If a constraint set cannot be met, the answer says so and how close the engine got. Allocator Agent is decision support for asset managers, wealth managers and investment teams. It works on public price history and the data you provide: it does not give personal…

Publisher full description

…ended for readers studying published market research. Coverage and analysis dates vary; report-time closes are not live quotes. The public MCP connection requires no sign-in. Reports are AI-generated for testing and information only, may contain errors, and are not financial or investment advice. Th…

Publisher description

…or quarterly — and a start date, and it returns what you put in, what it would be worth at the last close, the profit, the simple and money-weighted returns, the units held, and end-of-year checkpoints along the way. It can compare plans side by side and rank them, and it can return the individual p…

Publisher description

…ed peers; understand revenue segments; review market transactions and corporate actions; and map disclosed customers, suppliers and partners. Bull AI is built for source-backed company research that clearly separates reported facts, management claims and interpretation.

Publisher description

…ices, contracts, journal entries, and other records; analyze financial reports and budgets; inspect close tasks, attachments, and support cases; and search Campfire help documentation. With the necessary access, you can create, update, and delete supported accounting records and manage budgets, tags…

Publisher description

…tional pension inventory with native-currency balances, separately labelled income entitlements, disclosed fees, source-linked scheme terms, evidence gaps and a decision timeline. Prepare questions for pension providers and qualified specialists; no transfer recommendation or tax opinion. Work throu…

Publisher description

…dlestick charts, directly in ChatGPT. This integration is read-only. ChatGPT cannot place, amend or close trades, transfer funds, or make any changes to your CMC Markets account. Currently only available for CFD accounts. Information provided through this integration is for informational purposes on…

Publisher full description

…kdown of any figure, budget against actuals, the Belgian VAT return and tax calendar, the month-end close checks, invoices and journal items, sales and purchase orders, items, stock, slow movers and margins, projects and timesheets, manufacturing orders and bills of materials, subscriptions, the doc…

Publisher full description

…ial data, but actions like categorizing transactions, uploading documents, and completing month-end close still happen in Docyt. Your answers reflect the latest data available in Docyt. If reports are refreshing or transactions are still under review, your assistant will let you know that the number…

Publisher description

Look up public SEC companies, find filing metadata and document lists, and inspect disclosed insider transactions.

Publisher description

Invoice from a conversation with Essentio: draft, check, issue and send an Invoice, and close a month's VAT from Essentio's own reports.

Publisher full description

…et flows and historical distributions. ChatGPT can create charts from the returned data. Results disclose reporting periods, units and coverage and credit ETFtracker. General information only, not financial advice. Public tools require no account. Price-history charts, personal portfolios and tradin…

Publisher description

…t a question as their Kanzlei, release uploads of employees, see what still blocks closing a month, close it, and reopen it with a reason. A closed month cannot be changed anywhere. Invoicing: write an invoice to a customer with line items, quantities, units, VAT rates, service period, due date and…

Publisher full description

…n for a $200 to $1500 credit with minimal assignment risk” “Backtest buying NASDAQ futures when bar close price is below its 20 period moving average on 1 min bars, and on 10 min bars, its 5 period moving average is below its 20 period moving average with 0 bp transaction cost”

Publisher description

…y domains. • Review saved screeners to identify new signals, rising activity, and companies worth a closer look. • Explore up to 12 months of weekly signal history to understand when activity started and how it has changed. • See the research topics behind signals and the private equity, investment…

Publisher full description

…e net of fees and annualised beyond one year, per SEBI reporting. Holdings and asset mix are not disclosed by PMS schemes, and sector weights, where shown, are AI-estimated and labelled. Factual PMS performance information, not investment advice.

Publisher full description

…negative gamma) and the main walls, with the data timestamp. - How those levels changed against the close 1, 7 or 30 days ago. - Gamma exposure by strike for one expiration or for all expirations combined. - The term structure: gamma exposure and open interest per expiration. - History: a time serie…

Publisher full description

…and where the level sits in decades of official data. Treasury auctions come back shortly after the close with the tail, the bid-to-cover and who bought. Yields carry the curve regime and the time it last flipped. Connect it and ChatGPT gains 25 read-only tools: Treasury yields and the whole curve,…