Finance Codex plugins

Publisher description

…into a governed source of truth for clean, structured cross-system data from 200+ integrations:ERP, CRM, HRIS, spreadsheets, data warehouse, and more - Ask questions in plain language, build reports, and run analyses, with every output traceable back to your source of truth - Power automations acros…

Publisher description

…s a Swedish ERP for small businesses: invoicing, bookkeeping, bank reconciliation, VAT, payroll and CRM. This app connects ChatGPT to the user's own B2B.nu company so they can ask questions in plain Swedish and get answers from live data — the current financial position, the income statement and bal…

Publisher description

…taFlowr 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 description

…count briefs that incorporate industry outlooks, economic scenarios, and strategic talking points - CRM Enrichment – enrich account and lead records with company data and insights - Marketing Segmentation – develop data-driven audience segments using company, market, and relationship insights

Publisher description

…m helping insurance brokers, MGAs, and intermediaries run and grow their business. Ask about broker CRMs, policy and claims automation, employee-benefits portals, and embedded distribution, and get straight answers plus side-by-side comparisons of Vaatun against tools like Saiba, Zoho, Sibro and IMT…